Dental & Periodontal Charting (Web App)

Once the Treatment Plan has been created a user can email the Treatment Plan to the Patient or any desired recipient.

• This screen will begin on the Diagnosis/Observations screen with an Estimate already created.

• For more information regarding the Diagnosis/Observations screen and how to create an Estimate on the Diagnosis/Observations screen, please refer to the user manual: Dental estimates from the diagnosis/observation screen.

• Click the Email Treatment Plan button to email the Treatment Plan directly from the Billing section.

• If the estimate has not been saved an Attention pop-up will appear to advise that the estimate has been modified and must be saved before emailing and whether the user would like to save it now.

• Click on the Cancel button to close and make changes to the Estimate. 

• Click on the Ok button to Save and continue the emailing process.

• The Email - Workflow Event screen will open.
  

• Click on the Send button to complete the emailing process by sending the email and returning to the Dental Charting screen.