How do I prepare a treatment plan?

Access a patient’s Treatment Plan screen in one of following ways –

(1) Click the word “Transactions” and choose the “Treatment Plan” option from the drop-down box

(2) Click the Treatment Plan Entry icon in the picture toolbar

(3) Select Charting, Click Advanced Charting, and select the Treatment Plan Tab

(4) Click the Restorative Chart Icon and select the Treatment Plan Tab 

       (5) From the Schedule, right click on the patient's appointment, select Go To, and then select Treatment Plans

Treatment plans are created by entering the desired treatment procedure codes. These plans can be designed in plans, phases, and order. 

1. To add a Procedure:
   1. For single procedure entry, either search by choosing Code or Description or select from the grid on the right and click Add Procedure.
   2. For Explosion Codes entry, click on the Go button to add Procedures in bulk.
2. To add/edit plans and phases:
   1. You can indicate an appropriate number in the “Tx Plan ID (TID)” and “Phase ID (PID)” fields respectively before entry or click the Diagnosis Date (Diag. Date) to edit the TID and PID
3. To edit the order after posting:
   1. Click the horizontal lines grab icon and hold to drag the procedure to a new place in the order. Once you have procedures in the desired order, press the Save button.
   2. By default, the order shown after a post is made is saved as the new order. 
   3. New procedures are assumed to come after existing procedures.