In this final episode of the five part series on cleaning up the Dentrix database, Dayna Johnson discusses the importance of maintaining accurate and up-to-date treatment plans. She emphasizes the roles of both the clinical and admin teams in this process, providing strategies for empowering the admin team to manage outdated treatment plans effectively. The conversation highlights the need for clear communication and collaboration between teams to ensure patient data is current and relevant, ultimately improving case acceptance and practice efficiency.

Takeaways:

➡️Cleaning up treatment plans requires careful consideration and research.

➡️The clinical team plays a crucial role in maintaining treatment accuracy.

➡️Empowering the admin team can streamline the cleanup process.

➡️Outdated treatment plans can lead to lost revenue.

➡️Clear communication between clinical and admin teams is essential.

➡️Regularly updating treatment plan fees is important for practice profitability.

➡️Rejecting outdated treatment plans can prompt necessary re-treatment planning.

➡️Utilizing the treatment manager report helps track unscheduled treatments.

➡️Establishing rules for treatment plan age can aid in management.

➡️Continuous education and collaboration can enhance team performance.

Chapters:

00:00 Cleaning Up Treatment Plans

08:38 Empowering the Admin Team

15:49 Final Thoughts and Next Steps

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call