Setting Up Treatment Plans

From the Hard Tissue Chart

To create a new treatment plan from the patient's chart:

1. On the Patient tab, select Clinical > Hard Tissue Chart.

2. Under Mode, select Planning. Unmanaged Procedures is displayed by default.

3. Click + to create a new plan. The Create New Treatment Plan window is displayed.

4. Enter a unique name for the new plan and click OK. The new plan becomes the Current Plan.

5. Begin charting by selecting tooth, surface, or region.

6. Select the type of procedure and the procedure code from the list.

Note:  To add additional procedures, click Add Code in the Tools section.

7. Continue adding procedures to the plan. Each proposed procedure is added as a note in the Clinical Notes section of the left panel and saved automatically with the plan.

To edit a plan from the patient's chart:

1. On the Patient tab, select Clinical > Hard Tissue Chart.

2. Under Mode, select Planning.

3. Select the plan from the Current Plan drop-down list.

Note:  Procedures that have been proposed, but not added to a plan, are found under Unmanaged Procedures.

4. Click the Pencil icon to edit the selected plan. The Viewing Treatment Plan window is displayed.

5. Click the Pencil icon. The Manage Treatment Plan window is displayed.

6. From here, you can rename the plan; select or change the plan provider; assign procedures to a group; add a new group and procedures; or re-order, edit, add, or delete procedures from the plan.

Note:  You can use the Copy icon to add another instance of a procedure to the list.

7. Use the Patient Notes field to enter messages about the plan you want to convey to the patient when the treatment plan is printed.

8. Click Save Changes.

 

Related Topics

From the Treatment Plans Window

Working with Unmanaged Procedures

Accessing the Location Treatment Plan List

Creating Digital Signatures

Skill Sharpeners