Front Desk: No treatment plan or deferred treatment

Select Before reading this article, please refer to our Front Desk: Day Sheet & Aftercare article.

Did not present treatment

Deferred Treatment

Did not present treatment

Completing "Did not present" section of the Treatment Planning form

Select the drop down tab and select the reason that best fits as to why the treatment was not presented. Upon completion, submit the form.

Remember: Treatment does not always need to be presented for healthy patients or for patients that need to be referred to an external practice. However, if a patient should could have used a treatment plan and it wasn't discussed then it is a missed opportunity to earn more money for your practice.

Deferred Treatment

Finishing your patient's treatment plan

Patients will occasionally decline the treatment a doctor offers or they will not need further treatment. Using the drop down tab, select the reason that best fits for continuing their treatment plan. If the patient deferred, add a note as to why. Upon completion of the form you will be able to attempt to reschedule with the patient.