Fetching the balance amount from the treatment plan

[beacondental]

Hi Team,

Please provide me some guidance on how to fetch the balance amount from the treatment plan module of Open Dental software.

[DerekR]

Good morning beacondental,

Please provide me some guidance on how to fetch the balance amount from the treatment plan module of Open Dental software.

To obtain the data shown in the treatment plan module, I would recommend following the steps we have listed in this previous forum post: Billing Estimate Endpoints.

Ok, spend a bit more time this morning. From the API docs, it appears ProcTP is only for *saved* / inactive plans, which is why I can't see them for the patient I'm looking at. Is there a way for *active* plans to see the cost information from my screenshot? I've not been able to find an endpoint that provides this data, or a table.

Good morning graham_muller,

The data you are looking for is derived from several tables and can vary depending on how an office has Open Dental configured.

For Active and Inactive Treatment Plans, you can do what Open Dental does to calculate the row(s) you need:

Code: Select all

 Procedure.ProcFee
 - Claimproc.InsEstTotalOverride or Claimproc.BaseEst for Primary Insurance
 - Claimproc.InsEstTotalOverride or Claimproc.BaseEst for Secondary Insurance
 - Claimproc.WriteOffEstOverride or Claimproc.WriteOffEst
 - Procedure.Discount 
 + Procedure.TaxAmt
=
Patient Portion

Like you mentioned, for Saved Treatment Plans, the grid rows are directly from the ProcTP table. You can use ProcTPs GET to obtain them and calculate the patient portion similar to above.