Using Treatment Plans in Dental4Windows

Using Treatment Plans in Dental4Windows

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Charting link to treatment plan, use operations / quick lists in patients file, enter total fee for treatment items and preview treatment plan.

Charting Link to Treatment Plan

InfoTreatment Plan is used to record treatment required for the patient and can also be used to provide a quotation to the patient.

The Treatment Plan can be generated automatically via Charting or by manually adding items. Therefore, any treatment entered in Charting in the Treatment Required section will appear as an item number in the Treatment Plan.

Items that are not able to be charted (x-ray, cleans etc.) should be manually entered into the Treatment Plan.

Go to Patient Records > TreatPlan tab

Allocating Treatment Plan Visits

The Treatment Plan items can be broken down into multiple visits.

  • Allows reception staff to recognise which items are being performed per visit when booking

  • When printed/e-mailed, patients can see procedures per visit with an estimated cost

  1. Go to Patient Records > TreatPlan tab
  2. Below the Treatment Plan Items, click Order Visit
    1. A pink line will appear in the Vis column
      Highlight each item to include in the first visit
    2. Click 1

    3. Repeat steps for the remaining visits
    4. When done, click Order Visit button and the pink line will be removed

Allocating Time to Treatment Plan Visits

The Treatment Plan can have time allocated to each visit. 

  • Provides insight to those scheduling visits, how long is required
  • Auto-allocates appointment time when scheduling 
  1. Go to Patient Records > TreatPlan tab
    1. Standard Appointment Book
      1. Enter the time per visit in the min column

  2. Team Appointment Book
    1. Enter the time per visit in the Time column using relevant symbols in 10 minute intervals. 
      1. Provider: /
      2. Nurse: .
      3. Hygienist: +
      4. Other: =

Reset Treatment Plan Visits

The following instructions will remove ALL visits from the selected treatment plan. 

  1. Go to Patient Details > TreatPlan tab
  2. Treatment Plan menu > Reset Patient Visits

Create an Alternative Treatment Plan

Dental4Windows allows for alternative treatment plans to be generated for a patient, helping reduce confusion in tracking and patient comprehension. 

  1. Go to Patient Records > Treatment Plan tab
  2. Select the plan to create an alternative of from the Date drop list
  3. Treatment Plan menu > Create Alternative Treatment Plan

  4. Build the new plan

  5. Switch between the two options using the Alternative Plans drop list

Delete Alternative Treatment Plan

Alternative Plans can only be deleted if they have no had items used from them, i.e. transferred to Treatment. 

  1. Go to Patient Records > Treatment Plan tab
  2. Select the multi-option plans from the Date drop list
  3. Select the alternative plan to delete from the Alternative Plans drop list

  4. Treatment Plan menu > Delete Whole Plan

Use Operations / Quick Lists in Patient File

InfoOnce setup per the Setup Item Groups / Quick Lists, follow the below to use the lists on a patient.

Operations will only show in the tabs selected per the above steps. When selected from the Charting and Perio tabs, items will appear in Treatment Plan.

Charting Tab

A tooth must be selected to add an Operation to the Treatment tab, even if unrelated to a tooth.

  1. Go to Patient Records > Charting tab (2D/3D)
  2. Click a tooth surface in Treatment Required
  3. Click the appropriate Operation on the menu
    1. Items will be entered on the Treatment Plan if selected Composition
    2. Window will appear to select relevant item to enter on Treatment Plan

Perio Tab

  1. Go to Patient Records > Perio tab
  2. Go to the menu > Select appropriate group
    1. Items will be entered on the Treatment Plan if selected Composition
    2. Window will appear to select relevant item to enter on Treatment Plan

Treatment Plan and Treatment Tabs

  1. Go to Patient Records > Treatment Plan / Treatment tab
  2. Go to Operations menu > Select appropriate group
    1. Items will be entered if selected Composition
    2. Window will appear to select relevant item

Enter a Total Fee for Treatment Items

The option to set a total figure for all outstanding item numbers is possible from both Treatment Plan and Treatment tabs. 

  1. Go to Patient Details > Treatment Plan or Treatment tab
  2. Enter the total amount to be charged in Total not done / Total not invoiced
  3. Fees per item will then change based on this total figure

Preview Treatment Plan

  1. Go to Patient Records > TreatPlan tab
  2. Treatment Plan menu > Preview Plan / Click Icon 
    1. To filter visits to show, click Retrieve 

      1. Place a tick against Phases/Visits to include
      2. Click OK

    2. To add a custom message, click Message
      1. Click Add and type new message, or select an existing message
      2. Click Select to insert the selected message

Preview Incomplete Items on Treatment Plan

  1. Go to Patient Records > TreatPlan tab
  2. Treatment Plan menu > Preview Plan Items not done only / Click icon 

Electronically Sign a Treatment Plan - eSignature device

The following instructions are on how to electronically sign a Treatment Plan once the eSignature device has been setup. 

Info
Looking for eSign instruction? Click here
  1. Go to Patient Records > Treatment Plan tab
  2. Select Treatment Plan menu
  3. Select Preview Plan or Preview Plan/Insurance Information (A4 only)
  4. Click Signature button
    1. Sign and click OK, Clear or Cancel on the PC or eSignature device
      1. OK: signature is saved against the Treatment Plan and a PDF is created within the Document Manager tab inside a Treatment Plans folder
      2. Clear: the signature is cleared from the Signature Capture window
      3. Cancel: message appears notifying that the Signature Capture was cancelled
  5. Close the Treatment Plan preview window