How to clone a treatment plan
Navigate to the patients 'Chart 'screen
Select the dropdown arrow next to the treatment plan and select 'Clone'
Click on 'Clone' when prompted to and this will create an exact duplicate of the treatment plan charted!
How to rename a treatment plan
Use the dropdown arrow next to the treatment plan you wish to rename
Select 'Rename'
Enter your name and click 'Save'.
You will see the new name reflected on the patients 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.