2.1 Treatment Proposals
- Add Treatment Proposal for Ryan Walker from the Power Practice Module
- Option 1: 17 exo (71211)
- Option 2: 17 RCT with Occlusal Comp Resto (33141, 23321)
- Option 3: 17 RCT with Crown (33141, 27211)
- Add a title for each proposal
- Add a treatment note for pre-authorization for option 2 (covering 50%) and option 3 (covering 50%)
- Change proposal statuses to in review
- Change statuses to reflect patient acceptance of option 3
- Run Report of all New and In Review Proposals
2.2 Planned Treatment Management
- Add 24 Crown (27211) and 25 Comp MOD (23313) as planned treatment for Cherry Walker
- Select Yes under the submit claims option in the treatment flow box
- Update the 24 Crown status to Approved and adjust the splits so the Sunlife insurance portion is $300
- Use the Treatment Planner and separate the 24 Crown to create an estimate with only the Crown
2.3 Treatment Status Report
- Run the treatment status report for Planned Claim Status only
