Treatment Planner overview

Treatment Planner can help you provide your patients with easy-to-understand treatment options. When you open Treatment Planner for a selected patient, his or her entire treatment plan is used to create a default treatment plan case. You can set up additional cases and visits and view detailed treatment and insurance information. Also, you can group procedures in a treatment plan case by visit or organized by case to provide patients with different treatment options.

To learn more about the features of Treatment Planner, click any of the following links:

Opening Treatment Planner

Parts of Treatment Planner window

Customizing case settings

View options

Treatment Plan Case Setup section

Treatment plan cases

Alternate cases

Creating alternate cases

Linking alternate cases

Unlinking alternate cases

Setting the recommended case

Visits

Ordering procedures by visit

Moving procedures to other visits

Treatment-planned procedures

Editing treatment-planned procedures

Assigning treatment plan approval statuses to procedures

Deleting procedures

Completing procedures

Indicating that pre-authorization is required for procedures

Viewing educational videos

Consent forms

Adding consent forms to cases

Viewing and editing consent forms for cases

Removing consent forms from cases

Signing consent forms

Consent forms (enhanced)

Insurance information and estimates

Viewing other appointments

Updating treatment plan fees

Treatment Planner reports

Treatment Case Report

Patient Treatment Case Report

Patient Proposed Treatment Case Report

Practice Treatment Case Report

Previewing Treatment Planner reports