Use the treatment plan to record medical concerns and other issues related to the treatment planning process. You can add records to any section of the treatment plan at any time, and create multiple plans per patient. You might use multiple plans, for instance, to separate phases of treatment, or to offer multiple courses of treatment to your patients.
ViewPoint toolbar > 
Treatment Plan. (See "View Treatment Plan" for details.)
If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise,
Select plan to work with - If the patient has multiple treatment plans, select the plan to work with, or create a new plan as needed. (Note that you must create a new plan the first time you want to enter treatment plan records for a patient.)
Add a record to a style -
Edit records - You can edit only
Enter data - After entering data into a column, press the Tab key on your keyboard to advance to the next column. When you reach the final column, press the Tab key once more to permanently add the record to the patient folder.
Column-specific data - Each column in your style can require a different type of input. For example, you can type text into some column types, while others require that you select a response from a list or choose an appointment procedure. (See "Set Up Treatment Chart & Plan Styles" for details about assigning column types and lists.)
The Text Only column type requires that you type (or copy & paste) text into the column. In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active,
The List Only column type requires that you select a response from an assigned list. You cannot edit the response. (See "Set Up Treatment Chart & Plan Lists" for details)
When the 
Text Search option
is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If 
Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".
The List and Text column type provides for both selecting from an assigned list, and/or typing text. You can select multiple responses from the list by pressing the space bar between responses. You can edit the text of the list responses, as well as add additional text as needed.
In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active,
When the Text Search option
is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".
The Procedure List type requires that you select a single response from
Note that Text Search
The Drawing type pops a window onto your screen where you can create a free-hand drawing to include with the record. Once the record has been saved, you can right-click the field to display the drawing.
Copy & paste data - In addition to typing or using lists, you can cut, copy and paste data into most treatment plan columns.
Import findings into treatment plan - While adding data to a Text Only or List and Text column, press F2 on your keyboard to import selected findings into that field. See "Add Findings to Treatment Plan" for details.
Highlight text - Right-click a column in any record, and select Highlight, then choose a color scheme to apply to the selected column, bringing special attention to that column. Right-click and select Reset to default column colors to return the column to its original colors.
Cross out text - Right-click a column in any record, and select Cross Out to draw a line through incorrect text. You can also right-click and Undo Cross Out if needed.
Audit record - Right-click any record and select Audit to review the operator, date, and time the record was created, as well as when it was last changed.
Delete Record - Select a record that has been created within the past 24 hours, and click 
Delete on the Treatment Chart or Treatment Plan section of the Patient ribbon bar, or right-click the record and select Delete.
Save -
Toggle Chart & Plan - Click the 
Chart/Plan icon from the Treatment Chart / Plan toolbar to toggle between viewing the patient's chart and plan.
Records are permanent - CAUTION! As soon as you tab out of the final column, you create a record
that cannot be deleted!
Delete unfinished record- You may delete an unfinished record by pressing the Esc key on your keyboard, or exiting the patient folder before you tab out of the final column of the record.
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