Create a new Treatment Plan

  1. Once in a patient's chart, select the Treatment Plan chart tab.


  2.  The Treatment Plan screen will load.  Select the Treatment Plan template to document.

  3.  To document your Treatment Plan, you can either click all of the necessary boxes for this patient, freehand type the information, dictate the information in OR you can click the Defaults button (If your practice or your user has defaults setup).

  4. Document the patient's Treatment Plan as appropriate.

  5. Once you have it completed, click Save.