Listed below are the general settings for the group Treatment. Note that the settings listed here may not be in the same order in Dental4Windows.

Where to find the General SettingSettings

Settings

Activate Fee Surcharges for Sat/Sun/Phol

1. Activate FEES TAB SURCHARGES FOR SAT/SUN/PHOL: Yes                                
   

Next, setup the Public Holiday dates and add Fees surcharge to charge for each item

Activate Treatment Plan Completion Item

When an Item is entered into Treatment it can indicate the Treatment Plan is Completed.

1. Treatment Plan Completion Item:
   
1. Yes: Activate the Feature (Default setting)
   

Auto-insert a Date/time stamp in notes

1. Auto-insert a Date/time stamp in notes
1. Yes: The Date / Time stamp appears on each note
   

Automatically Date/Time Stamp Notes

1. Auto-insert Date/Time stamp in notes: Yes    
   

Automatically Reject Alternative Treatment Plans

When an Alternative Treatment Plan has been created, when one of the Treatment Plans is accepted the other Plans can be rejected automatically.

1. Automatically Reject Alternative Treatment Plans:
   
1. Yes: Alternative Treatment Plans will be rejected automatically (Default setting)
   

Clinical notes shown as

1. Clinical notes shown as
1. Grouped: When previewing all notes in treatment also show all items done on that date
   
2. Line: When previewing all notes in treatment only show the item that the note is added to

Clinical Notes shown on Screen

1. Clinical Notes shown on Screen
1. None: If notes exist, the NT column displays as "Y" (default setting).
   
2. Adjust Column: If notes exist, the NT column displays the notes entered.
   
3. Tooltip: If notes exist, the NT column displays as "Y" and a preview of the notes appears when the mouse is hovered over the NT column.
4. Adjust Column & Tooltip: If notes exist, the NT column displays the notes entered and a preview of the notes appears when the mouse is hovered over the NT column.

Clinical Notes Tooltip Duration (maximum 32 seconds)

1. Clinical Notes Tooltip Duration (maximum 32 seconds)
1. Enter the time to display the Tooltip (maximum 32 seconds)
   

Create Audit Report on changed Treatment Records

1. Create Audit Report on changed Treatment Records:
1. Yes: Any changes will be included in the Audit Trail
   

Include Items from Lab works into Invoices

In this case the invoice printout will be the Treatment Items plus Lab Fee Item.

1. Include Items from Lab works into Invoices: Yes/No   
   

Insert Provider and assistant IDs into treat records automatically

1. Insert Provider and assistant IDs into treat records automatically
1. No: The Provider and Assistant (if applicable) need to be selected manually.
   
2. From Previous Row: Inserts the Provider and Assistant (if applicable) from the previous item entered.
   
3. According to current provider and assistant: Inserts the Provider and Assistant (if applicable) based on the patient's main Provider and Assistant, if assigned (default setting).
   

The For Provider field (see Is For Provider Attribute Mandatory section) on a patients Appointment will override the Main provider and insert the provider linked to the appointment booked on that day instead.

Insert Provider code in ‘Transfer from Treatment Plans to Treat’ automatically?

1. Insert Provider code in ‘Transfer from Treatment Plans to Treat’ automatically?
1. No: The user is forced to Insert the Provider Code when transferring items from Treatment Plan
2. From Treatment Plan: The system will use the Provider Code that was used in the Treatment Plan for this item (default setting)
3. From Appointment Slot: Use the Provider Code of the Appointment when linked to a Treatment Plan
   

In treatment Plan set estimated time to complete automatically according to items settings

See Add Estimated Time to Complete an Item for further information.

1. In treatment Plan set estimated time to complete automatically according to items settings
   
1. Yes: If you have preset time has been entered into the item, this time will automatically appear in the treatment plan (default setting)
   

Lab job: Allow to edit Order no

1. Lab job: Allow to edit Order no:
   
1. No: The Order Number is not editable (default setting)
2. Yes: The Order Number is editable

Last order number

When creating a Lab Job Sheet, the Order Number used is determined by the number defined in the General Setting.

1. Last order number:
   
2. The next Order Number is predetermined
   

List of codes (delimited by space) acceptable in TOOTH field (besides teeth codes)

1. List of codes (delimited by space) acceptable in TOOTH field (besides teeth codes)
   

1. Q1 Q2 Q3 Q4 (used for Perio)
2. P/- P/ -/P /P L R (used for dentures, Left, right)
3. Additional codes can be added, separated by a space
   

Lock Treatment notes history

1. Lock Treatment notes history: Select the desired time period 

Make Treatment Plans Inactive After x days of Completion

Treatment Plans can be marked as Inactive 
after a determined number of days from the completion date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

1. Make Treatment Plans Inactive After x days of Completion: Enter the required number of days
   

This is processed once per day. See Set Time to Check for Inactive Treatment Plans (see below section) to set the time of day to check for inactive Treatment Plans.

Make Treatment Plans Inactive After x days of Creation

Treatment Plans can be marked as Inactive after a determined number of days from the creation date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

1. Make Treatment Plans Inactive After x days of Creation: Enter the required number of days
   

This is processed once per day. See Set Time to Check for Inactive Treatment Plans section below to set the time of day to check for inactive Treatment Plans.

Multiple Locations: show only Providers and Assistants for the current location

This will minimise the list, making it easier to find the appropriate person/s

1. Multiple Locations: show only Providers and Assistants for the current location:
   
1. Yes: Providers/Assistants in the current location are displayed
2. No: Providers/Assistants from all locations are displayed (default setting)
   

Number of days to allow edit of Treatment / Treatment Plan

The security setting Lock edit of a plan at end of allowed period needs to be enabled.

