How do I amend treatment plan details in Canada?
Once you have created a treatment plan and added treatments, their default price and duration for the patient’s registered payment plan will be added to the treatment line.
To amend the details of a treatment plan (for Canadian users):
In Dentally, go to the 'Chart' tab in the patient record, and find (or create) the chosen treatment plan.
Click the dropdown arrow to the left of the date on the relevant treatment plan.
The window will expand and you will be able to see more details about the treatment plan.
To edit the price or duration, enter the amount in the 'Price' or 'Duration' fields.
You can also see and amend other fields including 'Practitioner' (compulsory), 'Referrer' and 'Fee schedule'.
You can add any notes or labs to the treatment plan as well. To add template notes, in the 'Notes' field, click the '+' button on the far right off the notes toolbar and choose from your templates.
How do I edit the settings of my treatment plan in Canada?
To amend the settings of a treatment plan (for Canadian users):
In Dentally, go to the 'Chart' tab in the patient record, and find (or create) the chosen treatment plan.
Select the cog ⚙️ icon from the toolbar along the bottom under the treatment plan.
The 'Treatment Plan Settings' window will appear. From here you can edit:
Nickname
Fee Schedule
Start/End Date
Practitioner
