Treatment Planning > Using the Case Presentation Module

Building Case Module Presentations

A presentation is usually customized to a patient’s proposed treatment plan and focuses on all aspects of the treatment. You can build, view, and show a customized presentation to the patient.

Create a presentation by combining blueprint slides with slides associated with specific procedure codes. You can build a presentation from SoftDent or from the charting module.

A presentation can be accessed as a patient document from the document manager.

To build a presentation:

  1. In the Patient List window, select the patient and select Treatment Plan from the Options section of the Express bar or Options menu. The Treatment Plan List window is displayed.

  2. Select Case Presentation Module from the Options section of the Express bar or Options menu. The SoftDent Case Presentation Module - Select the Transactions to Include in your presentation window is displayed.

  3. Select the procedures to add to the case presentation. To select consecutive items, press Shift. To select non-consecutive items, press Ctrl.

  4. Click Click to build a SoftDent Case Presentation for the selected procedures. The Build a New Case Presentation window is displayed.

  5. Type the name of the presentation in the Specify a label for the new presentation field.

  6. Select the case blueprints to use in the presentation.

  7. Select an option:

  8. To display the fee for each item in the presentation:

  9. To exclude the fee from the presentation:

  1. Click Build. After the presentation is built, the SoftDent Case Presentation Module - Your Presentation is Ready! window is displayed.

  2. Select an option:

  3. To view the presentation in the slide show viewer:

  4. To edit the presentation in the slide show application:

  5. To e-mail the presentation:

  6. To do nothing with the presentation:

  7. To start the presentation with the first ADA presentation slide instead of introductory information:

  1. Click Close.