In Ledger, with a patient selected, on the Options menu, click Treatment Plan. Notice that the Ledger window's title bar now reflects that you are in the Ledger - Treatment Plan view.
Note: You can assign a different background color than the Ledger's background color to the Treatment Plan background to distinguish it from Ledger.
You can create pre-treatment estimates from the Ledger-Treatment Plan view and view the following information for those pre-treatment estimates at a glance:
Procedure or pre-treatment estimate status - In the transaction log, you can quickly see the status of a procedure or pre-treatment estimate. The Ins column indicates whether a pre-treatment estimate has been created: if the column is empty, the listed procedure has been attached to a pre-treatment estimate; if the column displays "No," a pre-treatment estimate has not been created for the procedure; if the column displays "Acc," the procedure has been authorized; if the column displays "Rej," the procedure has been rejected.
Submission status - A pre-treatment estimate will have "Not Sent," "Sent," or "Received" as part of its description in the transaction log. A pre-treatment estimate is considered "Not Sent" until it is sent to the Batch Processor or printed. A pre-treatment estimate is considered "Sent" once it has been sent to the Batch Processor or printed. A pre-treatment estimate is considered "Received" when a pre-authorization is entered.