Starting in the Odontogram Proposals tab:
- Add Treatmet Proposal for Brad Brown using the right click selection “Add to New Proposal“.
- Option 1: 45 PFM Crown.
- Option 2: 45 MODBL Comp Fill.
- Add Treatment Proposal for Brad Brown using the Temp List.
- Option 1: 17 RCT with O Comp Fill.
- Option 2: 17 Simple Exo.
- Delete the Comp Resto from the 17 Option 1 proposal and add a PFM instead.
- Delete 17 Option 2 and add a new proposal for 17 as Complicated Exo.
- Add a title for each proposal with the units of time included in the name.
- Send a Proposal Message to reception via right click menu.
Next, we will work in the Treatment Proposal Module proper:
- Open the Treatment Proposal module under the Patient menu option.
- Add a treatment note for 17 and 45 Option 1 that Pt requested pre-auth before making a decision.
- Change proposal statuses to In Review.
- Change statuses to reflect patient acceptance of the 17 Option 1 and decline of 17 option 2.
- Run a report of all New and In Review proposals.
- View the Proposal History from the Odontogram (right click menu).
- Change the Proposal Options in the Odontogram to display the fee column.