Create an orthodontic treatment plan

Before you can enter orthodontic data into the procedure list for a patient, you need to create an orthodontic treatment plan for them.

Orthodontic treatment plans are listed in the patient sidebar when you go to Patient > Charting > Orthodontic.

1. Select Create Plan from the patient sidebar
   
2. Enter the required fields:
   • To save a draft treatment plan, you are only required to enter:
     • Phase
     • Orthodontic Procedure
     • Provider
   • To make a draft treatment plan active, you must also enter:
     • Start Date
     • Estimated Treatment Length
3. Enter an overall summary of the treatment plan into the Diagnostic, Objective & Treatment Plan Details field
   • You can update these notes over the course of the patient's treatment.
   • While this field is great for notes about the overall treatment, details about specific visits are best recorded in progress notes when you enter orthodontic data into the procedure list.
   • To learn more, see Entering orthodontic data.
4. Select Save

The orthodontic treatment plan now appears in the patient sidebar.

• To make changes to the plan settings or update the diagnostic, objective and treatment plan details, select Edit.
• A record of changes and snapshots for each save are available from History in the patient sidebar.
  • When the history window is open, select ![null][kb-icon-binocular-forward] to see a snapshot of what the treatment plan looked like at that time.
  • The snapshots are helpful for reviewing what the diagnostic, objective, and treatment plan details were at different times.