Treatment Plan Module Preferences

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 sections.

General Treat'Plan

Default Note: The default note that shows on a treatment plan (in the Note box in the Treatment Plan module). This can be customized as needed. (The default note supports Quick Paste Notes.) If the default note is changed, you will be prompted to change the note on all unsaved (i.e. inactive or active) treatment plans currently using the 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.

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.

Save signed Treatment Plans to PDF: Determines if signed treatment plans are saved to the Images Module.

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

Note: If using Replication with Random Primary Keys enabled, the Sort Procedures By preference is hidden.

Prompt to save Treatment Plans: Determines if a naming prompt appears when saving a treatment plan.

Frequency Checking

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.

The following settings determine which codes are affected by each frequency limitation, if insurance frequency checking is enabled. Separate multiple codes by comma with no space (e.g. D0272,D0274).

Discount Plan Frequency Limitations

The following settings determine which codes are affected by each frequency limitation when using Discount Plans. By default no codes are entered. Manually add codes to consider for each category. Separate multiple codes by comma with no space (e.g. D0120,D0150).

Ins History

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

Note: Codes entered in Frequency Limitations, Discount Plan Frequency Limitations, and Ins Hist must be valid Procedure Codes. An error will appear if an invalid code is entered.