Treatment Plan Visits in Dental4Windows

Treatment Plan Visits in Dental4Windows

Quote
Allocate treatment plan visits, allocate time to treatment plan visits and reset treatment plan visits.

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

    • Related Articles

    • Treatment Plan /Treatment Reports in Dental4Windows

      Below is the Treatment done report and how to export report and treatment history by tooth report. Treatment Done Report The Treatment Done report allows users to gather information per patient or per family, if the family is linked in D4W/PSS. The ...

    • National Dental Plan in Dental4Windows

      Buy Now Pay Later with the National Dental Plan payment solution. Setup National Dental Plan terms, fees and deposit percentage for Humm and/or Zip Using National Dental Plan including: Payment plan on treatment plan, applications, applying deposit ...

    • Treatment Plan features in Dental4Web

      Treatment Plan is used to record treatment required for the patient, case presentations, Plan status & Alternatives can be created, H/F and payment plan quotes & treatment comparisons. Items can be grouped into visits and linked to the patient ...

    • National Dental Plan in Dental4Web

      Patients can Buy Now Pay Later with the National Dental Plan (NDP) payment solution. Setup National Dental Plan terms, fees and deposit percentage for Humm and/or Zip Using National Dental Plan in Dental4Web, including: Payment plan on treatment ...

    • General Settings for Group "Treatment" in Dental4Windows

      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 Go to Location Setup > General tab > Group: Treatment Settings ...