Edit Treatment Plan HELP

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speeples
Posts: 20
Joined: Tue Feb 05, 2019 1:27 pm

Edit Treatment Plan HELP

Post by speeples » Thu May 07, 2020 11:03 am

I'm trying to figure out why I don't have the option to leave a note when putting in estimates. Let me guide you:
In the treatment plan, I double click on a procedure, which brings up the "Procedure Info". When I double click in the "Insurance Estimates and Payments" it brings up "Edit Claim Procedure". On the right side, above the ok/cancel buttons there a box for Estimate Note...why can't I make a note in there??
Thank you.

joes
Posts: 21
Joined: Tue Aug 13, 2019 12:41 pm

Re: Edit Treatment Plan HELP

Post by joes » Thu May 07, 2020 3:50 pm

Hello, speeples. The Estimate Note field cannot be edited. Automated notes appear in that field when the procedure's estimate is being affected by certain insurance conditions. The note may say "Over annual max", "Exclusions", or "Limitations" if any of these are affecting the procedure's estimate.

There is a note field on the treatment plan module that can be edited, below the Procedures grid. The notes entered there will show on the treatment plan when it is printed. We also have a manual page that describes several other places in the program where notes can be kept, https://www.opendental.com/manual/notes.html. If none of these suit your needs, please send us a feature request or vote on an existing feature request. You can find more details about feature requests in our manual at https://www.opendental.com/manual/featurerequests.html.

speeples
Posts: 20
Joined: Tue Feb 05, 2019 1:27 pm

Re: Edit Treatment Plan HELP

Post by speeples » Tue May 12, 2020 11:47 am

Thank you

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