📊 Struggling to get patients to say YES to treatment?
In this conversation, Dayna Johnson breaks down the concept of case acceptance and why it is one of the most critical metrics for a thriving dental practice. Learn how to manage unscheduled treatments, track acceptance accurately, and boost your overall case acceptance percentage to hit top-performing levels.

Dayna shares practical examples, actionable tips, and best practices to help your dental team engage patients, document treatment plans correctly, and measure success using the Dentrix Practice Advisor Report. Whether you’re aiming to hit the industry average or exceed 75% acceptance rates, this session gives you the tools to turn treatment plans into scheduled production.

Key Takeaways:

What case acceptance really means and how to define it in your practice
Why managing unscheduled treatments is key to improving acceptance rates
How to update treatment statuses in your practice management software
Why rejecting declined treatments helps maintain accurate reporting
Understanding industry benchmarks (42%–58%) vs. top performers (75%+)
Using the Dentrix Practice Advisor Report to measure progress
Tips for proactive patient engagement and treatment planning

Chapters:

00:00 Understanding Case Acceptance
08:29 Managing Treatment Plans Effectively
12:46 Analyzing Case Acceptance Metrics

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#176 Dentrix Case Acceptance tips and tricks

Want to improve your case acceptance and streamline treatment planning in your dental practice? In this episode, Dayna Johnson breaks down how to master treatment planning in Dentrix, covering everything from case dates and alternate cases to customizing treatment plans for better patient understanding.

Drawing insights from a recent Dentrix User Meeting, Dayna shares how small adjustments in your treatment planning process can have a big impact on efficiency, communication, and production.

✅ Key Takeaways:
~ Treatment planning is the foundation of strong case acceptance.
~ Use case dates strategically for tracking expiration timelines.
~ Link alternate cases to present multiple options to patients clearly.
~ Customize treatment plans to focus on what patients really care about—their out-of-pocket costs.
~ Always accept or reject treatment instead of deleting it for accurate tracking.
~ Clear communication is essential for patient trust and workflow harmony.

💡 Free Resource:
Download the free tip sheet on linking cases in Dentrix: https://novoneecommunity.mykajabi.com/linking_alternate_cases

⏱️ Chapters:
00:00 Introduction to Treatment Planning
02:44 Understanding Case Dates and Their Importance
05:19 Linking Alternate Cases for Better Patient Options
08:34 Customizing Treatment Plan Estimates
11:21 Accepting and Rejecting Treatment Plans

#182 Four Popular Questions Answered Dentrix Treatment Planning Process

Hey there, I’m Dayna Johnson . . . dental practice management expert, certified Dentrix trainer and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership. It wasn’t long ago that I lived in your shoes navigating the daily challenges of managing a dental practice with the hopes and dreams of having a productive schedule, money in the bank, and getting home on time to my sweet daughter.  After 25 years working in the dental practice and 17 years as a certified Dentrix trainer, I found my life’s work helping dental teams 1:1 optimizing their systems and software. If you are looking to create the thriving dental practice you have always dreamed of and empower your high performing dental team, you are in the right place. Let’s get started!

New tracks tagged #dentrix case acceptance