Accessing the Treatment Planning Tab

Click the Treatment Planning tab, and the Treatment Plan window is displayed.

The Treatment Plan Selection List is a list of each procedure in the treatment plan, with the creation date, ADA or transaction code description, group number, tooth number, surface or quadrant number, provider who planned the treatment, total charge, estimated insurance payment, estimated patient portion, and status of each treatment plan item.

By default, items in the treatment plan are displayed in the order they were created.

A Microsoft PowerPoint software icon is listed to the left of each item for which a case presentation can be built.