Dentrix Ideas

Option to calculate/show discounts and write-offs on Treatment Plan

Add a column to the Treatment Planner that calculates and shows discounts or write-offs. Show credit adjustments as part of the treatment plan (cash discounts). Wants to be able to see adjustments as part of the treatment plan financing without adding the adjustments to the patients account until the treatment plan is completed--should have option to post automatically when the treatment plan is completed. Add options for the Treatment Planner to calculate discounts and taxes (similar to the Ledger, Enter Tax / Discount option). For calculating, there could be options for "Selected Procedures" for "Selected Case" or "Selected Visit". There should be options for any adjustments for the treatment plan to be included when the the treatment plan is printed, on the related reports. Offices have asked to be able to show discounts in the Presenter.
  • Guest
  • Jul 9 2019
  • Future consideration
  • Attach files
  • Eileen Ambriz commented
    11 Sep 06:14pm

    What would be nice is the ability to add Third insurance plan. I along with several others have been asking for this for YEARS.

  • Susan Laine commented
    10 Sep 09:04pm
    I am interested in what the default would be for this. Would it have an "Off" setup? Would it effect how things were set complete and billed in the ledger?
  • justin liggett commented
    16 Aug 04:43pm

    Add a column to the Treatment Planner that calculates and displays discounts or write-offs. Include credit adjustments as part of the treatment plan (e.g., cash discounts). Users should be able to view these adjustments as part of the treatment plan financing without adding them to the patient’s account until the treatment plan is completed. There should be an option to post these adjustments automatically upon completion of the treatment plan. Additionally, the Treatment Planner should have options to calculate discounts and taxes, similar to the Ledger’s “Enter Tax/Discount” feature. For calculations, there could be options for “Selected Procedures,” “Selected Case,” or “Selected Visit.” Any adjustments for the treatment plan should be included when the plan is printed and on related reports. Offices have requested the ability to show discounts in the Presenter.

  • Guest commented
    13 Jun 09:54pm

    In our state of Illinois, it was true that discounts for insurance covered patients must be applied when billing the insurance company but it is illegal to discount only the patient's co-pay. However; it will be most valuable to show patients their co-pays based on PPO reductions. The issue is that we don't have 20 different fee schedules in our computer and if we did, we would not be billing our "UCR" to the insurance which is what the insurance company wants in order to boast to the patients how much they saved the patient. One more reason I can't wait to retire and it will be soon.

  • Guest commented
    10 Jun 09:05pm

    Yes, this would be wonderful. For every single treatment plan we present, I have the hand written notes showing total (-) adjustment (-) est ins (=) est out of pocket. It really doesn't look very professional.


  • Guest commented
    9 May 03:43pm

    It's actually illegal to do any write off other then the contractual adjustment. The allowed amount is already put in when you create the treatment plan when you print it under which Ins they have, in print settings. So there is actually no need for this. It is illegal to give extra discounts, extra adjustments on treatment, if those same discounts are not offered to the ins company you are billing as well.

    Even staff, or anyone. You either bill ins as a regular patient, or you do not charge staff at all. Even if they are cash pay. No discounts are allowed, by law. If you are billing ins in your practice, you have one standard fee for the office , no changing it wheeling and dealing. Unless you give ins same fees. Sad, but true.

  • Guest commented
    5 Mar 03:19pm

    This would be a wonderful feature! My calculations can be hundreds of dollars off due to insurance contractual adjustments. It is embarrassing when the patient tells you that you are not doing your job correctly. It is frustrating not being accurate.

  • Teryl M commented
    4 Mar 09:03pm

    SOUNDS LIKE A GOOD IDEA

  • Guest commented
    22 Feb 08:49pm

    Is there an update on this? @DENTRIX I just heard that if we switch to OpenDental they are connected with a company called Flex that does this all automatically. This should be top priority. Thank you

  • Carla Hensler commented
    23 Jan 05:23pm

    Looks like this has been "under consideration" for 5 years now... @Dentrix! PLEASE HEAR US ON THIS!

  • Guest commented
    22 Dec, 2023 12:47pm

    Dentech Software used to calculate the patients treatment cost from the fee schedule attached.....this would be very helpful too! Someone needs to mention this to the programmers for Dentrix Software. This would make any office more efficient. Also, Dentech Software would allow you to calculate 2 benefit years for larger treatment plans! Why is Dentrix so behind with this feature and Dentech is old as dirt?


  • Guest commented
    30 Nov, 2023 02:32pm

    ABSOLUTELY NEEDED

  • A W commented
    3 Aug, 2023 05:47pm

    This is needed.


  • Guest commented
    19 Jul, 2023 09:20pm

    Not sure how Dentrix has not put this in. You have an allowed amount option when entering the insurance in the claim WHY DOES IT NOT CARRY INTO THE TREATMENT PLAN?? THIS IS NEEDED

  • Jessica B commented
    10 Aug, 2022 04:26pm

    Any updates on this matter? Would be incredibly helpful!

  • Guest commented
    2 Aug, 2022 06:39pm

    Please do this! Switching to Open Dental if it cannot. There is way too much patient hostility lately. People are getting angrier, as insurance companies cover less and less. When we don't have an accurate treatment plan, it adds to the stress. We cannot run a practice with this outdated system.

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  • Guest commented
    21 Jan, 2022 04:15pm

    I find it sad that this request is dated 7/9/19, shows it is under future consideration, today is 1/21/22 and this has still not been done. This should be a simple coding process. Allow us to include our Standard fees in the patient file AND add a second insurance fee schedule for patients that we are in network with. Subtract to calculate the write off. We already can include our fees and the Delta fees (for example) on a treatment plan. Show the write off AND have the system calculate the patient portion against the insurance fee, instead of Standard fee, where applicable. The patient portion would be accurate, and it would show correctly when the patient maxes out. Apparently, Eagle Soft already has this. It seems like a no brainer.

  • Guest commented
    16 Nov, 2021 08:43pm

    YES please! I will not be happy to use Dentrix until this occurs. The treatment plans are horribly inaccurate if you are doing the write off method. The patient's benefits max out way too quickly and patient portions are not accurate. I know Dentrix probably would recommend using fee schedules then, but some of our insurances do not require a write-off once the patient maxes out. So I still like to use our office full fee. Please please please implement this. I would be happy to speak to someone from Dentrix to explain in more detail how important this is.

  • Guest commented
    7 Oct, 2021 01:11pm

    DentrixAscend ALREADY does this!!!!! This is just asinine! This needs to be added like yesterday. It is completely time consuming to have to guess estimate what a patient will truly owe you at time of service. This absolutely takes to much labor of man power when the software should be designed to calculate this!!

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