Open Dental Webinar- Treatment Plan Basics

You will learn about:
• Treatment planned procedures in the Chart Module
• Active, inactive, and saved treatment plans
• Prioritizing treatment
• Customizing the treatment plan
• Creating planned appointments
• Entering discounts, updating fees
• Insurance remaining
• Preauthorizations
• Printing & emailing treatment plans

Recorded using version 19.4. Your software may differ in appearance depending on the version being used.

CORRESPONDING MANUAL PAGES:
Treatment Plan: https://www.opendental.com/manual/tre...
Planned Appointments: https://www.opendental.com/manual/app...
Treatment Finder Report for a list of patients with unscheduled treatment: https://www.opendental.com/manual/rep...

00:00 - Intro
00:33 - Treatment planned procedures in the chart module
01:58 - Active, inactive, and saved treatments plans
04:47 - Prioritizing treatment
08:32 - Creating planned appointments
09:40 - Entering discounts, updating fees
11:25 - Insurance remaining
12:30 - Preauthoorizations
14:13 - Printing and emailing treatment plans