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This article is intended to build on the foundations of the Ledger, as many functions will be very similar to how the ordinary Ledger functions. For a review on these fundamental concepts, please refer to the Ledger Quick Start Guide. How to Use The Ledger
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Configuring Preferences
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Print Appointment Information On Treatment Plan: This option will print off appointment information for a Treatment Plan Phase that has been scheduled by using the "Schedule" button by the phase.
When a Procedure Fee Has Been Updated After The Procedure Was Added To A Treatment Plan: Occasionally you'll need to update your fee schedule, which can impact Treatment Plan Treatments. You can choose whether to Always Use the Fee Amount in Treatment Plan, or you can choose to use the Higher Amount. You can also choose to have MacPractice always ask you which you'd prefer to do on a case-by-case basis.
Print Treatment Phase Subtotals on Treatment Plan: This option will print subtotals for each Treatment Plan phase on Treatment Plan printouts.
Print Restorative Charting Graphic with Treatment Plan: This option will include a restorative charting graphic with the Treatment Plan.
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To create a Treatment Plan, you can use the Incident Drop Down Menu to select the "New Treatment Plan" option. Alternatively, you can press Shift-Command-T on your keyboard.
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By default, every new Incident created in a Patient's ledger generates a blank Treatment Plan. If you want to adjust this behavior, you can navigate to the MacPractice Menu > Preferences > Ledger > Treatment Tab and uncheck the first checkbox "Create a Treatment Plan when adding a new incident".
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Treatments and Phases
Treatments are the line-item charges that make up a Treatment Plan. They are handled almost identically to Charges in the Ledger.
Phases allow you to group together Treatments into a logical order. They are not required to add, but they can help with creating a logical structure to better explain a Treatment Plan to a patient, or to better track a patient's progression through a Treatment Plan.
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Proposed: A Proposed Treatment Plan is freshly created, but not yet presented to a patient.
Presented: A Presented Treatment Plan has been shown to a patient and is pending their acceptance or rejection.
Accepted: An Accepted Treatment Plan has both been presented to a patient, and has been accepted by the patient.
Rejected: A Rejected Treatment Plan has been presented to a patient, but the patient has disagreed with the Treatment Plan in its current state.
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You can set a Treatment Plan's Status by clicking the drop down menu right by a Treatment Plan's Status, and then click on the desired Status.
Rejected Treatment Plans can be hidden from the Treatment Plan node by using the "Hide Rejected Treatment Plans" option in the Incidents Drop Down Menu.
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Adding Treatments is identical to adding Charges to the Transactions Node of the Ledger. All fields are identical to the New Charge Window. You can select a charge code, tie diagnosis codes to charges, and any other functionality that is available in the New Charge Window.
If you need a refresher on the New Charge Window and the basic functions of the Ledger, please refer to our Ledger Quick Start Guide How to Use The Ledger.
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Phases are easily added by using the Treatments Drop Down Menu. This will simply add a new Phase to the Treatment Plan Table. You can name your Phases by selecting a phase by clicking on it, and then single-clicking on the Phase name in the "Code" column.
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For more information on the Appointment Display node, please refer to the Customizing How Appointments Display section of our Schedule Set Up Guide.
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Managing Predeterminations
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We won't cover the Claim Creation Window here. The Claim Creation Window's contents are covered in our Ledger Quick Start Guide and our Interactive Claim Creation Window article. There are virtually no differences in how Predeterminations and Claims are handled in MacPractice.
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There are several reports available that can pull information from Treatment Plans.
The Treatment Plans Report, in the Marketing category of the Reports Ability, can be used to track down Treatment Plans by Procedure Dates, Appointment Dates, or by a particular Procedure code. You can also filter by the Treatment Plan Statuses.
The Unscheduled Treatment Plans Report, located in the Predetermination category of the Reports Ability, locates any Treatment Plans that do not have a linking Appointment.
You You may also find the other Predeterminations Reports useful as well, such as the Outstanding Predetermination or Predetermination Received Reports.