In the Main Menu, click Setup, Treat'Plan.

Alternatively, click Setup, Module Preferences, Treat'Plan tab.

Here you can set default options and settings for the Treatment Plan Module. Treatment Plan preferences are divided into three tabs.

• General Treat'Plan
• Frequency Checking
• Ins History

General Treat'Plan Tab

Default Note: The default note that shows on a treatment plan (in the Note box in the Treatment Plan module). It can be very long and complex if needed and supports Quick Paste Notes. If the default note is changed, you will be asked if you want to change the default note for existing unsaved treatment plans.

• If you choose Yes, the note will only change on unsaved treatment plans that use the default note. Notes that have been customized in unsaved treatment plans and notes in saved treatment plans will not be replaced.
• If you choose No, only notes in new treatment plans will show the new default note.

Show Completed Work on Graphical Tooth Chart: Set the default option for showing completed procedures on the printed tooth chart. The option can also be changed in the Treatment Plan module by checking/unchecking the Graphic Completed Tx under Show.

• Checked: By default completed procedures will show on the printed tooth chart.
• Unchecked: By default completed procedures will not show on the printed tooth chart.

Procedure discount adj type: The default adjustment type that is added to the patient account when treatment planned procedures with TP Procedure Discount are set complete. The available options are set in Definitions, Definitions: Adj Types.

Procedure discount percentage: The default percentage used for procedure discounts.

Itemize Treatment Plan: Set whether printed treatment plans will show itemized fees or grand total only.

• Checked (default): Printed treatment plan show itemized procedures.
• Unchecked: Printed treatment plans only show the Total amount and no itemized fees.

Save Signed Treatment Plans to PDF: This box is automatically checked when Treatment Plans use Sheets is checked.

• Checked: All signed treatments plans will be automatically be saved as PDFs.
• Unchecked: Signed treatment plans will not be automatically saved as PDFs.

Sort Procedures By: Determines how procedures in the Treatment Plan module are sorted by default. Also see Procedure Sort Order.

• Tooth: Procedures will be sorted by tooth number.
• Order Entered: Procedures will be sorted in the order they are entered.

Frequency Checking Tab

Enable Insurance Frequency Checking: Determines whether a procedure's frequency limitations affect insurance estimates (e.g. BWs, Panos/FMX, Exams, or custom frequency limitation benefits). See Frequency Limitations.

• Checked (default): Check for insurance frequency limitations when calculating insurance estimates in the Treatment Plan module. Also check for frequency conflicts when scheduling an appointment.
• Unchecked: Frequency limitations will not affect insurance estimates and are for reference only.

The following settings determine which codes are affected by each frequency limitation, if insurance frequency checking is enabled. Separate multiple codes by comma (e.g. D0272,D0274).

• Bitewing Codes: The procedure codes affected by the BWs frequency limitation.
• Pano/FMX Codes: The procedure codes affected by the Pano/FMX frequency limitation.
• Exam Codes: The procedure codes affected by the Exams frequency limitation.
• Cancer Screening Codes: The procedure codes affected by the Cancer Screenings frequency limitation.
• Prophylaxis Codes: The procedure codes affected by the Prophylaxis frequency limitation.
• Fluoride Codes: The procedure codes affected by the Fluoride Through Age limitation and Fluoride frequency limitation.
• Sealant Codes: The procedure codes affected by the Sealants Through Age limitation and Sealants frequency limitation.
• Crown Codes: The procedure codes affected by the Crown frequency limitation.
• SRP Codes: The procedure codes affected by the SRP frequency limitation.
• Full Debridement Codes: The procedure codes affected by the Full Debridement frequency limitation.
• Perio Maintenance Codes: The procedure codes affected by the Perio Maintenance frequency limitation.
• Dentures Codes: The procedure codes affected by the Dentures frequency limitation.
• Implant Codes: The procedure codes affected by the Implant frequency limitation.

Ins History Tab

The following settings determine which code groups are affected by Insurance History. Only the first code from the group defined in the Frequency Checking tab (above) should be entered.

• Bitewing Code: The procedure code group that affects Bitewing limitations.
• FMX/Pano Code: The procedure code group that affects Pano/FMX limitations.
• Exam Code: The procedure code group that affects Exam limitations.
• Prophylaxis Code: The procedure code group that affects Prophylaxis limitations
• Full Debridement Code: The procedure code group that affects Full Debridement limitations.
• Perio Maintenance Code: The procedure code group that affects Perio Maintenance limitations.
• Perio Scaling LL Code: The procedure code group that affects limitations for Perio Scaling in the Lower Left.
• Perio Scaling LR Code: The procedure code group that affects limitations for Perio Scaling in the Lower Right.
• Perio Scaling UL Code: The procedure code group that affects limitations for Perio Scaling in the Upper Left.
• Perio Scaling UR Code: The procedure code group that affects limitations for Perio Scaling in the Upper Right.