You are here: ViewPoint Help > Patient Folders > Patient Treatment > Phase Table

Set Up Treatment Phases

Use the Phasetable to maintain your list of patient treatment phases. Each record includes the treatment description, abbreviation, default number of treatment months, and classification. Because ViewPoint uses the treatment phase to track patient contracts, transactions, treatment progress, and other critical statistics, it is important that your list is comprehensive, and that patient folders are assigned to the appropriate treatment phase at all times.

How to Get Here

ViewPoint Main Menu - System Tables > Treatment > Phase.

Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

Display active / inactive records - You can choose whether to include inactive records in your list. Enable / disable the Show Active Only option at the bottom of the window to include/exclude the inactive records.

Create new record - Click New. Then enter the details for this treatment phase.

Edit record - Select a treatment phase to work with. If you just created a new record, it is selected automatically. If you cannot find the record you are looking for, disable the Show Active Only option at the bottom of the window to include both active and inactive descriptions.

Description - You can change the name of your treatment phase in this field.
Abbreviation - Enter an abbreviation for this phase. The abbreviation appears on the Patient tab of the patient folder, among other places in your system.
Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, include inactive records in your list of records, and change them back to Active if needed.
Default months - Enter the number of months this phase of treatment typically takes for a patient to complete. This number is used and to calculate the expected appliance removal date on the Findings tabof the patient folder.
Classification - Select the classification to assign to this phase of treatment. See "Set Up Treatment Phase Classifications" for details about creating your list of responses.