Editing a Treatment-Planned Case

Treatment planning outlines the way a dentist will approach the work that is needed to treat a patient. It is always a work in progress and can be changed or modified at any time up until the point where the patient signs the consent form. Ascend Academic offer you flexibility when you need to make changes in the treatment planner. You can quickly and easily edit the treatment planner to accommodate your office and patient’s needs.

Watch this video to learn about editing a treatment plan case. (Duration: 3:22)

Additional Information

• The Create drop-down menu isn't available until you move unassigned treatment-planned procedures to a treatment plan case.  When you select the procedure(s), the Create drop-down menu becomes active, and you can select whether to create an appointment or a predetermination.

• When changing providers for treatment plan procedures, if you don't select Update procedure amount(s) based on this schedule check box, the procedure amount(s) will continue to use the last provider’s fee schedule.

• If you select a provider that doesn't have an assigned fee schedule, the Changing Provider window will display; however, it will not include the option to update procedure amount(s) based on a fee schedule. The procedure fees will continue to be pulled from the last provider’s fee schedule.

• To learn more about making changes to a treatment plan, read Editing treatment plan in the Resource Center.