Treatment Planning

Printing Treatment Plans

After entering a treatment plan in the software, you can print a copy of the plan, including estimated insurance amounts, for the patient to approve.

To print a treatment plan:

1. Select an option:

2. In the Patient List window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

3. In the Patient window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

4. In the patient Transactions window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

5. In the InOffice window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

The Treatment Plan List window is displayed.

2. Select Print Treatment Plan from the Options section of the Express bar or the Options menu. The Patient Treatment Plan Report window is displayed.

3. Select the treatment plan you want to print from the drop-down list.

4. Select an option:

5. To print the report for all groups:Type 0 in the Select Treatment Group fields.

6. To print a single group:Type the group number in the first Select Treatment Group field and 0 in the second.

7. To print the report for several groups:Type the starting group number in the first Select Treatment Group field and the ending number in the second field.

8. To print the fees by group:Select Break down fees by Group.

9. To use insurance estimation amounts without including the patient’s year to date benefits:Select Print using insurance estimation amounts that were calculated without taking into account the patient’s used YTD benefits.

• If this option is selected, the patient, insurance, and total fees are printed. If this option is not selected, only the total fees are printed.

2. To print the amount for each procedure:Select Print the fee for each procedure listed on the printout.

5. Click OK. The Output Options window is displayed.

6. Select an option and click OK. The Treatment Plan Additional Setup window is displayed.

7. Select from the following options:

8. To add a pre-defined comment to the treatment plan:In the Additional Comments section, select the comment title from the Pre-defined comments drop-down list. Click OK.

9. To add a new comment to the treatment plan that will not be used in the future:In the Additional Comments section, type the comment text in the text field. Click OK.

10. To add a new comment to the treatment plan and save it for future use:In the Additional Comments section, type the comment in the text field, and select Save this comment for future use. Click OK. The Save Treatment Plan Comment window is displayed. Type a title for the comment, and click OK.

11. To add a pre-defined financial arrangement note to the treatment plan:In the Financial Arrangements section, select the note title from the Pre-defined messages drop-down list. Click OK.

12. To add a new financial arrangement note to the treatment plan that will not be used in the future:In the Financial Arrangements section, type the financial arrangement note text in the text field. Click OK.

13. To add a new financial arrangement note to the treatment plan and save it for future use: In the Financial Arrangements section, type the comment in the text field, and select Save this comment for future use. Click OK. The Save Treatment Plan Financial Arrangement Text window is displayed. Type a title for the comment, and click OK.

• These options are available when 1# SOFTDENT Laser TP w/Comments & Financial Box is the selected treatment plan form. Options are limited if you are using a different form.

8. Click OK.

9. You can also add new treatment plan comments in the Treatment Plan Comment window, and you can add new financial arrangement messages in the Treatment Plan Financial Note window. For more information, see Saving Treatment Plan Comments and Saving Treatment Plan Financial Arrangement Notes.