Evaluation of Treatment Plans coming out of Recall Appointments

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:34 AM by Alyssa Elso

If you would like to see the treatment plans diagnosed in the hygiene appointments, here's a method. Under the Tx Planning section, there is the Provider Tx Planning subsection. Scroll down and there is a window for Recall TX Acceptance.  The left will show the amount and category presented (ie.  major restorative, endo, etc) and then what was accepted.  To the right will be a list of the plans.  Here's a screenshot from a simulated dental office.  

 


 

The Recall Treatment Acceptance KPI filters the number down to the acceptance of all treatment plans that were created during a recall exam (not a comprehensive or problem-focused exam). Recall Treatment Acceptance panel $ amounts only look at Treatment during the recall exam.  The treatment dollar amount excludes any hygiene service codes. 

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