Treatment Plans

Generating a Letter for a Treatment Plan

To generate a letter for a patient treatment plan:

1. From the main window, click . The Letters Queue window is displayed.

2. Click New. The Add Letter to Queue window is displayed.

3. In the Source Type field, select Single Patient.

4. In the Source field, use to search for and select the patient.

5. In the Document list, double-click Treatment Plan. The Service Dates For window is displayed with Treatment Plan selected.

6. You can select Actual charges for this letter instead of Treatment Plan.

6. Select the Treatment Plan from the drop-down list.

7. Click Ok. The Treatment Plan document is added to the list of selected documents in Add Letter to Queue Window.

8. The letter is also added to the patient's letter history on the Letters tab of the Patient Workspace window.

8. Click Ok.