Treatment Plan Section of the Treatment Plan Module

Checkbox

Click the check box to select the procedure to update it.

Diag Date

Date the treatment was entered in the Treatment Plan or Tooth Chart module

TID

Treatment ID

PID

Phase ID

Ord

Order ID – Indicates the order in which a procedure will be performed within a treatment plan.

St (Status)

Indicates the status of the procedure:

D = Diagnosed/Planned (Black text)

A = Accepted (Green text)

L = Alternative (Purple text)

U = Unaccepted/Rejected (Red text)

H = Hold (Brown text)

W = Pending (Black text)

PS

Indicates when a preauthorization has been sent for the procedure.

S (Scheduled)

An S indicates an appointment has been scheduled that includes this procedure.

C (Completed)

A C in the column indicates the treatment has been completed. Completed procedures appear as grey and are limited to date and provider changes.

Start Date

Date procedure will begin.

End Date

Date procedure will end.

Code

ADA Code for the procedure.

TN

Tooth numbers involved in the procedure.

Surf

Surfaces involved in the procedure.

N

Indicates that a note is present. Hover the mouse over the N indicator to see the text of the note.

Description

Description of the procedure.

Bill

Indicates if insurance is attached for the procedures:

D = Primary Dental Insurance is attached and will be billed first.

DD = Secondary Insurance is attached and will be billed second.

Dur

Duration of the procedure. Can be established as a default in the procedure code setup or set manually be editing the procedure in the treatment plan.

Prdr

Provider ID of the provider that will perform the treatment.

Est. Pat

Cost that is estimated to be paid by the patient.

Est. Ins

Cost that is estimated to be paid by the insurance carrier.

Fee

Total fee for the procedure.

D

Indicates if a discount has been applied to the procedure.

TX Counselor

The user name of the user that made the entry.