The Options selection within the right click menu of the proposal area will bring up the Proposal Options.
- Choose which treatment statuses you want to view along with treatment proposals. Selecting all of these options will prevent the existing treatments on the Odontogram’s visual display from disappearing when using the Proposal tab. This ensures you can keep an accurate reference of the patient’s existing dental profile in mind while reviewing suggested proposal treatments. Highly recommended option.
- You have an option for Default Billing Dr/Provider. This can be set in the Transactions settings. From drop-down simply uses the producer set in the upper left drop-down selection.
- You can Show Flow Screen after Accepting Proposal. This window can be seen in the image below.
- You can choose to print or email an estimate.
- Submit to insurance, via EDI or a printed claim form.
- You can also create a planned appointment for the patient, with the treatments proposed linked to said appointment.
- You can Show Fee Columns on the proposals tab.