Dentrix Ideas

Report or list of unscheduled treatment plan procedures, excluding Continuing Care procedures

It would be helpful to run a report or list showing patient's name, unscheduled treatment, date of entry in treatment plan. Calling into Dentrix support today, I was told this was not available.

  • Guest
  • Aug 5 2021
  • Needs review
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  • PB commented
    15 Sep, 2021 01:25am

    From the Appointment Book - Options > Treatment Manager (second from bottom)

    It will pull up a window that allows you to specify what you want the list to show.

    The patient name and the last treatment planned date is automatically populated - you can't see WHAT the treatment is from the list when it loads, but the total fee is there and the initial window does allow you to choose a range of procedure codes if needed. Then, you can right click on the patient name from the list to open their chart.

    Hope this helps! :)