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In this video, I walk you step-by-step through how to create, organize, and manage treatment plans in Dentrix so your team can present treatment clearly and keep cases moving forward. We’ll cover how to add procedures to a treatment plan, organize phases, make updates, and use tools inside Dentrix to streamline your workflow and save time at the front desk and chairside. Whether you’re a hygienist, assistant, or front office team member, this tutorial will help you use Dentrix treatment planning more efficiently in everyday practice. This video is sponsored by MouthWatch Intraoral Cameras. If you’re looking for an affordable, easy-to-use intraoral camera for patient education and case acceptance, check them out and use code JAIMETECH when ordering to get free shipping. www.linktr.ee/dentaltechwithjaime Mentioned Tutorials: • How to Chart Existing Restorations in Dentrix • How to Setup Procedure Buttons in Dentrix • How to Setup Dentrix Multi Codes Subscribe for more practical Dentrix tutorials and dental tech tips to make your day in the office easier. ________________________________________________________________________________ CHAPTERS 0:00 How to Treatment Plan in Dentrix (Overview) 0:27 Sponsor: MouthWatch Intraoral Cameras (JAIMETECH = Free Shipping) 1:14 Dentrix Chart Icons + Auto State (TX) Setup for Treatment Planning 3:09 Two Ways to Treatment Plan: Procedure Buttons vs Procedure Codes 4:31 How to Enter Treatment Plan Procedures (Crowns, Build-Ups, Fillings) 6:24 Batch Treatment Planning Multiple Teeth (Use for All Surfaces) 6:50 Open the Treatment Planner Panel + Keep Plans Organized 7:45 Organize Treatment Plans by Visits (Visit 1, Visit 2, etc.) 8:57 Create a New Case (Multiple Treatment Plans in One Patient) 9:37 Give Patients Options: Veneers vs Bonding (Separate Cases) 12:06 Link Alternate Cases + Set Recommended Treatment Plan 13:45 How to Refer Out a Case in Dentrix (Case Status: Referred) 16:19 Refer Out Only One Procedure (Example: Endo Before Crown) 18:11 Delete Case vs Delete Procedures (Important Differences) 20:14 How to Mark a Case Rejected (Keep Record, Remove from Chart) 21:20 Set Case Severity: Immediate vs Future vs Optional 21:50 Print Treatment Plans (What Patients See) 22:44 Why Intraoral Photos Improve Case Acceptance + Insurance Support 24:20 Wrap-Up + More Dentrix Tutorials