Steps to list patients with treatment plans, filtered to only get those whose insurance benefits renew/expire in a given month:
- Open Appointment Book.
- Click the Treatment Manager button on the toolbar, or find the Treatment Manager under the Options menu.
- When the Treatment Manager View dialog box is displayed (initially or from the View Setup menu item within the Dentrix Treatment Manager), select at minimum the following filters:
- Insurance Coverage: Primary
- For Patients with Primary Dental Insurance, Benefit Renewal From (month) to (month)
- Min Benefit Rem: The lowest amount of insurance benefits remaining that you are comfortable searching for. ($0.01 or more)
- Min TP Total: The lowest amount of treatment plan production dollars that you are comfortable searching for. ($0.01 or more)
Other options may also be used for more filtering. Note: for Insurance Coverage, Primary is selected to get only patients that have primary insurance; for Min TP Total, .01 is entered to only get patients that have a treatment plan; and for Primary Dental Insurance, Benefit Renewal, March is used for the example. For the Benefit Renewal month range, numbers may be entered for the month.
- Be sure to click the Show Columns button to select the information to include in the list. The following columns are used for example.
- When OK is clicked from the Treatment Manager View dialog box, the following list is an example (the treatment plan dates are a little old in the example).
- If a list for secondary insurance is wanted, the following options may be used.
- This is an example list for secondary insurance:
- The report and labels can be printed by clicking the Print button on the toolbar.
For more information on generating letters for patients with remaining benefits, click here. |
