Phases

As stated above, a phase is used within a treatment plan to display when a treatment needs to be done in stages. This can help the office keep track of treatments offered to the patient, and also help the patient understand the procedures that will be done in the future.

You also have the option to move phases between treatment plans (including treatment plans in different incidents) by dragging the Phase line item to the new treatment plan in the incident list. The phase and the associated procedures will be moved to the new plan. It is easier to drag ledger items if you drag them directly to the left or right before trying to drag to the new location.

A Phase will begin as the first line within the ledger with "Phase 1" as the default name, and a "Schedule" button under the Appointment Date column.

Treatment

These line items will display information within the columns, similar to how charges show in the Transaction Ledger.

You can move treatments between phases or treatment plans by selecting the item, then dragging it to the new phase or treatment plan.

Within the ledger, a treatment will appear green (default) while open/awaiting a predetermination estimate from Insurance, or gray (default) once the estimate has been applied to the treatment.

Scheduled Treatments

Among the columns, you should see an additional "Appointment Date" column for each Treatment and Phase. To schedule a Phase of treatments, click on the 'Schedule' button, and you will be taken to the schedule to create an appointment.

Otherwise, to schedule an individual treatment, click on the blank space under the Schedule column next to the treatment. If there are any future appointments available, they will show in black, all past appointments will be grayed out.

Printed Treatment Plan

Once you've assembled a Treatment Plan you can present it to the patient. To provide the patient with a printout, go to the Print Menu above the ledger, and select "Print Treatment Plan".

If you do not like the format, we do have a few other templates to choose from, simply go to the References Ability > Forms > Search "Treatment Plan". Then follow the steps here to set the form as the default Treatment Plan form.

Once printed, the Printed Treatment Plan line on the ledger will appear in black (default) with "Treatment Plan" under the Code column.

Printed Predetermination

Within MacPractice, expected payments are referred to as Predeterminations. In order to add an expected payment to a treatment plan, you will first need to print the predetermination (smiler to a claim).

To do this, first select the Treatments to be included on the Predetermination. (Use Command-and Click on each Treatment to select multiple treatments, or Shift-Click to select all Treatments in a range.) Once you have your Treatments selected go to the Print Menu > Print Predetermination. This will open up the Claim Creation Window.

Once posted, the Predetermination will appear in pink (default) while it is open with "Predetermination Sent" within the Code column. Then once the Predetermination is received and applied, it will change to gray (default) to indicate that it is closed.

Predetermination Received

Once you receive the predetermination from the insurance company, you can post it by selecting the "Predetermination Sent" line, and going to the Payment Menu > Predetermination Received. This will open a window similar to the Insurance Payment window.

Once saved, you should see a new line on the ledger with "Predetermination Received" in purple (default) under the Code column.

For a bit more information, visit the Handling Received Predeterminations section of our How To article.

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