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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 Enter 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 Binoculars icon. 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.