Dentrix Ideas

A treatment plan option that allows you to select outstanding treatment by procedure code

Most unscheduled treatment plan reports are very long, if we wanted to search out a patient and a specific procedure code it would cut down on the report and help to be more detailed in looking to contact the patient.

  • Guest
  • Sep 25 2019
  • Future consideration
  • Apr 2, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product.

    Although you cannot print this type of report from the Treatment Plan module, there is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.

    Article: 35079

    This feature can allow you to make custom reports such as this. if you need assistance we do encourage you to reach out to support.

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  • Maria Berardi commented
    8 Dec, 2020 06:06pm

    I am also looking for an Unscheduled Treatment Plan List that I can filter by procedure code. Because I rely on the Continuing Care List to fill hygiene openings, I use this list for filling the doctors' schedules. If I click Excluding CC procedures when printing this report, not all CC procedures will be excluded (ie, oral evaluations, x-rays, cancer screening, etc - procedures performed during a hygiene visit will still be listed). Therefore, the ability to filter the specific procedure codes that are unscheduled would be very beneficial. Also, printing this report to a file or the ability to open it in a List Manager would be a HUGE help.

    NOTE regarding the ADMIN RESPONSE, this type of report would not yield all the procedures that are unscheduled for each patient. It would list names of patients that have unscheduled treatment, NOT the specific procedure codes that are unscheduled for every patient.