3. Name the new case Bridge. 4. Uncheck everything except the composite procedures since those are the only procedures that will be in both cases. 5. Click OK. A new case called Bridge will be created and will contain the composite procedures. As with linked cases, a linked symbol appears next to each case, indicating the connection.
6. In the default case, select all of the bridge procedures and drag them into the Bridge case. You will now have one case containing the implant procedures and one case containing the bridge procedures, but both cases will include the composites.
7. Right-click the default case and select Rename Case. Rename the default case to Implant.
8. Create a new case called Default Case. Right-click the new case and select Set Case as Patient’ s Default Treatment Plan( Figure 4).
CHECK YOUR UNDERSTANDING
Use the following case studies to check your understanding of working with alternate treatment cases in Dentrix. Discuss the following scenarios with your team and decide whether you should create multiple unrelated cases, create an alternate case, or link alternate cases:
Q: Keri Brown has a missing tooth. Dr. Jones recommends that she have an implant to replace the tooth, but she could have a bridge to replace the tooth.
A: Keri will be choosing between two options for treatment, and there is no other treatment that needs to be completed. You should link the alternative cases.
Q: Jane Sterling needs to have a root canal. Dr. Jones wants to present some cosmetic bleaching to her as well. The root canal and the bleaching do not need to be completed at the same time.
A: Since the procedures are not alternatives to each other and are just separate treatments, you should create two unrelated treatment plans for Jane: one for the root canal and one for the optional cosmetic procedures.
Figure 4 Once you have created the alternate cases, create a new default case.
Keep in mind:
• Any time you treatment plan procedures, they are added to the default case in the Treatment Planner. Because you do not want any new procedures added to the cases you just defined, it’ s important that you make a new default case once you have set up your alternate cases.
• You can tell which case is the default case because the case name appears in bold.
• When you select the procedures in the Create Alternate Case dialog box, you are telling Dentrix to add a duplicate copy of the procedures to the new alternate case. You should only check the procedures that both cases will have in common.
• When you complete an alternate case, the procedures that were duplicated in the other case will also be marked as completed. They will not be duplicated in the Chart.
Q: Raul Hernandez needs to have fillings on # 18 and # 19. Dr. Jones is giving him the option of either amalgam or composite fillings.
A: Raul will be choosing between two options for treatment, and there is no other treatment that needs to be completed. You should link the alternative cases.
Q: Tina Leung needs to have fillings on # 6-7 and # 15. Dr. Jones wants her to have composites on # 6-7, but Tina can choose either an amalgam or a composite on # 15.
A: Tina needs to have the fillings on # 6 and # 7 completed regardless of which option she chooses for # 15, so you should create alternate cases for the amalgam and composite on # 15 that both include the composites on # 6-7.
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