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CS Dental Employee
CS Dental Employee

Did you know: How to create Multiple Treatment Plans

Did you know:

You can create multiple treatment plans simply by clicking create new plan under the Actions Menu in the Treatment plan tab.


On the clinical hard tissue chart using the Planning mode, click Add New Plan located to right of the Current Plan field.


No matter which view you are in automatically the next treatment plan number will show next to the treatment plan name and date. You can simply rename each as you create.



To view a specific plan simply click the drop-down arrow on Current Plan field and all existing plans, including unmanaged procedures, will be an option to select.



You may then select procedures in that plan to print, schedule or send pre-authorization.


In conclusion:

No matter which treatment plan the procedures are in, when you schedule the patient’s appointment all treatment will show up as an option to add to appointment under the Treatment Plan tab.       



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