Using the procedures that have been treatment-planned in the clinical chart or ledger, you can create a custom treatment plan for a patient.
To create a treatment plan
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Clinical, click (or tap) Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.
On the Tx Planner tab of a patient's clinical record, under Active, make sure Unassigned is selected.
The procedures that have not been assigned to a specific case appear.
Create a new case for procedures and/or add procedures to an existing case as needed.
Do any of the following:
To create a new case that contains a specific procedure, drag that procedure (using the handle
) to the box on the left.
To add a procedure to an existing case, drag that procedure (using the handle
) to a case under Active on the left.To add multiple procedures to an existing case at once or a new case, select the check boxes of the procedures you want to add to a case, and then, from the Move To menu, click the name of the desired case or New Case.
To rename the newly created or existing case, with the case selected under Active, click (or tap) the corresponding Edit button
to open the Rename dialog box, type the New case name, and then click (or tap) Rename.
With the case still selected, the recommended treatment for that case appears on the right.
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Create a new visit for procedures, add procedures to an existing visit, and/or adjust the order of procedures in a visit as needed.
Do the following:
Select the check boxes of the procedures that you want to move.
Do any of the following:
-
To create a new visit, drag a procedure (using the handle
) to the box below the visits.
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To add a procedure to an existing visit, drag that procedure (using the handle
) to the desired visit. -
To create a new visit or add a procedure to an existing visit, from the Move To menu, select the applicable option (New Case; or Visits > [case name]).
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To adjust the order of procedures in a visit, drag a procedure (using the handle
) to a location above or below another procedure in that visit.
Specify the Expiration date of the case. You can choose a specific date or insert the last day of the current year. To show the expiration date when presenting the case, on the printed copy of the case, and on a consent form, select the Show on form check box.
Enter a Note regarding the case. The note can be up to 250 characters long. To show the note when presenting the case, on the printed copy of the case, and on a consent form, select the Show on form check box.
To change the duration of any visit, enter a different appointment length in the corresponding Appointment length box. (Also, you can select a length from the list that appears when you click in, or tap, the box.)
By default, a new case has a "New" status initially, but you can select a different Status as needed.
Select one of the following options:
New - If this is a newly created case that you have not presented to the patient yet.
Presented - If you have presented the case to the patient.
Accepted - If the patient accepts the entire case.
Rejected - If the patient rejects any part of the case.
Note: The fees on treatment plans come from either the preferred fee schedule of the location where the procedures are treatment planned or, if there is not a fee schedule for the location, the treatment-planned provider's fee schedule. The fees do not take into account an insurance plan's fee schedule and coverage table or a patient's estimated portion.
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