Treatment plan cases overview

To maximize the patient experience, you want make treatment planning customized and personal, but you also want to maintain efficiency. When you post treatment-planned procedures in Ledger or Patient Chart, Dentrix automatically places those procedures into a default treatment plan case in Treatment Planner. However, you can create additional treatment plan cases to group and organize procedures. This allows you to track the status of or prioritize various courses of treatment, create alternative treatment options, or provide different patient payment estimates, for example. You can create a customized patient experience all while maintaining an efficient workflow.

To learn more about working with treatment plan cases, click any of the following links:

Creating new cases

Deleting cases

Renaming cases

Setting the default case

Setting the case severity

Changing the case status

Adding supporting information to cases

Viewing and updating the case status history

Copying the case details to other programs