Use the
Home ribbon bar > 
Editors > Treatment > Treatment Findings. (You can also search for the editor you want to work with.) for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select Treatment in the list at the left and choose the Treatment Findings option.
Select data type - Choose the type of data to work with. Use the Treatment Findings data type to track your patients' medical and orthodontic findings. Use the Miscellaneous Information data type to track additional non-medical information about the patient.
Display active / inactive records - You can choose whether to include inactive records in your list. 
icon at the top of the window
Choose record to work with - Your findings records are sub-divided into a hierarchy of Headings, Categories, and Responses. You may expand or collapse folders as needed to help you find the record you want to work with.
Create new record - Select the position where you would like to insert the new record, and click Add Heading, Add Category, or Add Response, then complete the details for the type of record you are creating. Note that your original cursor position determines the type of new record you can create. For example, you cannot create a response record when your current position is a heading, and you cannot create a new category when your current position is within a list of responses.
Edit record details - Select the record to work with.
Headings - You can edit the name of the heading, and toggle the inactive flag. If you flag a heading as inactive, the associated categories and responses will not be available to patient folders.
Categories - You can edit the name of your findings categories, and toggle the inactive flag as needed. In addition, you can specify how that category is used in patient folders, as described below.
Single select / multi-select -
Allow custom response - Choose whether you can create and edit new responses in this category for individual patients.
Include on insurance form - Choose whether the patient's responses to this category are imported
into the Insurance details of the patient folder when you use the
Export to Tx. Plan/Chart - Choose whether the responses to this category can be imported into a treatment plan or treatment chart record. (See "Add Findings to Treatment Plan / Chart" for detailsabout using the import feature.)
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. See "Display active / inactive records", above, for details.
Responses - You can edit the name of your findings responses, the longer layman's description, which is often written in sentence format for word processing purposes, and toggle the inactive flag as needed.
Re-order records - You can re-order your headings, categories and responses by
Save Changes Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Use findings in word processing documents - You can insert both the short and long descriptions of your patients' treatment findings into your mail merge documents, and print them in either list or paragraph form. See "Insert Findings Variables" for details.
System-wide settings - When you change a record in the Findings
Print - Run the Treatment Category report to review the list of responses you have available for inputting into the Findings
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