Treatment 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

Use Operations / Quick Lists in Patient File

Once 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
   
   

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
   
   

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. 

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