When a Treatment Plan has been presented to a patient, the Treatment Plan Status should be updated. This can be completed manually or automatically.

If a plan has been presented and the automated settings are not activated, change the Status to Presented manually. 

1. Go to Patient Records > Treatment Plan tab
2. Select the accepted plan from the Date drop list
3. Change the Status to Presented
   
   

New Treatment Plans are automatically set with a Status of None. This should change - manually or automatically - throughout the course of the plan. 

When a patient verbally accepts a Treatment Plan or the automated settings are not activated, manually change the status to ensure correct reporting. 

1. Go to Patient Records > Treatment Plan tab
2. Select the accepted plan from the Date drop list
3. Change the Status to Accepted
   
   

An item number can be setup to automatically mark a treatment plan Status as Completed. For example, when item tpc is entered in the Treatment Plan tab, the Status will be updated. 

Setup Completed Plan Item

If the item does not already exist in the database, Add New Item Code to Existing Category /Sub-Category. The item used is up to the individual practice. 

1. Go to Location Setup > Items tab
2. Record menu > Find an Item
1. Item Code: Enter the item to be setup as completed treatment plan
2. Click Find
3. Select item
4. Click Go to
5. Click Cancel
   
   
3. With the item selected, go to Other Details sub-tab
1. Tick Treatment Plan Complete
4. Press F5 on keyboard to refresh
   
   

Using Treatment Plan Completed Item

Within any Treatment Plan, if the item setup above is entered, the Status will automatically change to Completed. 

1. Go to Patient Records > Treatment Plan tab
2. Enter item
3. See Status: Completed
   
   

Treatment plans should be marked as inactive whenever a patient rejects the plan or another options is selected. This is important for following up incomplete plans in an effective manner. Additionally, incomplete treatment will not be carried over to a new chart if the plan is inactive. 

1. Go to Patient Records > Treatment Plan tab
2. Remove the tick from Active Treatment Plan (right of screen)