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Treatment planning
Treatment planning

Treatment planning, estimates and region specific information

COVID-19 Assessment Treatment Template๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Download and install the COVID-19 Treatment template
How to complete a treatment plan๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - From start to finish
Sterilisation tracking codes๐Ÿ‡ฆ๐Ÿ‡บ AU only - Provides the practices with the ability to document sterilised instrument codes in a patient record
How to edit charged treatment๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROIWrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below ๐Ÿ‘‡
How to reopen a treatment plan?๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง ROI, CA, AU, UK - Let's take a look at how to reopen a previously completed treatment plan.
How to control whether an item appears on an estimate/invoice๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง CA, AU, ROI, UK - Stop certain items from appearing on an invoice or estimate, or vice versa
Completing Treatments: Practitioner Name Change๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - Completing treatments assigned to a different practitioner
Creating a Treatment Plan - AU only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to create a new Treatment Plan. Including adding, changing and submitting treatments
How to use treatment plan templates๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช UK, AU, CA, ROI - Use treatment plans and dental charting templates, chart multiple treatments with a single click
How to delete a treatment plan๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to delete a Treatment Plan
Creating a Treatment Plan๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง CA, AU, ROI, UK - Start to finish
Creating custom fields in Treatment Items๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Creating custom fields to populate treatment items with pre-existing information
How to generate an estimate/consent form for a patient๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง ROI, CA, AU, UK - Generating, printing and emailing estimates and consent forms
Treatment Planning User Interface Updates - Oct 2023๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - These changes came into effect as of Oct 2023 and were the first phase in a series of changes
How to add a treatment to a treatment plan in Canada ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Adding treatment codes to a treatment plan in Canada, and understanding Dentally's "smart" code-swapping mechanism.
How to create a treatment plan in Canada ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Creating a new treatment plan
How to edit an existing treatment plan in Canada ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Updating and amending existing treatment plans and treatment plan settings
How to complete treatments and treatment plans - CA only ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Marking individual treatments and whole treatment plans as complete once work has been carried out
How to use Health Fund estimates - AU Only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to process and submit a Health Fund Estimate
How to set up treatment plan templates๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Create personal or shared Treatment Plan Templates, why you should use them and how to remove them.
How does Dentally save my treatment and notes?We have introduced some new saving methods to ensure your treatment plans and notes are safe and secure when running a busy dental practice.