The treatment plan case setup panel

The Treatment Plan Case List displays the treatment plans and cases that you have created for the patient.

You can manage treatment plan cases from the Treatment Plan Case Setup section of the navigation panel. This panel consists of a toolbar, the Case list, and setup options.

The Treatment Plan Case Setup toolbar contains the following buttons:

These toolbar buttons are described in the following table:

Button	Name	Description
	New Case	Click to create a new treatment plan case that you can use to group treatment plan procedures.
	Delete Case	Click to delete a treatment plan case.
	Link Alternate Cases	Click to link several alternate treatment plans together; once one is accepted, the others are automatically rejected.
	Update Case Status	Click to change the treatment plan case status to one of the following: Created, Printed, Pre-Auth (Primary), Pre-Auth (Secondary), Follow-up Made, Preferred, Proposed, Accepted, Rejected, Completed.
	Set Case Severity	Click to specify a treatment plan severity for the case, such as Immediate, Eventual, or Optional.
	No Consent Forms	Click to add a consent form to or edit and remove consent forms from a case. The button changes based on the status of the consent form.
	Move Case Up	Click to move the selected case up one in the list.
	Move Case Down	Click to move the selected case down one in the list.
	Print	Click to define options for and then print a Treatment Case, a Patient Treatment Case Report, or a Practice Treatment Case Report.
	Expand All	Click to expand the list view to include details.
	Collapse All	Click to collapse the list view to show only dates.
	Plan Detail	Click to open the Dental Insurance Benefits and Coverage dialog box from which you can view and edit the patient's insurance plan benefits and coverages.
	Exceptions	Click to open the patient's insurance exceptions table. This button only appears if the patient's insurance plan has benefits and/or coverage exceptions for some procedures.

Four options appear at the bottom of the Treatment Plan Case Setup panel:

· Include Completed Cases - Select this option to include completed treatment plan cases in the Treatment Plan Case Setup list.

· Include Rejected Cases - Select this option to include completed treatment plan cases in the Treatment Plan Case Setup list.

· Create Visit - Click this button to create a new visit based on the treatment plan.

· Delete a Visit - Click this button to delete a visit.