Open Dental Forum

What does the date selector under the Save TP button do in the treatment plan module?

It looks like it is still being documented ATM. It seems to have something to do with taking frequencies into account if you have the "Enable Insurance Frequency Checking in Treatment Plans" preference on.

I'm not exactly sure on how it works so I'm going to stop there and let someone else elaborate further.

Some helpful links for other viewers.
http://www.opendental.com/manual/modulesetuptreat.html
http://www.opendental.com/manual/treatmentplan.html
http://www.opendental.com/manual/version16_3.html

The date selector in the TP module works by pretending that the date the estimates will be done for is the date selected in the date selector. Prior to this feature, the estimates in the TP module would always calculate based on today's date. However, what if the treatment won't be done for several months and the patient wishes to see what their coverage will be like at that time? That's what the date selector is for. If the patient has met their annual max or frequency limitation on procedures, they may want to see what it would cost at the end of the year. You select the next year, click "Refresh" and the estimates will show as if they were being calculated for next year instead of today. It gives you and the patient a more accurate representation of what things will cost at that particular time.

Thanks. Looks like it's going to be useful now that the year is coming to an end.