Skill Sharpeners

Exercise 1: Toggle Between Modes

Use the Treatment Planning toolbar to toggle between treatment planning mode and presentation mode.

To toggle between treatment planning mode and presentation mode:

Click the Treatment Planning tab.
Click the Switch to Presentation Manager button on the Treatment Plan Mode toolbar. The Presentation Manager window is displayed.
To switch to treatment planning mode, click the Switch to Treatment Planning button on the Treatment Plan Mode toolbar.

Exercise 2: Change the Group Number of a Procedure

Select a patient that has a treatment plan. One of the items in the treatment plan is an extraction single - uncomplicated on tooth 16. This procedure is in group P2. Change the group to P3.

To change the group number for this item:

Click the Treatment Planning tab.
Select the procedure whose group you want to change.
Click Click to change the treatment plan group from the Treatment Plan toolbar, or right-click and select Change TP Group from the menu. The Modify Group Number window is displayed.
Select a different group number from the Group Number drop-down list. The Treatment Selection List displays again, and the change is displayed.

Next, return the item to the correct treatment plan:

Select the procedure.
Click Click to change the treatment plan group from the Treatment Plan toolbar, or right-click and select Change TP Group from the menu. The Modify Group Number window is displayed.
Select the correct group number from the Group Number drop-down list. The Treatment Selection List displays again, and the change is displayed.

Exercise 3: Print a Treatment Plan

Print the secondary treatment plan for a patient.

To print a treatment plan:

On the Treatment Planning tab, right-click. The Treatment Planning Shortcut Menu is displayed.
Select Print the treatment plan. The Patient Treatment Plan Report window is displayed. In the Select the treatment plan that you would like to print field, click the drop-down list and select All.
Print all groups, so set both fields to 0.
Click OK. The Output Options window is displayed.
Select the option you want and click OK. The Treatment Plan Additional Setup window is displayed.
Enter any additional comments you want or any financial arrangements that you want to appear on the treatment plan and click OK.

Exercise 4: Sort Treatment Plan Items

Sort the treatment plan items by tooth number. Then sort by treatment plan group number.

To sort treatment plan items by tooth number and treatment plan group number:

On the Treatment Planning tab, click the column header T#. The treatment plan items are sorted by tooth number, from highest to lowest.
Click the T# column heading again, and the items are sorted by tooth number from lowest to highest.
Next, sort by treatment plan group number.

Exercise 5: Build a Case Presentation

Build a case presentation for a treatment plan. Entitle the presentation TestPresentation1. Make sure that the fees associated with each procedure are in the presentation.

To build a case presentation:

On the Treatment Planning tab, select the items in the treatment plan.
On the Treatment Plan toolbar, click Click to build a SoftDent case presentation for the selected procedures. The Build a New Case Presentation window is displayed.
In the Specify a label for the new presentation field, type the name for the presentation: TestPresentation1.
Select one of the options in the Select the case blueprint to use when creating the new presentation section.
Click View to preview the presentation.
Review the presentation and click End of slide show.
In the Build a New Case Presentation window, select Display the fee for each treatment plan item listed.
Click Build.
Review the presentation and click Close. The SoftDent Case Presentation Module - Your Presentation is Ready! window is displayed.
Select I want to email the presentation to the patient or referring doctor and click OK. The SoftDent Email window is displayed. The patient information is displayed, and the presentation is attached.
Review the recipient information and make any corrections.
Type a message to the patient.
To send the presentation, you would click OK (Send). For this exercise, click Cancel.