Patient Treatment Plan

Use the patient Treatment Plan to track the proposed and completed sequence of treatment for your patients, as well as record medical concerns and other significant issues regarding treatment choices.

How to Get Here

Click to OpenOpen Patient Treatment Plan - You can open this feature in multiple ways: Use the method that's most convenient for you.

You can also view the treatment plan from the patient's Treatment Chart. See "Treatment Chart" for details.

Use This Feature

Alert Stop - If the patient has an alert trigger enabled for this feature, the Alert Stop pop-up window will appear when you initiate this feature for the patient. Review the alert information, then either press Enter on your keyboard, or click the box to continue. You can also click the Edit link to open the Alert editor for that patient.

Click to OpenTreatment Plans - Treatment plan records are listed underneath the style you selected when creating the record, so you accumulate a categorized and chronological record of planning activity.

Click to OpenPatient Summary - The very top of the Treatment Chart and Treatment Plan windows include the patient nickname, full name, current status, primary id number, and gender. The patient summary includes additional information, including medical alerts, treatment dates, next appointment information, contact details, and two patient-specific messages that you can color-code however you wish. You will usually need to use the scroll bar at the right side of the summary to see all of the information.

Click to OpenMore Information

Click to OpenEdge Animations Videos - Click the Video button from the treatment chart / plan toolbar, or the tooth chart toolbar to find topic-specific video assistance. See "ViewPoint Videos" for details.