To create a new treatment episode select Make New Episodeand select the Practitioner performing the treatment and Start date. These default to the patient's dentist and today's date.
Work Flow
Following the work flow from top to bottom, first chart new defects by left clicking the tooth and navigating to the relevant tooth state. When finished change to Chart Proposal(s)and repeat the process for any proposed treatment.
Charted Items
While in Chart Proposal(s)mode, new charted treatments are automatically created here. If No default 'Examination' on TP is left unchecked an examination is added to every episode: see Adding a Practitioner.
Add Non-Chartable Item
Click to manually add a treatment. To add a non listed item use the fields at the bottom of the page and press the Add non listed Item button. If an item is needed regularly it can be added as a user defined treatment in the Setup Treament Plans menu.
Mark All As Done
Once in Tick Work Done mode, manually check Done boxes for each treatment, or use this button to mark all treatments as completed.
Bill Done Items
Once treatment has been carried out select Bill Done Items to generate a bill for the applicable private treatments.
If an item has already been manually billed, ensure you check the Billed box on that treatment before billing done items to prevent a new bill being generated.
If the patient requires an invoice check the Produce invoice after updating accountsbox.
If all proposed treatment has been finished select Close the finished Treatment Plan.
If the treatment was emergancy work deselect Update Patient last treatment date/s to leave the patient's recall date unaffected.
Private Reports
The default private report is a Private Treatment Estimate. Other templates can be added manually.
