Presenting Treatment Plans

Once a treatment plan case has been created and organized into visits, you may present and print the case for the patient. Before printing, you can set a fee expiration and add a specific note to the case. If the insurance is a contracted carrier and you choose to present the case, the insurance and guarantor portions and the estimated write off will be calculated.

Watch this video to learn more about presenting treatment plans. (Duration: 2:05)

Additional Information

• When you print a treatment plan, it is created as a printable PDF file. You can also save this file if you’d like to email it.

• The Insurance and Guarantor portions are calculated based on the coverage table percentages, and will take into account any exceptions in the coverage table.

• If a write-off portion is not displayed or incorrect, check to make sure the insurance carrier is selected as a contracted carrier and a fee schedule is attached to the insurance plan.

• To learn more about presenting treatment plans, read Previewing treatment plans in the knowledge base.