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:
Go to the Patients tab in the left side menu of Engagment
Select the three-dot menu next to the patient's initials
Hover over Forms and click Prepare a Treatment Plan
Choose how you would like to send the Treatment Plan
Selecting Kiosk will allow you to choose which kiosk device
Selecting Patient will allow you to choose Auto, Text or Email
Select the dropdown menu to choose from the existing treatment plans for that patient
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
In addition to customizing the text of the treatment plan, you can also embed images by clicking on the photo icon or by copying and pasting them directly into the treatment plan. 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.
Next, you need to manually calculate the insurance contributions and adjust the estimated patient portion.
Click on the Treatment Costs box to insert a new row.
Once the row has been inserted, you can manually calculate the insurance estimate and benefits information.
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)
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:
Propose treatment in Dentrix Treatment Planner
Print Preview the selected treatment plan
Use the Snipping Tool to screenshot your print preview screen
On your snippet, right-click and choose Copy Image or use the Ctrl+C shortcut on your keyboard to copy the image
In Engagement, select the three-dot menu next to the patient's initials, hover over Forms, and click Prepare a Treatment Plan
Next, click into the treatment plan window and use the Ctrl+V shortcut on your keyboard to paste the image directly into the treatment plan. Remember, you will be pasting the snipped image of your patients Dentrix treatment plan rather than selecting their plan from the dropdown menu on the left hand side
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)
Adjust any additional settings then click Send