Treatment Plan and Phase Icon

You can use the    Treatment Plan and Phase icon on a Transaction to create basic treatment plans in the Transaction screen.

Treatment Plans created in this way are presented to the patient with the assumption that they will be accepting the treatment.  For Treatment Plans presenting patient multiple options for treatment see the Treatment Planning Module.

Treatment Plans created on the Transaction screen utilize a letter/number system for marking incomplete treatment part of a plan/phase. You can mark individual treatment or multiple treatment at the same time by utilizing the multi-selection function.

• Click in the multi-selection boxes to select the incomplete transactions. Hold the [Ctrl] key to select more than one line. Hold the [Shift] key to select a range of lines.
• Click on the Treatment Plan and Phase icon to enter the same letter/number for all the selected transactions in one step.

Treatment plans created on the Transaction screen are automatically tracked in the Version 13 Pending Tx Plan folder on the Tx Status tab of the To Do List.