Enhance or add a treatment planned procedures to the "Procedures Not Attached to Insurance Claims" report. Currently there is no way to report on treatment planned procedure(s) which have not been added to a pre-authorization claim (all existing pre-authorization reports allow you to manage a pre-authorization claims that has already been created). Without this report, its a manual review of each patient's treatment plan to identify those items that need to be created if missed.
See comments, Article 28274 which provides views of scheduled vs. unscheduled does not seem to apply as regardless if the treatment is scheduled or not the need is to view treatment planned items that have not been added to a predetermination insurance claim. If this feature/reports exists please help point me to the exact one.
Note: I was told by Dentrix Support this does NOT exist hence the request.
There is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.
I appreciate the response but I need some more guidance as I am not seeing this in the article you provided as this isn't a scheduled vs. unscheduled treatment report request. I am specifically looking for a report to view treatment planned procedures that have not been attached to a predetermination claim for sending to insurance (similar to a listing of "Procedures Not Attached to Insurance Claims"). Regardless if its scheduled or not, I am trying to identify where we have missed creating the predetermination claim with treatment planned items (once its on the claim, you can use other reports such as "Reports | Ledger | Preauthorization to Process or Preauthorization Aging). If you can point me to an existing feature to view this it would be great.
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