Creating new cases

Dentrix automatically creates a default treatment plan case called Treatment Plan for each patient in your database, and Dentrix copies every treatment-planned procedure to each patient's default treatment plan case. You can also 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 Dentrix places every treatment-planned procedure in the default case folder, you may want to rename the default to a name, such as Unsorted Procedures or Unsorted Treatment Plans.

To create a new case

1.   Select a patient, and start the Treatment Planner.

The Treatment Planner window appears.

2.   In the Treatment Plan Case Setup toolbar, click New Case.

A new case is created and added to the Treatment Plan Case list.

3.   Rename the new case to distinguish it from the default case.

Note: By default, the case folders you create are named Treatment Plan followed by a number in parentheses.

4.   To move a procedure to the new case, drag it to the case folder.

Note: To move multiple procedures simultaneously, press the Ctrl key, click each procedure that you want to move, and drag them to the case folder.