If you currently use Dentrix as your Practice Management Software, there are additional steps you will need to follow in order to send a treatment plan with Engagement [Modento].
Preparing & Sending a Treatment Plan When Using Dentrix
Step by Step Instructions:
Propose treatment in Dentrix Treatment Planner
Print Preview the selected treatment plan
Use the Snipping Tool to screenshot your print preview screen
Save Snipped Image to your desktop
Now you will open Engagement [Modento] to start the process of Sending a Treatment Plan
Select the Three Dot Menu next to the patient's initials, hover over Forms, and click Prepare a Treatment Plan
Now you will Insert the 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)
Upload your snipped image from your desktop
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
For more information regarding Sending a Treatment Plan in Engagement [Modento], refer to the following article: