Presenting treatment plans

After treatment-planned procedures have been added to a case, you can present the treatment plan to the patient.

To present a treatment plan

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
- On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. The Treatment Plan box displays the patient's treatment plans. Click (or tap) a treatment plan. Skip step 1.
- On the Patient menu, under Clinical, click (or tap) Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.

On the Tx Planner tab of a patient's clinical record, under Active, select a case.
The recommended treatment for the selected case appears.
Click (or tap) Preview.
The treatment plan appears.
By default, a presented case has a "Presented" status, but you can select a different Status as needed.
Select one of the following options:
- New - This is a newly created case that you have not presented to the patient yet.
- Presented - This is a case that you have presented to the patient.
- Accepted - The entire case has been accepted by the patient.
- Rejected - Any part of the case has been rejected by the patient.
To print a copy of the treatment plan for the patient to take, click (or tap) Print.
To return to the Treatment Planner page, click (or tap) Back to Treatment Planner.