Creating a Treatment Plan Case (1:10)

Once the provider has completed an examination of the patient’s mouth and has determined a course of action which will best benefit the patient, it is time to organize the treatment-planned procedures into a case which can be presented to the patient.

Watch this video to learn how to create a treatment plan case. (Duration: 1:10)

Additional Information

  • The left side of the Treatment Planner page lists all cases for this patient, organized by their status.
  • New treatment-planned procedures automatically appear in the default Unassigned case.
  • The case name will display on the treatment plan and in the Calendar when this treatment is scheduled.
  • Extensive treatment plans can be grouped into visits. For more information see Ordering Procedures by Visit.
  • For more information on creating a treatment plan case, see Creating Treatment Plans.