1. JoAnn Lowery 6-15-06 AxiUm Training University of Kentucky
College of Dentistry TREATMENT PLANNING
2. Welcome
Introductions
Todays Objectives:
Learn to enter treatment plans using the transaction
module
Overview of entering treatment plans
Hands-On training with scenarios
Questions and Answers
3. CHOOSING YOUR PATIENT
Step 1: Choose Rolodex icon from main screen.
Rolodex Icon
4. TRANSACTIONS ICON Click the Transactions icon
5. STEP 1 Treatment Tab Select the Treatment Tab-This will open
the screen shown on slide six
6. ADD TREATMENT
7. STEP 2 New Claim Select the type of claim here-When entering
student treatment, this will be dental insurance Click the New
Claim Button
8. Enter Claim Information Ensure information is accurate
9. STEP 3 Code Field This is the More Button
10. Procedure Code List Select Category (Discipline) here
Search by Code or Procedure Description Select Type of Code here
Click on magnifying glass to start search
11. STEP 4 - Site, Surface, Unit Enter site(s) and surface(s)
here Enter number of Units here, if multiple units for a CPT
code
12. Step 5- Entering Provider # and Treatment Location Click
the more button to select provider Trx location This should default
to College Main Building
13. STEP 8 - Discipline The discipline field is set to enter
the appropriate discipline from the treatment code you chose.
14. STEP 10 Add/Complete Click the Add Button to add the
treatment entered
15. STEP 11a Finalize (same provider) Click New (NOT New Claim)
to enter additional treatment by the same provider
16. STEP 11b Finalize (different provider) Click New Claim (NOT
New) to enter additional treatment by a different provider