Orthodontists have the option to enter a detailed Ortho Treatment Plan and Visit for patients.
To ensure full use of the Ortho Treatment Card, please review this link from our Help Portal to assist with the critical setup items. https://planetdds.zendesk.com/hc/en-us/articles/360042106592-Our-Orthodontist-is-interested-in-the-Ortho-Treatment-Card-What-are-the-steps-to-setup-the-Patient-Provider-User-Code-Appliance-and-Questionnaire-
If a patient has been designated an ortho patient on their record, the ortho icon that appears on the record now also appears in the search results for easy identification as shown below.
From the 'Patient Overview' screen, click on the Treatment Plan Icon
Or Transactions / Treatment Plan and you'll notice the 'Ortho Treatment Card'.Ensure the 'Ortho Treatment' Tab is selected
1. Enter an Ortho Treatment Plan and complete the Ortho Questionnaire by Clicking the 'Add New Tx Plan' Button
Note: Only 1 Ortho Treatment Plan may be added per day however, the Ortho Treatment Plan may be edited for changes.
2. Add a New Visit - Click the Add New Visit Button
When the Ortho Visit is saved, the Periodic Ortho Visit Code will automatically post to the Patient ledger.