What is a treatment plan?
A treatment plan is how work is proposed, charted and charged for a patient. A treatment plan can contain work over multiple appointments and for multiple practitioners and fee schedules if required.
Work on treatment plans is ordered by appointment. This makes the plan easy to follow for the patient and helps the reception team know which work is next in the plan to book.
How do I create a new treatment plan in Canada?
To start a new treatment plan (for Canadian users):
In Dentally, go to the 'Chart' tab in the patient record.
Click on the '+' button underneath the tooth chart.
This will open a new treatment plan.
The first appointment holder for the treatments being carried out will be automatically linked to the current appointment the patient has on the calendar.
💡Top tip: Linking appointments in Dentally is crucial for reporting and future appointment planning, and is best practice. Discover more about linking appointments here.
From here you can:
When treatments are completed, you can mark treatments and the whole treatment plan as complete, in order to charge the patient.
You will be warned if you are completing a plan that has incomplete or uncharged treatments, but you can still close these plans if not all of the work was carried out or the work was not charged.
💡 Top tip: You can 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.
How do I add appointments to a treatment plan?
You can add multiple appointments to a treatment plan, as well as adding notes and indicating booking intervals.