Charting the Patient > Treatment Planning
Although you can create multiple treatment plans for each patient, only one treatment plan may be active at a time. To manage multiple plans, you can copy or move procedures from one plan to another.
To copy or move procedures from one treatment plan to another:
Create or open the treatment plan into which you want to copy or move a procedure from another plan.
Click Copy from. The Select Tx plan pick list is displayed.
Highlight the plan from which you are getting the procedure, and click Select. The Copy Procedures from Tx Plan window is displayed, with a list of procedures in the plan.
Highlight the procedure in the list. You can select any or all the procedures.
To change the visit numbers, select First visit from this plan should become visit, and enter a visit number.
Click Copy selected or Move selected.
Creating a Treatment Plan from the Charting Module