5 Treatment Recommended
Once the patient moves to the Treatment Recommended phase you can create Treatment Options for the patient. Click on the patient in the list to begin.
The Treatment Recommended checklist has three sub-sections on tabs: Create TX Options, Gain Acceptance, and Sign Contract.
Create TX Options
Click on the Treatment* drop-down list to select a treatment type, then select the Severity*: Mild, Moderate or, Complex. This fills in your default treatment time, description and fee, edit if desired.
Next, add any additional charges, edit insurance amounts and primary vs secondary, if needed, and apply discounts. You can also adjust minimum and starting initial fee, preferred and maximum months of payments and estimated monthly payment.
PIF discount allows you to control whether or not the patient receives a paid in full discount. This overrides the standard practice settings.
The treatment fee + add-ons, less discounts, and any insurance benefits are calculated for the Out-of-Pocket Investment and displayed in the Summary at the right.
You may add multiple treatment options, for example full braces with and without surgery or full braces and aligner treatment. Click Add Options to add more treatments.
Gain Acceptance
The Gain Acceptance screen lets you review the treatment plan options and present them to the patient. Click on Present on this computer to discuss with the patient/responsible party or share it with the patient or responsible party via email and save notes. The Analytics section at the right of the screen provides a detailed history of actions.
The Treatment Presentation screen (a.k.a. Slider) displays when you select present on this computer as well as when you Share Treatment Plan (on the patient's screen.) It includes plan financial details on the left and a payment slider on the right where down payment and monthly payment amounts may be adjusted by moving the slider or editing the Down Payment, Monthly Payment and Payments boxes at the bottom of the screen. Click on the buttons at the top right to switch between treatment options.
Hover over the insurance estimate to view details:
When a patient accepts treatment, they can review their choices, select the day of the month for their payments and the cancel if they need to make changes, or accept to continue.
Once accepted, a contract is created, the patient’s status is updated to Contract Sent and the Treatment Option Status moves to Patient Accepts Treatment.
Sign Contract
Once the contract is signed, the patient will move to the start phase.
Click on present on this computer to review the accepted slider settings. When the patient/responsible party signs the contract electronically, GCM automatically changes the status to signed and moves the patient into Starts. To manually mark the contract as signed, click on Re-Send Contract to open the Send Contract Status screen and set as signed or resend the contract.
