When a new treatment plan case is created, you can enter a name for the case. You can rename any treatment plan case at any time.
Note: Renaming treatment plan cases requires the "Treatment Plan, Edit" security right.
To rename a case
In Treatment Planner, in the Treatment Plan Case Setup section on the Navigation panel, do one of the following:
Select the case that you want to rename, and then click the case again.
Right-click the case that you want to rename, and then click Rename 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 rename 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, Edit" security right. To have a user with permission temporarily override this restriction so you can rename a 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.
The case name becomes editable.
Enter a new name for the case.
Press Tab or Enter to apply the name change.