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links",[372,373,374,384],"ul",{},[375,376,377],"li",{},[378,379,383],"a",{"href":380,"rel":381},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ffees\u002Fprocedures",[382],"nofollow","Procedures",[375,385,386],{},[378,387,390],{"href":388,"rel":389},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fusers\u002Fprofiles",[382],"Users",[352,392,394],{"id":393},"open-the-plans-workspace","Open the Plans workspace",[396,397,398,401,412],"ol",{},[375,399,400],{},"Open a patient.",[375,402,403,404,407,408,411],{},"In the patient profile, select ",[363,405,406],{},"Plans"," beside ",[363,409,410],{},"Visits",".",[375,413,414],{},"Review the plan list and its status filter.",[360,416,417],{},"The list can show plans in these groups:",[372,419,420,426,432,438],{},[375,421,422,425],{},[363,423,424],{},"In Progress",": plans that have started or have been sent and still contain unfinished work;",[375,427,428,431],{},[363,429,430],{},"Preparation",": plans that are being prepared;",[375,433,434,437],{},[363,435,436],{},"Completed",": approved plans whose procedures are complete;",[375,439,440,443],{},[363,441,442],{},"Rejected",": plans that were rejected and are kept for reference.",[360,445,446,447,449,450,452],{},"The default view prioritizes ",[363,448,424],{}," and ",[363,451,430],{},". Choose another filter to review completed or rejected plans.",[352,454,456],{"id":455},"create-treatment-plan","Create Treatment Plan",[396,458,459,465,468,471],{},[375,460,461,462,411],{},"Click ",[363,463,464],{},"New Plan",[375,466,467],{},"If the clinic has more than one branch, choose the branch for the plan.",[375,469,470],{},"Open the new plan from the list.",[375,472,473],{},"Give the plan a clear name and add the planned procedures.",[360,475,476],{},"Use a demo or training patient when learning this workflow because creating a plan adds a record to the patient's profile.",[352,478,480],{"id":479},"understand-the-plan-workspace","Understand the plan workspace",[360,482,483],{},"When you open a plan, the workspace brings the plan information and planned care together:",[372,485,486,492,498,504,510],{},[375,487,488,491],{},[363,489,490],{},"Plan header",": plan name, code, status, Send, Print, and plan actions;",[375,493,494,497],{},[363,495,496],{},"Summary",": patient, branch, tax, discount, deposit, and important dates;",[375,499,500,503],{},[363,501,502],{},"Stages",": All Stages and individual stages such as Stage 1 or Stage 2;",[375,505,506,509],{},[363,507,508],{},"Dental Chart",": review or add conditions associated with the plan;",[375,511,512,514],{},[363,513,383],{},": review planned procedures, their status, appointment dates, and progress.",[360,516,517,518,521],{},"Select a stage to focus the procedure list on one part of the plan. Select ",[363,519,520],{},"All Stages"," to review the complete plan.",[352,523,525],{"id":524},"plan-status","Plan status",[360,527,528],{},"Use the status control in the plan header to move the plan through the clinic workflow:",[372,530,531,536,542,548],{},[375,532,533,535],{},[363,534,430],{},": the plan is being prepared;",[375,537,538,541],{},[363,539,540],{},"Sent",": the plan has been sent for review or patient communication;",[375,543,544,547],{},[363,545,546],{},"Approved",": the plan has been accepted and can move into delivery;",[375,549,550,552],{},[363,551,442],{},": the plan is not being accepted in its current form.",[360,554,555],{},"Change the status only when it matches the clinic's process. A locked plan cannot be changed until an authorized user unlocks it.",[352,557,559],{"id":558},"plan-actions","Plan actions",[360,561,562],{},"The plan actions menu can provide:",[372,564,565,575,583,588,593],{},[375,566,567,570,571,574],{},[363,568,569],{},"Signatures"," or ",[363,572,573],{},"Add Signature",";",[375,576,577,570,580,574],{},[363,578,579],{},"Lock",[363,581,582],{},"Unlock",[375,584,585,574],{},[363,586,587],{},"Rename",[375,589,590,574],{},[363,591,592],{},"Clone",[375,594,595,598],{},[363,596,597],{},"Delete"," when the plan is not locked.",[360,600,601],{},"Approved plans can also expose plan-specific financial actions such as adding a deposit. Review the plan summary and confirm the patient before saving any change.",[352,603,605],{"id":604},"update-treatment-plan","Update Treatment Plan",[360,607,608],{},"Open the saved plan to update the name, procedures, stages, summary details, or status.",[352,610,612],{"id":611},"delete-treatment-plan","Delete Treatment Plan",[360,614,615],{},"Use the plan actions menu to delete a plan only when it should be fully removed. Locked plans may need to be unlocked first.",[352,617,619],{"id":618},"treatment-plans-and-treatment-history","Treatment Plans and Treatment History",[360,621,622,623,626],{},"Treatment History records documented clinical work. Treatment Plans describe intended care and its progress. A plan may also appear in the ",[363,624,625],{},"Treatment Plan"," history section, where the team can review it alongside the patient's clinical history.",[360,628,629,630,632],{},"Use ",[378,631,199],{"href":200}," when you need to review clinical records. Use Treatment Plans when you need to prepare, organize, communicate, or track planned care.",{"title":634,"searchDepth":635,"depth":635,"links":636},"",2,[637,638,639,640,641,642,643,644,645,646],{"id":354,"depth":635,"text":355},{"id":369,"depth":635,"text":370},{"id":393,"depth":635,"text":394},{"id":455,"depth":635,"text":456},{"id":479,"depth":635,"text":480},{"id":524,"depth":635,"text":525},{"id":558,"depth":635,"text":559},{"id":604,"depth":635,"text":605},{"id":611,"depth":635,"text":612},{"id":618,"depth":635,"text":619},"2026-07-18","Organize proposed care into procedures and stages, track progress, and manage plan approval.","md",null,{},true,{"title":243,"description":648},"yBhWozJW4KvkBBDYqLDCLrH-1rtZVn76H9z8oVc9EZ4",[656,658],{"title":237,"path":238,"stem":239,"description":657,"children":-1},"Organize proposed procedures into stages, track progress, and share planned care with the patient.",{"title":247,"path":248,"stem":249,"description":659,"children":-1},"Send a treatment plan to the patient or open a print-friendly version.",1784371847720]