Treatment Planning > Using the Case Presentation Module > Creating Case Presentations Using PowerPoint

Creating Case Blueprints

You can insert the following patient information placeholders into a case blueprint or ADA procedure presentation:

• Portrait

• Name

• Address

• Phone number

• Chart

• Images

• Financial

• ADA code

When the patient presentation is assembled, the placeholder is replaced with the appropriate patient data.

To create a case blueprint:

1. In PowerPoint, select SoftDent Case Presentation Files > New Case Blueprint. The New SoftDent Case Blueprint window is displayed.

2. Type the case presentation file name in the Enter a filename for the new case blueprint field and click OK. Slide 1 on the new case blueprint is displayed.

3. To insert a new slide, select Insert > New Slide. The new slide is displayed.

You can insert placeholders for:

4. To insert a placeholder into the slide, select the placeholder from the Insert > SoftDent Placeholders menu.

5. Move the placeholder to the appropriate location.

6. After you create the blueprint, click Save and close the PowerPoint software.