Before treatment planning a case, set up the case defaults. Changes made to the default case settings affect all other computers on your practice's network, and the selected settings will be used for every new case that is created.
Note: Depending on the case setting, the "TxPlanner Settings, Add," "TxPlanner Settings, Delete," and/or "TxPlanner Settings, Edit" security rights (in the "Central Clinic Only" category) may be required.
To customize case settings
In Treatment Planner, on the Navigation panel, open the Settings section.
Set up the following options:
Default Settings for New Cases:
Estimate Expires - Select the default expiration date for all cases: "1 year from current date," "3 months from current date," "1 month from current date," "Beginning of next calendar year," "Beginning of next fiscal year," "Beginning of next month," or "Prim. Ins. Benefit renewal month."
Note: For a selection to be saved, your user account must be granted the "TxPlanner Settings, Edit" security right.
Default Case Note Template - Select the default that will be used to create case notes from a template. By default, "[NONE]" is selected; no other options are available until at least one template has been set up.
Note: For a selection to be saved, your user account must be granted the "TxPlanner Settings, Edit" security right.
If no templates exist or if you want to modify or delete templates, click Template Setup to open the Case Note Template Setup dialog box.
Perform any of the following functions:
Add - To add a template, enter a Template Name and the appropriate Template Text, and then click Add to save the template and add it to the Default Case Note Template list.
Notes:
To
check the spelling of the note text, click the Check
Spelling button 
(this button is only available if a certain preference
setting is enabled).
Adding templates requires the "TxPlanner Settings, Add" security right.
Modify - To modify a template, select the template you want to change, make the necessary changes to the Template Name or Template Text, and then click Modify to save the changes.
Note: Modifying templates requires the "TxPlanner Settings, Edit" security right.
Delete - To delete a template, select the template you want to delete, and then click Delete.
Note: Deleting templates requires the TxPlanner Settings, Delete" security right.
Automatic Case Status Updates - Select the case statuses that you want to be added automatically to the case status history:
Printed - A selected cases will be updated with the "printed" status when the case is printed.
Proposed - A selected case will be updated with the "proposed" status to present or propose the case to the patient.
Notes:
If a status is selected, the status is automatically applied to the current case.
For the selecting or clearing of the checkboxes to be saved, your user account must be granted the "TxPlanner Settings, Edit" security right.
Case Financing Setup - Case financing statuses must be set up before they can be applied to a case. If you want to add, rename, or delete a case financing status, click Case Financing Setup to open the Case Financing Status Setup dialog box.
Perform any of the following functions:
Add - To add a case financing status, enter a name in the Case Financing Status box, and then click Add. By default, the following case financing statuses are provided: In Progress, Needed, Not Necessary, and Pending More Information.
Note: Adding financing statuses requires the "TxPlanner Settings, Add" security right.
Rename - To rename a case financing status, select the status you want to rename, enter the new name for the status, and then click Rename.
Note: Renaming statuses requires the "TxPlanner Settings, Edit" security right.
Delete - To delete a case financing status, select the status you want to delete, and then click Delete.
Note: Deleting statuses requires the TxPlanner Settings, Delete" security right.
Patient-Friendly Description - Patient-friendly descriptions can be entered and saved for any procedure code. When that code is selected, instead of displaying the technical description for the procedure, a less-technical description can be displayed, so patients may better understand the procedures in their treatment plans.
To add a description, click Patient-Friendly Description to open the Patient-Friendly Description Setup dialog box, select a Procedure (the default description appears in the Description box), enter a Patient-Friendly Description (some procedures may already have patient-friendly descriptions, which can be edited), and then click OK to save the change. Repeat this process to add as many descriptions as you need.
Notes:
Any changes here will be reflected in the Procedure Code Editor - Existing dialog box, which can be opened from Office Manager. Conversely, any changes made to a procedure's patient-friendly description from Office Manager will be reflected in Treatment Planner the next time Treatment Planner window is opened.
Adding or editing patient-friendly descriptions requires the "TxPlanner Settings, Edit" security right.
Setup Consent Forms - Any existing consent forms that will be used for new cases are shown in the list box. You can customize the list, choose the procedures that can appear on all forms, and select a signing device:
New and Edit - Do the following:
Do one of the following:
To add a consent form, click New.
Note: Adding new consent forms requires the "TxPlanner Settings, Add" security right.
To edit a consent form, select it, and then click Edit.
Note: Editing existing consent forms requires the "TxPlanner Settings, Edit" security right.
The Edit Consent Form dialog box appears.
Enter or change the name and/or text of the consent form.
Notes:
You
can use the Cut 
, Copy
, and Paste
buttons to manipulate text as needed.
To
check the spelling of the note text, click the Check
Spelling button
(this button is available only if a certain preference
setting has been enabled).
The form can be up to 9,999 characters in length.
If you do not want to allow procedure information to appear on the consent form, select the Do not include Procedure Codes on Consent Form checkbox. The default selections that indicate what procedure information can appear on consent forms will be overridden.
Click Save, and then click Close.
Delete - To delete a consent form, select the form you want to delete, click Delete, and then click Yes to confirm the deletion.
Note: Deleting consent forms requires the TxPlanner Settings, Delete" security right.
Select Procedure Information - You can customize what procedure information is allowed on consent forms by default. Click Select Procedure Information to open the Select Procedure Information dialog box, select and/or clear the desired checkboxes (or leave the All checkbox selected), and then click OK.
Note: This setting is user specific and is not controlled by a security right.
Select Electronic Signature Device - Select the device that will be used to sign cases at this computer:
Pointing Device - Use for mice, touch screens, and writing tablets.
Interlink ePad or Interlink ePad II - Use if either of these devices are connected and set up at the computer from which a signature will be acquired.
Important: Do not select either of the Interlink devices if you are using Terminal Services or Citrix on the computer you are using to sign cases in Dentrix Enterprise. The computer must have Dentrix Enterprise installed (not be a thin client); or in other words, you cannot be connected remotely to a computer with Dentrix Enterprise installed for these devices to function with Dentrix Enterprise.
Note: This setting is user specific and is not controlled by a security right.