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

17. Approval Unapproved treatment is green

18. Thank You

• Practice, get excited

• Feel free to repeat a training session

• Use the materials in the Notebook

• Contact us if you need assistance

• • JoAnn Lowery, pager 3-3000 (3473)

• • Keith Shelton 7-1491, pager 3-3000 (1518)

• • Refer to hand-outs for specifics

• ASK QUESTIONS