How do I clone a treatment plan?
Navigate to the patients 'Chart 'screen
Click the dropdown arrow next to the treatment plan tab header, and select 'Clone'
You will be prompted to confirm, and then an exact duplicate of the treatment plan you charted will be created.
How do I rename a treatment plan?
Navigate to the patients 'Chart 'screen
Click the dropdown arrow next to the treatment plan tab header, and select 'Rename'.
Enter the new name and click 'Save'.
You will see the new name reflected in the patient's chart screen, clinical history and any treatment reports.
💡 Top tip: You can also change the name of appointments within the treatment plan, to make them easier to identify. Simply click the existing appointment name eg. 'Appt. 1' and type in your chosen name.