Treatment Plan Visits in Dental4Windows

Treatment Plan Visits in Dental4Windows

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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

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