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Engagement: Preparing & Sending a Dentrix Treatment Plan
Engagement: Preparing & Sending a Dentrix Treatment Plan

This article will show you how to manually prepare a Dentrix treatment plan within Engagement [Modento].

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

If you currently use Dentrix as your Practice Management Software, you can prepare and send a treatment plan within Engagement [Modento] one of two ways:

Manually Prepare a Treatment Plan in Engagement

To prepare a treatment plan by manually entering the estimated insurance portion of the treatment plan, follow the steps below:

  1. Go to the Patients tab in the left side menu of Engagment

  2. Select the three-dot menu next to the patient's initials

  3. Hover over Forms and click Prepare a Treatment Plan

  4. Choose how you would like to send the Treatment Plan

    1. Selecting Kiosk will allow you to choose which kiosk device

    2. Selecting Patient will allow you to choose Auto, Text or Email

  5. Select the dropdown menu to choose from the existing treatment plans for that patient

  6. You can now fully customize the document that appears on the right side in the Content section. Use the Format Menu to adjust and click into the text to make needed changes

    1. In addition to customizing the text of the treatment plan, you can also embed images. Adding images to a your treatment plans will assist you in educating your patients about their diagnosed procedure, which can in turn lead to an increase in treatment acceptance! Click here to download treatment plan images.

  7. Next, you need to manually calculate the insurance contributions and adjust the estimated patient portion.
    โ€‹
    Click on the Treatment Costs box to insert a new row.
    โ€‹

    Once the row has been inserted, you can manually calculate the insurance estimate and benefits information.

  8. Select applicable Payment Options and adjust Total Treatment Plan Cost (Value of treatment cost must match patients out of pocket cost regardless of applying a payment option or not)

  9. Adjust any additional settings then click Send


Prepare a Treatment Plan Using a Snipped Image

If you would like to use an image to complete this process, follow the steps below:

  1. Propose treatment in Dentrix Treatment Planner

  2. Print Preview the selected treatment plan

  3. Use the Snipping Tool to screenshot your print preview screen

  4. Save Snipped Image to your desktop

  5. Now you will open Engagement [Modento] to start the process of Sending a Treatment Plan

  6. Select the three-dot menu next to the patient's initials, hover over Forms, and click Prepare a Treatment Plan

  7. Next, click on the image icon to insert your snipped image. Remember, you will be uploading the snipped image of your patients Dentrix treatment plan, rather than selecting their plan from the dropdown menu on the left hand side

  8. Upload your snipped image from your desktop

  9. Select applicable Payment Options and adjust Total Treatment Plan Cost (Value of treatment cost must match patients out of pocket cost regardless of applying a payment option or not)

  10. Adjust any additional settings then click Send

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