Treatment planning
Treatment planning, estimates and region specific information
By Hebe and 2 others3 authors29 articles
Creating a treatment plan
How to create a treatment plan (customised for each region)
- How to create a treatment plan in Australia🇦🇺 AU only - Creating a new treatment plan
- How to create a treatment plan in the UK and ROI🇮🇪🇬🇧 ROI/UK only - Creating a new treatment plan
- How to create a treatment plan in Canada 🇨🇦🇨🇦 CA only - Creating a new treatment plan
- How to add a treatment to a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Adding treatment codes to a treatment plan
- How to add appointments to a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How practitioners add appointments to a treatment plan, for receptionists to book in later
- How to set up treatment plan templates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create personal or shared treatment plan templates
- How to use treatment plan templates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use treatment plans and dental charting templates, chart multiple treatments with a single click
- How to create custom fields in treatment items🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Creating custom fields to populate treatment items with pre-existing information
Editing and completing treatment plans
From editing an existing plan to completing finished COTs
- How to complete a treatment plan🇦🇺🇳🇿🇬🇧🇮🇪 APAC, UK, ROI - Completing a treatment plan, from start to finish
- How to reorder appointments and treatment items🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Changing the order of treatments and appointments within a treatment plan
- How to edit treatment items and their prices🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Edit treatment items on your chart screen from your settings, and lock the price
- How to complete treatments and treatment plans - CA only 🇨🇦🇨🇦 CA only - Marking individual treatments and whole treatment plans as complete once work has been carried out
- How to edit an existing treatment plan in Canada 🇨🇦🇨🇦 CA only - Updating and amending existing treatment plans and treatment plan settings
- Completing treatment assigned to another practitioner🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Completing treatments assigned to a different practitioner
- How to edit an existing treatment plan🇮🇪🇬🇧🇦🇺🇳🇿 UK, ROI, APAC - Updating and amending existing treatment plans and treatment plan settings
Treatment planning FAQs
"How to" questions on all things treatment planning
- How to edit charged treatment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Wrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below 👇
- How to reopen a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to reopen a previously completed treatment plan
- How to record labs in Canada🇨🇦 CA only - How to create a lab against a treatment item in Dentally
- Sterilisation tracking codes🇦🇺🇳🇿🇨🇦 APAC/CA only - Provides practices with the ability to document sterilised instrument codes in a patient record
- How your treatments are saved🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How we ensure your treatment plans and notes are safe and secure when running a busy dental practice
- How to delete a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to delete a treatment plan
- How to confirm an unbooked appointment is ready for booking🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Let the admin team know an appointment has all the necessary details and is ready to be booked.
- How to set the booking interval for an unbooked appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting a booking interval on an unbooked appointment, so admin staff know when to book.
- How to clone and rename a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Clone a treatment plan when offering multiple treatment options, and rename a plan so it's distinguishable
- How treatment codes can swap in Canada🇨🇦 CA only - Understanding Dentally's "smart" code-swapping mechanism in Canada
- How to create private referrals🇬🇧🇮🇪 UK/ROI only - Create private in-group, in-house and external referrals
- How to create an NHS referral🇬🇧🇮🇪 UK/ROI only - Create NHS referrals via an integration
- How to view and manage in-group referrals you have received🇬🇧🇮🇪 UK/ROI only - If you receive an in-group referral from another practice, see how the patient record will display, and how to view the referral
- How to manage pricing with treatment plan templates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - A close look into the upcoming plan template changes to how pricing and fees are applied.