There are two different ways to access the area where you can create a treatment plan. The first is through the Treatment Plans tab in the patient profile. The second is via the Treatment Plans button in the left menu, which takes you to a screen containing all treatment plans.

To create a new plan, you should click the "Add Treatment Plan" button available in both locations. Then, by selecting the doctor and the patient and clicking the "Add" button, you will transition to the treatment plan screen.

On the treatment plan screen, the left side displays treatments, the top right shows the dental chart, and the bottom right area lists the treatments. There are ways to prepare the treatment plan. Below, you can find two of the options along with videos.

Adding by clicking on teeth and treatment.

The most recommended method involves selecting the teeth where the procedure will be performed and then choosing the relevant treatment by clicking on it.

Adding Treatment Not Associated with a Specific Tooth

This method is typically used for procedures like scaling and root planing that are applied to the entire mouth or specific areas of the mouth. You proceed by simply clicking on the treatment.

For more information about treatment plans, you can check out our other articles. If your issue is not resolved, you can contact our team via the live chat button for detailed assistance.