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Treatment plan case setup overview  

When you post a treatment-planned procedure from the Patient Chart or the Ledger and if you have not created a default treatment plan case, Dentrix automatically creates a default treatment plan case called Treatment Plan for the selected patient and then copies every treatment-planned procedure to that patient's default treatment plan case.

You can also create a default treatment plan case for every patient in your database automatically from the Treatment Planner.

You can create additional treatment plan cases so you can group and organize treatment-planned procedures by case and arrange the procedures according to visit. For example, you could create a treatment plan case named Implant, add the required procedures, and then organize the procedures according to the visits required to complete the implant. Your patients can also use the cases you create to compare alternate treatment options, such as an implant versus a bridge. You can even create patient payment estimates for each case.

Tip: Since every treatment-planned procedure is placed in the default case folder, you may want to rename the default to a name, such as Unsorted Procedures or Unsorted Treatment Plans.

To learn more, click the following links:

·        The treatment plan case setup section

·        Creating a default treatment plan case

·        Changing the default case

·        Creating new cases

·        Updating case status

·        Deleting cases

·        Renaming cases

·        Creating alternate cases

·        Linking alternate cases

·        Unlinking alternate cases

·        Setting or changing a recommended case

·        Ordering procedures by visit

·        Copying case details to the Clipboard