Dental & Periodontal Charting (Web App)

Why Use This Function:

The Dental Treatment Workflow Plan is used to link a Treatment Plan to a Patient or Debtor, ensuring that all planned procedures are accurately recorded. This includes the estimated cost of the treatment, allowing for clear financial tracking, as well as any additional notes made by the Practitioner to guide the treatment process. This structured approach helps streamline patient care and ensures that all relevant details are documented for efficient workflow management.

💡Please Note: Ensure that you are on the Dental Entity.

• This user manual will start on the Diary screen.

• Click on the desired Booking.

• The Diary sidebar will open.

• Click on the Dental dropup button.

• Click on the Clinical button.

• The Clinical screen will open.

• Click on the Forms Library drop-down menu and select Treatment Plan.

• The Treatment Plan will open on the left.

• Click on the Treatment Plan drop-down menu to select the Treatment Plan template.

• For more information on how to set up a Treatment Plan template, please refer to the user manual: How to Set Up the Dental Treatment Plan Workflow Event.
  
  
• Click on the Admin drop-down menu.

• Click on the Treatment Plan Name field to enter the Treatment Plan name.

• Click on the Add Estimate button to select an Estimate from the List available.

• The Pending Estimates screen will open.

💡Please Note: The Estimates have to be set up beforehand. For more information on how to set up Estimates, please refer to the user manual: Estimates/Quotes Create, View, Print and Email.

• Click on the Select button to add the Estimate.

• The Estimate will now display on the screen.

• Last Updated: Displays the most recent date the Estimate was modified.
• Date: Shows the creation date of the Estimate.
• Estimate No: A unique identifier assigned to the Estimate.
• Estimate Name: The designated name of the Estimate.
• Total: The total amount of the Estimate in rand.
  
  
• Click on the View button.

• The Estimate will open for viewing, printing, or downloading.

• Click on the Ok button once you are done viewing.

• Click on the Delete button to delete the Estimate.

• Tick the Attach Estimates to Treatment Plan Printout if you wish to attach the Estimates to the Treatment Plan printout.

• Click on the Treatment Plan Note field to add any additional notes.

• Click on the Lock button to lock77 the Treatment Plan.

• An Attention screen will pop up to inform you that once this Treatment Plan is locked, it can not be edited.

• Click on the Ok button if you wish to lock this Treatment Plan.

• Click on the Print button.

• The Print screen will open.

💡Please Note: If you Click on the Print button that the Treatment Plan will be marked as complete.

• Click on the Print button drop-up to download the Treatment Plan.

• Click on the Collapse button to collapse all the information.

• Click on the Copy button on the Right side panel to copy the Treatment Plan.

• Click on the Delete button to delete the Treatment Plan.

• Click on the Create Recording button.

• For more information on how to add a Voice Recording, please refer to the user manual: How to Add a Voice Recording.
  
  
• Click on the Save and Close drop-up menu for options to become available.

• Click on the Save button to save the information captured on the form.
• Click on the Save Lines To New Macro button to save the lines captured as a Macro.
  
  
• Click on the Save button.