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Pause an orthodontic treatment plan

If you are temporarily not working with a patient or are on leave, you can pause an orthodontic treatment plan so that your scheduled revenue calculations are correct.

Pausing an orthodontic treatment plan stops the system from posting future scheduled revenue for the ortho treatment plan. It does not pause an associated orthodontic payment plan.

  1. Select Edit
  2. Select Set Pause/Resumption Dates
  3. Enter a Pause date
  4. Optional: Enter a Resume date
    • If you leave the Resume date empty, the treatment plan remains paused indefinitely.
  5. Select OK
  6. Select Save
  7. Select Yes to confirm that you want to set the plan to Paused  

After you pause the plan, you can resume it at a later date so the status becomes active again.