You can create treatment plan cases to group and organize procedures as needed.
Notes:
All treatment-planned procedures are automatically added to the default case ("Treatment Plan" is the name if it has not been renamed).
If you all the procedures in the default treatment plan case pertain to the same case, you can rename the default case instead of creating a new case and then moving the procedures into that new case.
Creating treatment plan cases requires the "Treatment Plan, Enter" security right. Moving procedures to a new treatment plan case requires the "Treatment Plan, Edit" security right.
To create a new case
In
Treatment Planner, in the Treatment Plan
Case Setup section on the Navigation panel, click the New
Case button 
.
If applicable, do one of the following:
If the Password - Treatment Plan, Enter dialog box appears, user verification has been assigned to the "Treatment Plan, Enter" task. Do one of the following:
If your user account has been granted the "Treatment Plan, Enter" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Treatment Plan, Enter" security right, have a user with permission temporarily override this restriction so you can create a treatment plan case this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Plan, Enter" security right. To have a user with permission temporarily override this restriction so you can create a treatment plan case this one time, do the following:
On the message, click Yes.
In the Password - Treatment Plan, Enter dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The new case appears in the case list.
Enter a name for the case, and then press Tab or Enter to apply the name.
Select the desired procedures in the default case.
Note: To select multiple procedures, click a procedure, and then, while pressing the Ctrl key, click the other desired procedures.
Drag the selected procedures to the new case.
If applicable, do one of the following:
If the Password - Treatment Plan, Edit dialog box appears, user verification has been assigned to the "Treatment Plan, Edit" task. Do one of the following:
If your user account has been granted the "Treatment Plan, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Treatment Plan, Edit" security right, have a user with permission temporarily override this restriction so you can move procedures to the new treatment plan case this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Plan, Edit" security right. To have a user with permission temporarily override this restriction so you can move procedures to the new treatment plan case this one time, do the following:
On the message, click Yes.
In the Password - Treatment Plan, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.