Explore How to Add Treatment Code or Change Code Status

With its thoughtful design, the Care Panel on the Clinical Chart proves to be an invaluable tool, streamlining the process of adding common conditions or treatments in just a few clicks. However, when an element is not found on the care panel, the (+) Add Code slide-out becomes particularly useful.

To learn more about the usage and configuration of the care panel feature for an easier dental charting experience, check out this article, 'Utilize the Care Panel Feature'.

Topics Covered 

• Add Treatment via the +Code Slide-Out
• Change the Status of a Treatment Code
• Complete Treatment Code
• Add Payments to Completed Treatment Codes

Add Treatment via the +Code Slide-Out

Watch this video for a concise summary.

Let's delve into the functionality of this feature.

• Select the Patient using the Global Search bar.
• Hover over Clinical > select Chart.
• Click the + Code on the upper right.

• The Add Treatment slide-out displays the following options in three categories:
  • Conditions
  • Treatments
  • Explosion Codes
• Use the Search bar on the top right to look up conditions or treatments.

• Select Treatment Type (Planned, Existing or Completed), as suited to your requirements.
  • By default, the Planned option will be selected.
• Select the desired conditions/treatments.

The added conditions/treatments will appear below.

• Add any mandatory details such as Surface, Tooth/Area, ICD Code, etc., as needed.
• Some procedure codes require additional details depending on how they are configured in your practice settings. To learn more about adding procedure codes, click here.
  • Surface: If surface selection is required, choose the relevant tooth surfaces involved in the treatment. Available options include Buccal, Lingual, Distal, Mesial, Occlusal/Incisal (Mesial Pit), Occlusal/Incisal (Distal Pit).
    • The occlusal surface of molars and premolars is split into two sections, which enables treatments to focus on a portion of the surface rather than the entire area.
  • Tooth: Tooth selection depends on how the procedure code is set up in the practice settings, along with the chosen dentition. Select the appropriate teeth as prompted.
• Click Apply to add to the list.

• You can select Supernumerary Teeth for the related treatment codes.
  • Select Supernumerary, if required.
  • Add any mandatory details such as Surface, Tooth/Area, ICD Code, Modifiers, etc., as needed.
  • Click Apply to add to the list.

• You can also select multiple teeth for treatment codes.

To enable multiple teeth for treatment codes:

• Select Yes for the 'Applicable on multiple teeth' option available within Practice Settings (Procedure Codes).

• Click Add to Treatment at the bottom right to add the code(s) to the Chart.

• A toast notification will appear on the top right stating, 'Code(s) Added successfully.'

Check out this GIF for a quick recap.

Note: To delete a condition, right-click on the intended condition, and select Delete.

• When adding Completed Codes from the Care Panel or the + Code slide-out without selecting an appointment beforehand, a link-to-appointment pop-up will appear.

If you choose Yes,

• Select the Appointment to link the treatment to.
• Click Complete.

If you choose No,

• Select the Location and Date of Service.
• Click Complete to proceed. 

Change Status of a Treatment Code

Watch this video for a quick walkthrough.

The Code Status refers to the stage or action taken for a specific treatment in the patient's treatment plan. CareStack allows practices to update the status of a completed code, eliminating the need to delete the existing code and create a new one with the updated status. This feature is useful for correcting errors when a code has been accidentally marked as completed.

Here are some of the different statuses:

• Proposed: A treatment plan has been suggested to the patient.
• Presented: The treatment plan has been formally presented to the patient.
• Accept: The patient has agreed to the treatment plan and is proceeding with it.
• Alternative: An alternative treatment option has been suggested to the patient.
• Hold: The patient has neither confirmed nor declined the treatment.
• Reject: The patient has opted not to proceed with the proposed treatment.
• Complete: The patient has undergone the treatment as provided by the treatment provider.
   

Let's explore how to update a Code Status.

• Select the patient using the Global Search bar.
• Hover over Clinical > select Treatment Planner.
• Inside the treatment planner, right-click on the intended code to change the status.
• A Confirm Status Change pop-up will appear.
  • The modal will explain the impact of the status change. 
• Click Proceed to continue.

Note: Whenever you change a Completed treatment code to a different status, you will receive a warning modal stating the impact of the code reversal. For example, the modal might indicate that the code is tied to a statement or linked to an active plan, and reversing it will have an impact on those elements.

Complete Treatment Code

Watch this video for a comprehensive walkthrough.

When a treatment procedure is completed, the status of the corresponding procedure code has to be set to Complete. This status change is important to maintain the patient's treatment record, track patient treatment progress, manage billing, and schedule future appointments.

To complete a code:

• Right-click on the code.
• Select the code status as Complete.

A Complete pop-up will be displayed:

• Select Yes or No to Link to appointment.
  • If you have selected Yes, select the Appointment to link.
  • Click Complete.

• If you have selected No, select the Location and Date of Service to complete the code.
• Click Complete.

Note: If a discrepancy is found, there will be a warning pop-up. You can select an action based on requirements and click Proceed.

• On Code Completion, the status on the grid will show as Paid.

Note: Payments can only be posted to completed codes.

• To view a completed code that gets hidden once the code is completed, deselect Hide Completed Items.

Add Payments to Completed Treatment Codes

Once the treatment is completed, 

• Check the Fee for the completed treatment and Patient Payable.

• Hover over Billing > select Payments.

• The payment details, along with the treatment code, will be displayed in the grid.

Note: Please make sure that the Treatment Location is the same as the Payment Location. If it is not, use the Payment Location drop-down to select the desired Location.

Follow this simple guide to easily add a treatment to the chart with the (+) Add Code slide-out, complete a code, change its status, and add payments to completed treatment codes.