Creating a Treatment Plan Case

Once the provider has completed an examination of a patient’s mouth and has determined a course of action which will best benefit the patient, it is time to organize the treatment-planned procedures into a case that can be presented to the patient.

Watch this video to learn how to create a treatment plan case. (Duration: 1:10)

Additional Information

• The left side of the Treatment Planner page lists all cases for this patient, organized by their status.

• New treatment-planned procedures automatically display under Unassigned.

• The case name displays on the treatment plan and in the Calendar when this treatment is scheduled.

• Extensive treatment plans can be grouped into visits. For more information, see Ordering Procedures by Visit.

• For more information on creating a treatment plan case, see Creating treatment plans in the knowledge base.