Treatment Plan Status: Set an Item to Indicate Treatment Plan Completed


An item number can be setup to automatically mark a treatment plan Status as Completed.

For example, when item TPlanC is entered in the Treatment Plan page, the Status will be updated. 

Setup Completed Plan Item

If the item does not already exist in the database, add it following the Add new item instructions. The item used is up to the individual practice. 

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

  2. Record > Find an item

    1. Item Code: Enter the item to be setup as completed treatment plan
    2. Click FIND
    3. Highlight the item
    4. Click GO TO


  3. With the item selected, go to the Other Details tab

    1. Tick Treatment Plan Complete box

Using Treatment Plan Completed Item

Within any Treatment Plan, if the item setup above is entered, the Status will automatically change to Completed. 

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

  2. Enter the Treatment Plan Complete item 

  3. See Status: Completed




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