Some of our patients have extensive treatment plans, and we don’t want to see all the procedures. How are we able to see only our desired treatment planned procedures on the screen?

To pre-define the default procedure information on the Treatment Plan screen:

• Click  the word “Setup”
• Click the “Account Info” option from the drop-down list
• Click the “Account Info” button
• Select the desired “Default Treatment Plan Filter”
• Click the Save button

NOTE: The setting is global for all locations in an account. Multi-location dental organizations should be aware that the setting affects all locations and users in the account.