How to get a list of TX Planned specific procedures

As insurance benefit years end you want to make sure that patients needing treatment get their amounts utilized.  In Revenue IQ under Treatment,  there is the  Tx Type drop-down menu.  There are pre-selected treatment bundles or under the Tx Planned menu, you can select your own service codes.  Then you can select all or specific insurance plans and even adjust the dollar amount of benefits remaining. A good option is to see what crown procedures you have a better chance of getting scheduled before the year's end.  Tasks can then be created in order to delegate and track the scheduling of these patients.