Treatment Basics

Overview

The treatment details is probably the most important process when it comes to streamlining the patient appointment. Core Practice has made it as simple as possible for both dentists and staff so as to provide the best patient experience possible. Here is your starting guide to treatment details:

1. Accessing treatment details
2. Treatment details overview
3. Entering treatment

You can also watch this quick video showing you the treatment workflow: 

Accessing treatment details

1. Click on the patient's appointment, click the three dots, and click on Treatment details, as seen below.
   

Treatment details overview

The Treatment details contain all previous treatments which have been provided to the patient.

Treatment details



a) Date: organised with the most recent entry in the first position.

b) Provider: name of practitioner and the location where treatment was provided.

c) Item/Description: ADA code and description of each item provided.


Editing options for an item that has been invoiced


d) Tooth/Surface: tooth number and surface (if applicable to the treatment).

e) Fees: cost of each item number.

f) Treatment note: treatment note for each item number.

g) Cog: dropdown menu with more functions (you may not see all these options as you may not have the required permissions).


Editing options for an item that has not been invoiced




Financial summary

Looking at the bottom of the page, you can also see the invoice/payment summary.



a) Total: includes all transactions and discounts.

b) Not Invoiced: invoices that have not been created.

c) Balance: an amount that needs to be paid.

d) Prepayment: amount paid in advance for treatments (credits).

Entering treatment

Core Practice has a unique workflow for entering treatments. Before you can enter the item numbers, you will be required to select the patient's health fund. The automatic fee level selection is practical if you have a strict business rule in relation to specific health funds under certain conditions, such as per location or provider. Removing the human input will ensure that the correct fee level is always selected.

1. When in "Treatments", click on Select Fund.                                                                                                                         
   
   
   
2. If the patient has multiple health funds in the system, select the correct one by clicking Change fund.
   
   
   
   In this section, you will see the default health fund. You will also see how long ago it was added. This will be a useful indicator as to whether the reception staff has entered the current health fund details. It is strongly suggested that the reception staff check the patient's health fund card before they're seen. Regardless, we recommend the dentist confirms with the patient. The most recently added health fund will be set as the "default".
   
   
   
3. Switch between the options by clicking Previous or Next.
   
   
   
   
   
4. Click Submit and Start Treatment.
   
   
   
   At this point, the patient's "Treatment" details is locked and will not become available until you are finished.
   
   
   
5. Select the required item numbers.
   
   
   
   a) Search bar: allows you to search by item code or description; select from the dropdown menu.
   b) Tabs: "Common" tab has frequently used item codes; "Planned" tab allows you to select item codes from the patient's current treatment plans (if applicable).
   
   
   
6. Click Done or Create Invoice once you have finished entering treatment codes.
   
   

• Clicking Done will unlock the "Treatment" details and allow the reception staff to take the payment.
• Clicking Create Invoice will start the payment process, so do that if you will be the person taking the payment.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!

Click Next to learn how to take a payment.