General Settings Group for "Treatment" in D4Web
Custom Settings for Treatment features. Note that the settings are listed here alphabetically for easier search/reading, however may not be in the same order in D4Web
Where to find the General Settings page
Click the navigation menu > Location Setup > General page
Settings:
Activate FEES TAB SURCHARGES FOR SAT/SUN/PHOL
Yes = to charge a Surcharge for work completed on Weekends and/or Public Holidays.
Click here for instructions on SurchargesActivate Treatment Plan Completion Item
When an Item is entered into Treatment it can indicate the Treatment Plan is Completed.
Yes = Activates the Feature
Auto-insert a Date/time stamp in notes
When entering Treatment Notes, the date and time can be recorded from the system date.
Yes = The Date / Time stamp appears on each clinical note
Automatically Add item in Treatment when a Recall is sent
Yes = Once the recall is sent (letter, SMS, email), an item will be automatically be triggered and inserted into the patients treatment file
No = No item triggered
Automatically Add item in Treatment when a Queries is sent
Yes = Once the query is sent (letter, SMS, email), an item will be automatically inserted into the patients treatment file
No = No item triggered
Click here to find out how to setup items for triggersAutomatically reject Alternative Treatment Plans
Yes = Will automatically mark Treatment Plan status as Rejected when at least one item of the alternative treatment has been accepted
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.Clinical notes shown as
When previewing a patient's treatment clinical notes, show as:
Grouped = When previewing all notes in treatment also show all items done on that date
Line = When previewing all notes in treatment only show the item that the note is added to
Clinical Notes shown on Screen
When previewing a patient's treatment clinical notes, the way the notes are displayed can be changed:
None = If notes exist, the NT column displays as "Y" (default setting)
Adjust Column = If notes exist, the NT column displays the notes entered
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
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
Complete Treatment Plan with no outstanding items
Yes = automatically mark Treatment Plan status as Completed when all items have been transferred to Treatment
In Treatment Plan set estimated time to complete automatically according to items settings
Yes = If you have a preset time entered into the item, this time will automatically appear in the treatment plan (default setting).
No = Enter mins required for each visit manually into treatment plan
Include Items from Lab works into Invoices
There are cases or some professions that may need to incorporate the Lab Fee directly into the invoice printouts so that the patient is aware of the Lab fee component of the whole job.
Yes = In the case where Yes is selected, the invoice printout will be the Treatment Items plus Lab Fee Item.
Insert Provider and assistant IDs into treat records automatically
When entering items into Treatment, the Provider and Assistant can be automatically inserted.
No = The Provider and Assistant (if applicable) need to be selected manually
From Previous Row = Inserts the Provider and Assistant (if applicable) from the previous item entered
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)
Set for each new session = Reset the Provider and Assistant for each treatment session
Insert Provider code in ‘Transfer from Treatment Plans to Treat’
When transferring from Treatment Plan into Treatment, the user can select how to transfer provider codes
From Appointment Slot = Use the Provider Code of the Appointment when linked to a Treatment Plan
List of codes (delimited by space) acceptable in TOOTH field (besides teeth codes)
When entering items into Treatment Plan or Treatment, only certain text can be entered into the Tooth column.
This is usually the tooth number, however other codes can be added.![]()
Additional codes can be added, separated by a space.
Lock Treatment notes history
When entering Clinical Notes into Treatment Plan or Treatment, the notes can be locked after a certain period of time.
Select the desired time period from the list:
No
Yes, immediately
Yes, after 3 hours
Yes, after 6 hours
Yes, after 12 hours
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.
Enter the required number of days (e.g. 712)
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.
Enter the required number of days (e.g. 356)
Position of not invoiced treatment records
When items entered into Treatment are invoiced, the order of the items not invoiced can be determined.
According to ID = Items in treatment tab will be displayed in the order they were entered (default setting)
Set e-mailed Treatment Plan to Presented
Yes = Will automatically mark the Treatment Plan status as Presented when the plan is emailed to the patient
Set Printed Treatment Plan to Presented
Yes = Will automatically mark the Treatment Plan status as Presented when the plan is printed
Set Treatment Plan for items transferred to Treatment to Accepted
Yes = Will 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
Set Treatment Plan with Appointed Items to Accepted
Yes = Will automatically mark Treatment Plan status as Accepted when the plan is attached to the patient’s appointment
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 date.
This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports.
Enter the required time to check for Inactive Treatment Plans (19:00 default)
Show Active treatment Plans by default
When opening the Treatment Plan page, the first plan seen is the latest active treatment plan.
Yes = The latest active Treatment Plan will be displayed (default setting)
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.
Yes = When entering an item in treatment if the code is incomplete or incorrect you may then select from list of items
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
Where your Insurance rebates are accurate (only when using Hicaps Quotes via terminal), the Treatment Plan or Treatment pages will show the Amount charged, Rebate & the Gap.
Yes = Once a Hicaps quote (via terminal) is generated the rebate and gap columns are updated.
No = Not necessary if not using the Hicaps quote feature
Show Provider name Column in Treatment / Treatment Plan
When viewing the Treatment Plan or Treatment, the Provider's name can be displayed.
No = Only the Provider Code is displayed (default setting)![]()
Yes = The Provider Code and the Provider Name are displayed
TREATMENT and TREATMENT PLAN Item Predictive Text Control
When Searching for items in the treatment Plan or Treatment, use predictive text
Autocomplete best match = if this is selected the best match or closest too item will be inputted (note: this setting will not work as intended if Setting > TREATMENT and PLAN Item Search Filter control is set to > Contains Value)
Provide suggestions only = this selection will give a list of items to select from and will not automatically insert best match
Disable Dynamic Searching = this selection works best when the user rarely requires item suggestions or best matches. If the user types in an item that does not exist the item drop list to select will become available
TREATMENT and TREATMENT PLAN Item Search Control
When searching for an Item in Treatment Plan or Treatment, select to search item list and/ or item list and description list:
ITEM CODE and ITEM Description = will search the item list and the description list
ITEM CODE only = Searches only the item codes
TREATMENT and TREATMENT PLAN Item Search Filter control
When Searching for items in the Treatment Plan or Treatment, use Items and / or descriptions filters.
For example: if searching for an item with a 2 in it, do you want searches to find any item that include the number 2 or only items that start with the number 2.
Starts with Value = The search only includes items that start with the number selected
Contains Value = Search all and highlight any item containing the number selected
Treatment Plan Completion item
Yes = An item can be setup as Treatment Plan Complete item.
When this item is entered into Treatment Plan it is automatically set as Complete.Treatment Plan Disclaimer
Setup a Disclaimer to appear on every Treatment Plan printout
Treatment Plan Disclaimer example: This proposed treatment plan is valid for 3 months
Treatment Plan Message
Setup a message to appear on every Treatment Plan printoutTreatment Plan Message example: The treatment items in this plan are subject to change
Treatment Plan Statement
Setup a statement to appear on every Treatment Plan printoutTreatment Plan Statement example: By signing this quote, I understand and acknowledge.....
Users can modify financial information in Treatment and Treatment Plan records
When entering items into Treatment Plan or Treatment, the fee can be modified.
Yes = The fee of the item can be modified (if security access is permitted, default setting)
When adding items to an existing Treatment Plan, use the item fee period of
When entering items into Treatment Plan, the fees used are specified by the date.
Date of the Plan = The fee of the item will be set based on the fee period
Today = The fee of the item will be set based on the fee Today
When inserting items in treat or plan tab and there is a surcharge present, round to the nearest:
Select from the available options:
No rounding,
5 cents,
50 cents,
1 dollar
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