From Chart to Chair: How to Master Treatment Planning in Dentrix for Better Case Acceptance

Want to improve your case acceptance and streamline treatment planning in your dental practice? In this episode, Dayna Johnson breaks down how to master treatment planning in Dentrix, covering everything from case dates and alternate cases to customizing treatment plans for better patient understanding.

Drawing insights from a recent Dentrix User Meeting, Dayna shares how small adjustments in your treatment planning process can have a big impact on efficiency, communication, and production.

✅ Key Takeaways:
~ Treatment planning is the foundation of strong case acceptance.
~ Use case dates strategically for tracking expiration timelines.
~ Link alternate cases to present multiple options to patients clearly.
~ Customize treatment plans to focus on what patients really care about—their out-of-pocket costs.
~ Always accept or reject treatment instead of deleting it for accurate tracking.
~ Clear communication is essential for patient trust and workflow harmony.

💡 Free Resource:
Download the free tip sheet on linking cases in Dentrix: https://novoneecommunity.mykajabi.com...

⏱️ Chapters:
00:00 Introduction to Treatment Planning
02:44 Understanding Case Dates and Their Importance
05:19 Linking Alternate Cases for Better Patient Options
08:34 Customizing Treatment Plan Estimates
11:21 Accepting and Rejecting Treatment Plans