1. Number of days to allow edit of Treatment / Treatment Plan:
   
1. Select from the following: 1 end of the day (default setting), 2, 3, 4, 5, 6, 7
   

Position of not invoiced treatment records

1. Position of not invoiced treatment records
1. According to ID: Items will be displayed in the order they were entered (default setting)
2. After invoiced records: Any items not invoiced will be displayed at the bottom of the list

Set E-mailed Treatment Plan to Presented

1. Set e-mailed Treatment Plan to Presented:
   
1. Yes: The Treatment Plan status will become Presented after being e-mailed (default setting)
   

Set Printed Treatment Plan to Presented

1. Set Printed Treatment Plan to Presented:
   
1. Yes: The Treatment Plan status will become Presented after being printed (default setting)
   

Set Time to Check for Inactive Treatment Plans

Treatment Plans can be marked as Inactive after a determined number of days from the creation or completion (see above section) date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

1. Check for Inactive Treatment Plans: Enter the required time to check for Inactive Treatment Plans (19:00 default)

Set Treatment Plan with Appointed Items to Accepted

1. Set Treatment Plan with Appointed Items to Accepted:
   
1. Yes: The Treatment Plan status will become Accepted after items are linked to an appointment
   

Setup to Search by Item Code and Description

Items can be searched by description in Treatment Plan and Treatment Tabs.

1. TreatPlan/Treatment: find using  
1. Item Code: Search by item code in Treatment Plan or Treatment tabs
   
2. Item Code and Description: Search by item code or item description in treatment plan or treatment tabs
   

Setup Treatment Plan Statuses

Activate Treatment Plan Statuses to help view and track treatment plans. 

1. Set Printed Treatment Plan to Presented: Set as Yes to automatically mark the Treatment Plan status as Presented when the plan is printed
   
2. Set e-mailed Treatment Plan to Presented: Set as Yes to automatically mark the Treatment Plan status as Presented when the plan is emailed to the patient
   
3. Set Treatment Plan for items transferred to Treatment to Accepted: Set as Yes to automatically mark the Treatment Plan status as Accepted when there are multiple items in the Treatment Plan and not all items are transferred to Treatment
   
4. Complete Treatment Plan with no outstanding items: Set as Yes to automatically mark Treatment Plan status as Completed when all items have been transferred to Treatment
   
5. Set Treatment Plan with Appointed Items to Accepted: Set as Yes to automatically mark Treatment Plan status as Accepted when the plan is attached to the patient’s appointment
   
6. Automatically reject Alternative Treatment Plans: Set as Yes to automatically mark Treatment Plan status as Rejected when at least one item of the alternative treatment has been accepted
   
7. Make Treatment Plans inactive after x days of Creation: The default of this setting is 0. This can be changed if needed. The Active Treatment Plan check box is not automatically unticked. If this setting is changed, the Treatment Plan is marked as Inactive after the specified number of days after the plan was created. This applies to Treatment Plans that have not been completed.
   
8. Make Treatment Plans inactive after x days of Completion: The default of this setting is 720. This can be changed if needed. The Active Treatment Plan check box is automatically unticked after the specified number of days after the plan is completed.
   
9. Check for inactive Treatment Plan: The default of this setting is 19:00 (7pm). This can be changed if needed. The system will look at the Treatment Plans and will untick the Active Treatment Plan check box if any of the above conditions are met.
   
10. Treatment Plan Completion item: An item can be setup as Treatment Plan Complete item. When this item is entered into Treatment Plan it is automatically set as Complete.

Show Active treatment Plans by default

When opening the Treatment Plan tab, the first plan seen is the latest active treatment plan.

1. Show Active treatment Plans by default
1. Yes: The latest active Treatment Plan will be displayed (default setting)
2. No: The latest Treatment Plan will be displayed, regardless if it is active or not
   

Show dropdown list when incomplete/incorrect item is entered

When entering an item number that is incorrect or doesn't exist into Treatment Plan or Treatment, the system can display a list of items that match the criteria.

1. Show dropdown list when incomplete/incorrect item is entered
1. Yes: When entering an item in treatment if the code is incomplete or incorrect you may then select from list of items
2. No: If an incomplete or incorrect item is entered the user will be forced to complete the correct code before proceeding

Show Gap column in Treatment/Treatment Plan

When using the Hicaps Quote feature via the Hicaps terminal, the rebate is generated and the Rebate column Is updated in the Treatment Plan/Treatment.

1. Show Gap column in Treatment/Treatment Plan:
   
1. No: The Rebate column is NOT updated (default setting)
   
2. Yes: The Rebate column is updated
   

Show item fees on each row of treatment plan printout

When previewing/printing a Treatment Plan, the fees of each individual item can be shown.

1. Show item fees on each row of treatment plan printout
1. Yes: The fee of each item will be displayed
2. No: The Grand Total will be displayed
   

Show Provider name Column in Treatment/Treatment Plan

When viewing the Treatment Plan or Treatment, the Provider's name can be displayed.

1. Show Provider name Column in Treatment/Treatment Plan
1. No: The Provider Code is displayed (default setting)
2. Yes: The Provider's Code and Name are displayed
   

Treatment Plan Disclaimer

Treatment Plan Message

Treatment Plan Statement example: By signing this quote, I understand and acknowledge.....

Treatment Plan Term Required by Tax Office"