Patient treatment that requires a phased approach, such as root canal therapy or implants, is commonly arranged in specific sequenced visits. Adding all the procedures into a treatment plan and then arranging them into visits can be time-consuming and repetitive. The purpose of treatment plan templates is to avoid that repetitive work and get all the procedures planned by visit just by selecting one multi-code.
Watch this video to learn how to create and apply treatment plan templates. (Duration: 2:05)
Created March 2025