Treatment Plan Status: Presented

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When a Treatment Plan has been presented to a patient, the Treatment Plan Status should be updated. This can be completed manually or automatically. 

Automatically Set Plan as Presented

After a Treatment Plan has been either printed or e-mailed and the automated settings are activated, the Status will be updated to Presented

To turn on the automatic feature:

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

  2. Group: Treatment > Set Printed Treatment Plan to Presented or Set e-mailed Treatment Plan to Presented = Yesmceclip0.png

Manually Set Plan as Presented

If a plan has been presented and the automated settings are not activated, change the Status to Presented manually. 

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

  2. Select the accepted plan from the Date drop list

  3. Change the Status to Presented
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