Treatment planning overview

What is the treatment planning panel used for?

The treatment planning panel is where you enter findings, diagnoses, and procedures for your patients.

It also gives you the ability to associate treatments to diagnoses, group your planned treatments into different phases, and propose multiple treatment options to discuss with your patient.

Who should use treatment planning?

Most clinicians use the treatment planning panel to enter diagnoses, findings, and procedures.

However, not everyone is also required to use the phasing, treatment option, consent, and appointment planning tools as well. You can choose to simply enter completed procedures as they occur or to enter them from the odontogram instead.

How does treatment planning fit into the larger workflow?

To use the phasing, treatment option, consent, and appointment planning tools, you need to enter procedures and possibly diagnoses first.

The "full" treatment planning workflow involves:

• Enter a diagnosis
• Phase a diagnosis or treatment
• Enter a procedure
• Create treatment options

Then you can consider:

• Consent to treatment
• Connect treatment to an appointment
• Update a procedure's status

You don't have to use the "full" workflow in all cases but this list provides a general structure of what treatment planning can look like.