Tx Plan Time Line

After you schedule the first appointment for a treatment plan, you can view a time line illustrating the patient’s treatment by clicking the Tx Plan tab in the patient chart. The time line is displayed at the bottom of the window.

The time line displays the appointment types and approximate dates the appointments are to be scheduled.

The appointment types in the time line and the Treatment Plan window are color-coded.
- Dark green — Completed
- Light green — Scheduled/on target
- Blue — Targeted future date
- Red — Off target
- Purple — Emergency Walk In
Click the scrollbar to view all of the time line information.
Deselect the Show Descriptions option to display only dates on the time line.
Click View Totals to view the total fee for the treatment plan, the length of treatment, the ADA code, the contract description, and a treatment description. More...
The amounts in the fields are calculated based on the following:
- Per Month—Based on the number of months entered in the Tx Months field. (The total amount of the plan is divided by the number of months in the treatment plan.)
- Per Visit—Based on the number of steps or visits in the treatment plan. (The total amount of the plan is divided by the number of steps in the treatment plan.)
- Per Clinical Hour—Based on the sum of the duration of time associated with each step. (The total amount of the plan is divided by the number of hours of treatment.)
If you make changes to a treatment plan and select No when the software prompts you to update the plan, you can use the Recalculate Totals button to adjust the totals.
Click Edit Information to change the information in any of the fields.