Flagging a multi-code as a treatment plan template

It is common to arrange certain types of treatment in specific sequenced visits (such as with a crown or implant). So you do not have to perform the time-consuming and repetitive task of arranging a group of procedures into visits each time you treatment plan them, you can flag a multi-code as a treatment plan template; then, you can add visits, add procedures to each visit, and change the order of procedures in each visit. When you treatment plan that multi-code, the group of procedures are added to the patient’s treatment plan by visit in the desired sequence automatically.

To flag a multi-code as a treatment plan template

1. While you are adding or editing a standard multi-code (the selected Type is Standard), with the options for the multi-code set up and the procedures added, set the Tx Plan Template switch to Yes.

   A visit is added to the template, and all procedures are added to that visit. Also, a default appointment length, which you can change, is associated with that visit.

   

   Note: You can reorder the procedures in a visit by dragging them.

2. To add another visit, click + Add Visit. The visit is empty by default.

   

   Notes:

   • You can add as many visits as needed to the template.

   • If you save the template with empty visits, those empty visits are removed, and the numbering of the remaining visits is updated accordingly if necessary.

   • To remove a visit, click the X to the right of the Visit. If you delete a visit that contains procedure, those procedures are removed from the multi-code, and the numbering of the other visits is updated accordingly if necessary.

3. To move procedures from one visit to another, drag them.

   

   Note: If you add additional procedures to the multi-code, they are added to the first visit by default. You can move those procedures within that visit and to other visits as needed.

When you treatment plan a multi-code that is flagged as a template, a new case is added to the patient’s treatment plan. The case is arranged exactly as defined by the template settings for that multi-code.