From the Treatment Plan panel, you can assign treatment to cases, set the order of the visits, create alternate cases, view insurance estimates, add supporting information, view case history statuses, and set up the default settings and required consent forms for new cases.
The Treatment Plan panel consists of several sections that you can open by clicking the corresponding section button.
Note: If the button area is resized so that not all the buttons fit on the panel, a smaller version of any section button that does not fit on the panel in its full size will appear at the bottom of the panel.
The following is a brief explanation of each section;
Treatment Plan Case Setup - Open this section to assign treatment to cases, create and link alternate cases, set a recommended case, change the status of a case, set the severity level for a case, set the order of visits for a case, add and sign consent forms, complete procedures, and print Treatment Planner reports.
Insurance/Case Amounts - Open this section to view insurance estimates, treatment plan case totals, insurance plan notes, and patient and family benefit details.
Supporting Information - Open this section to add notes and consent forms to a case.
Case Status History - Open this section to assign and view status changes for a case. You can also create a referral.
Settings - Open this section to set the defaults for all new cases that are created and to manage consent forms.