Completing a Treatment Plan Group

If a patient accepts the treatment plan and the work is performed for an entire group, you can post the treatment plan procedures from the charting module.

To post completed treatment plan items for an entire group from the Treatment Planning tab:

Select a treatment plan item that has been completed. Note which treatment plan—primary, secondary, or tertiary—it is on.
Click the corresponding button for the selected treatment plan on the Treatment Plan toolbar. A message asks if you want to post treatment plan items.
Click Yes.

Completing Selected Items in a Group

To post completed treatment plan items in a group:

Select a treatment plan item that has been completed.
Click Complete selected treatment plan items on the Treatment Plan toolbar. A message asks if you want to post the items.
Click Yes.

Deleting Treatment Plan Items

To delete a treatment plan item:

Select a treatment plan item that has been completed.
Click Click to delete selected item(s) from the Treatment Plan toolbar. A message asks you to confirm the deletion.
Click Yes.

Note: Instead of deleting a treatment plan, you can change the status to Declined - Move transactions to archived TP.