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morriswoodyman
Canine III

Create Plan Options

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When we open the charting for a patient without an open treatment plan the 'Create Plan' dialog comes up. Is there any way we can change which items are listed and their order?

Thanks,

Mark

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CS Dental Employee
CS Dental Employee

Re: Create Plan Options

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Hello You can add items to the list, but you cannot decide which order they appear, if you log into CSR4 clinical administration( you need to be a system administrator to be able to do this) and select Tools - Default Examinations,click on add, select the scheme that you wish to add the new item/s to, and select the items from the list.

I hope this helps

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CS Dental Employee
CS Dental Employee

Re: Create Plan Options

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Hello You can add items to the list, but you cannot decide which order they appear, if you log into CSR4 clinical administration( you need to be a system administrator to be able to do this) and select Tools - Default Examinations,click on add, select the scheme that you wish to add the new item/s to, and select the items from the list.

I hope this helps

morriswoodyman
Canine III

Re: Create Plan Options

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Thanks, I knew there was a way somewhere.

Mark

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