Treatment Plan Status: Accepted

New Treatment Plans are automatically set with a Status of None. This should change - manually or automatically - throughout the course of the plan. 

Automatically Accept when Scheduled

When items from a Treatment Plan are scheduled and the automated general setting is activated, the Status will update to Accepted. 

1. Turn on the automatic feature:

   1. Click the navigation menu > Location Setup > General page

   2. Group: Treatment > Set Treatment Plan with Appointment items to Accepted = Yes
      
      

2. Scheduling appointment:

   1. When making an appointment for a patient, ensure to select Items from plan
      
      

Automatically Accept when Items Completed

When items from a Treatment Plan have been transferred to Treatment, and the automated general setting is activated, the Status will update to Accepted. 

1. Turn on the automatic feature:

   1. Click the navigation menu > Location Setup > General page

   2. Group: Treatment > Set treatment plan for items transferred to Treatment to Accepted
      

Manually Accept a Treatment Plan

When a patient verbally accepts a Treatment Plan or the automated settings are not activated, manually change the status to ensure correct reporting. 

1. Click the navigation menu > Patients > Treatment Plan page 

2. Select the accepted plan from the Date drop list

3. Change the Status to Accepted