To create a new treatment plan:
On the Patient tab, select Clinical > Hard Tissue Chart.
Under Mode, select Planning.
Click + to create a new plan. The Create New Treatment Plan window is displayed.
Enter a name for the new plan and click OK.
Begin charting by selecting tooth, surface, or region.
Select the type of procedure and the procedure code from the list.
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 procedure:
Find a patient who has unscheduled procedures.
On the Patient tab, select Treatment Plans > Unmanaged Procedures. The Edit Unmanaged Procedures window is displayed.
Click the Pencil icon. The details become editable.
Find the procedure you want and change the fee.
Schedule the procedure.
Click Save Changes.
From the Treatment Plans Window
Working with Unmanaged Procedures