View Treatment Plan Screen page 1, view Treatment Plan Screen page 2.

The Treatment Plan print-out is designed to be presented to the patient to enhance his or her understanding of the treatment that is about to be performed. The Treatment Plan screen can be accessed from the Reports Menu or from the airplane button on the Posting screen. Each procedure is listed along with its fee, primary and secondary insurance benefit, and the patient portion of charges. The procedures that list are entered through the posting portion of the program. The Treatment Plan screen does not have the ability to post procedures. The Treatment Plan screen consists of two pages.

Setting The Patient Maximum and Deductible
Benefit information such as Plan Maximum, Plan Deductible, Payment Base (UCR or fee schedule), UCR percentages (preventive, basic, and major), etc., are taken from the patient's benefit plan. If the benefit plan information is not correct you may click on the Edit Prim Benefit Plan button. The Benefit Plan screen will appear and you may enter whatever values are appropriate. When you close the Benefit Plan entry screen, the benefit values of the Treatment Plan screen will be updated. If the patient had not been previously been assigned personal Patient Maximum and Patient Deductible amounts, these values will appear as zeros. If this is the case, click inside these fields and enter the proper values. The proper values would be the Maximum and Deductible that the patient has before the current treatment plan is calculated. For example, if the Plan Maximum is $1000 but the Patient Maximum is $0.00 then no insurance benefits will calculate for the patient. Both the Plan Maximum and the Patient Maximum must be entered before calculating. The Patient Maximum is not automatically made to equal the Plan Maximum. For example, suppose a patient has come to you from another dentist. Their plan maximum may be $1000 but in this case the previous dentist had already used $400 worth of the patient's benefits. Therefore, you would set the patient's maximum at $600 because this patient has only $600 of benefits remaining on this plan year. After insuring that the Benefit Plan is properly entered and the patient's maximum and deductible are properly entered, go on to page two of the Treatment Plan screen.

Displaying The Procedures
In our sample of page 2 of the Treatment Plan screen, the procedures are already displayed and the benefits calculated. But when this screen first appears, the procedures are not yet displayed. To display the procedures you need to click on the Display button at the upper left corner of the screen. Before clicking on the Display button you may also modify how may days back to consider procedures. The default is 30 days. After clicking the Display button, the procedures will appear. After the procedures are displayed the Calculate button will become enabled. Do not click on the Calculate button if there are any procedures you choose not to include in this treatment plan. The method of Including and Skipping procedures will now be discussed.