Viewing a patient's treatment plans

In a patient's clinical record, you can view procedures that have been treatment-planned or referred.

To view a patient's treatment plans

1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

   

2. Do one of the following:

   • If the patient's Overview page is not already open, on the Patient menu, under General, select Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.

     

   • On the Patient menu, under Clinical, select Treatment Planner.

   The patient's clinical record opens with the Tx Planner tab selected.