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Editing Treatment Plans

You can edit inactive, active, and saved Treatment Plans. Once a saved plan is electronically signed, it cannot be edited unless the signature is cleared.

Editing Saved Treatment Plans
General Information: General information includes the treatment plan's date, heading, note, and responsible party.

  1. In the Treatment Plan module, double click on the saved treatment plan.



  1. If the plan has been signed, click Clear Signature to remove the electronic signature.
  2. Modify the information as needed:
    Date: The date of the treatment plan.
    Heading:  The title of the treatment plan. It will appear at the top of printed and emailed plans.
    Note:  The note that will appear at the bottom of the treatment plan.  The default note is set in Treatment Plan Module Preferences. Right-click the note field to insert a quick paste note.
    Responsible Party:  Only visible if Public Health is turned on in Show Features.  Click Pick to select the person, other than the patient or guarantor, who is responsible for approving the treatment plan. Click X to clear a name.
    Presenter: The user who presented the treatment plan. Defaults to the logged-on user. Click [...] to select a different presenter (Edit Treatment Plan Presenter permission is required). Presenter options include all users, or, if using Clinics, users who are associated with the clinic.
    User Entry: The user logged on when the treatment plan was saved.
  3. Click OK to save.

Saved Document: If the treatment plan has been signed and saved as a PDF, this field shows. Click View to open the treatment plan.

Procedures: When a treatment plan is saved, copies of the procedures are created. These procedure copies can be edited without affecting the original procedure at all.  For example, the Description can be changed to anything, such as "White filling" instead of "Composite - 4 surf". 

In the Treatment Plan module, highlight the saved treatment plan, then double click a procedure.

Note: If the treatment plan has been electronically signed, the signature must be cleared before procedure copies can be edited. See General Information above.

Note: To always use simpler language for procedure code descriptions, enter text in the Layman's Term field on the Procedure Code Edit window.

Editing Active/Inactive Plans
In treatments plans that are 'inactive' or 'active', you can edit heading and notes, copy or remove procedures, and make inactive treatment plans active.

  1. Double click the treatment plan to edit.



  1. Modify the information as needed.
    Heading: The title of the treatment plan. It will appear at the top of printed and emailed plans.
    Note:  The note that will appear at the bottom of the treatment plan.  The default note is set in Treatment Plan Module Preferences.
    Procedures: To remove a procedure(s) from the current plan, highlight it, then click the right arrow. To add an available procedure(s), highlight it then click the left arrow. Only procedures added to other active/inactive plans are considered 'available'.
  2. To make the plan active, click Make Active Treatment Plan.
  3. Click OK to save.

Editing Procedures: Editing procedures in an inactive or active plan will also change the original procedure. In the Treatment Plan module, highlight the plan, then double click a procedure to open the Procedure Info window.

 

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