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Set Up Treatment Phases

Use the Treatmentseditor to maintain your list of patient treatment phases. Each record includes the treatment description, abbreviation, default number of treatment months, and classification. Because Edge uses the treatment phase to track patient contracts, transactions, treatment progress, and other critical statistics, it is important that your list is comprehensive, and that patient folders are assigned to the appropriate treatment phase at all times.

How to Get Here

Home ribbon bar - Editors > Treatment > Treatment. (You can also search for the editor you want to work with.)

Setup

Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

Display active / inactive records - You can choose whether to include inactive records in your list. Enable / disable the Show Inactive option at the top of the windowto include/exclude the inactive records.

Create new record - Click New. Then enter the details for this treatment phase.

Edit record - Select a treatment phase to work with. If you just created a new record, it is selected automatically. If you cannot find the record you are looking for, enable the Show Inactive option at the top of the window to include both active and inactive descriptions.

Description - You can change the name of your treatment phase in this field.
Abbreviation - Enter an abbreviation for this phase. The abbreviation appears on the Patient Information Panel of the patient folder, among other places in your system.
Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, include inactive records in your list of records, and change them back to Active if needed.
Default months - Enter the number of months this phase of treatment typically takes for a patient to complete. This number is used when creating contracts, and to calculate the expected appliance removal date on the Findings pageof the patient folder.
Classification - Select the classification to assign to this phase of treatment. See "Set Up Treatment Phase Classifications" for details about creating your list of responses.