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Add & Edit Treatment Plan Records

Use the treatment plan to record medical concerns and other issues related to the treatment planning process. You can add records to any section of the treatment plan at any time, and create multiple plans per patient. You might use multiple plans, for instance, to separate phases of treatment, or to offer multiple courses of treatment to your patients.

How to Get Here

Open patient > Treatment Plan. (See "View Treatment Plan & Sequence" for details.)

Open a patient folder and click the Treatment Plan tab.

The treatment plan appears in the bottom portion of the window.

Use This Feature

Select plan to work with - If the patient has multiple treatment plans, select the plan to work with, or create a new plan as needed. (Note that you must create a new plan the first time you want to enter treatment plan records for a patient.)
Add a record to a style - Click the style heading you want to work with, then click Add from the Treatment Plan section of the Patient ribbon bar.(Or right-click the section you want to work with and select Add, or press Ctrl+A on your keyboard). A new record is added to the bottom of the selected style, ready for your input.

Patient ribbon bar:

Right-click:
Edit records - You can edit only records created within the past 24 hours. Click Edit in the Treatment Plan section of the Patient ribbon bar. When you finish making changes, press the Tab key on your keyboard to save them. You can also click the Save button at the bottom or the Treatment Plan window, or click Save in your Quick Access toolbar, as described below.

Patient ribbon bar:

Right-click:
Enter data - After entering data into a column, press the Tab key on your keyboard to advance to the next column. When you reach the final column, press the Tab key once more to permanently add the record to the patient folder. You can also click the Save button at the bottom or the Treatment Plan window, or click Save in your Quick Access toolbar to add the record, as described below.
- Column-specific data - Each column in your style can require a different type of input. For example, you can type text into some column types, while others require that you select a response from a list or choose an appointment procedure. (See "Set Up Treatment Chart & Plan Styles" for details about assigning column types and lists.)
  - The Text Only column type requires that you type (or copy & paste) text into the column. In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active, you can optionally enter a narrative description of the tooth chart data into the column automatically. (See "Tooth Chart Editor" for details.)
  - The List Only column type requires that you select a response from an assigned list. You cannot edit the response. (See "Set Up Treatment Chart & Plan Lists" for details)
    
    When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. (Note that the matching will occur only after you have stopped typing.) If Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
    
    When the Auto Complete option is enabled for a list, you can press the Tab key on your keyboard to add the entirety of the currently selected response to the treatment chart/plan record. If Auto Complete is disabled, you must click the response to add the entire response text to the record.
  - The List and Text column type provides for both selecting from an assigned list, and/or typing text. You can select multiple responses from the list by pressing the space bar between responses. You can edit the text of the list responses, as well as add additional text as needed. (See "Set Up Treatment Chart & Plan Lists" for details)
    
    In addition, if you edit a patient's tooth chart while a Text Only or List and Text treatment chart column is active, you can optionally enter a narrative description of the tooth chart data into the column automatically. (See "Tooth Chart Editor" for details.)
    
    When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. (Note that the matching will occur only after you have stopped typing.) If Text Search is disabled, your list responses will be numbered, and you can type a number to jump to the response you want.
    
    When the Auto Complete option is enabled for a list, you can press the Tab key on your keyboard to add the entirety of the currently selected response to the treatment chart/plan record. If Auto Complete is disabled, you must click the response to add the entire response text to the record.
  - The Procedure List type requires that you select a single response from a displayed list. Both your appointment procedures and your procedure groups and chains are included in the list. When used in conjunction with a List Only column that is assigned to a list with the Next Appt Time option enabled, the data is transferred to the Needs Appointment List automatically. (See "Needs Appointment List" for details.) If you select a procedure group or chain, each procedure is entered into the Needs Appointment List separately,
    
    Note that Text Search and Auto Complete are automatically enabled for entering a Procedure List response into a treatment chart or plan entry. Therefore, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. You can then press the Tab key to enter that response into the column.
- Copy & paste data - In addition to typing or using lists, you can cut, copy and paste data into most treatment plan columns.
- Use auto-complete - Begin typing your text in a notepad, treatment chart, or treatment plan record, then press Ctrl+Space to allow the internal Edge dictionary, as well as your personal and shared dictionaries, to suggest matching text. You can then select an entry from the list to insert into your record. (See "Set Up & Manage Dictionaries" for details about maintaining your Edge dictionaries.)
- Import findings into treatment plan - While adding data to a Text Only or List and Text column, click Import Findings from the Treatment Plan ribbon bar (or press F2 on your keyboard) to import selected findings into that field. See "Add Findings to Treatment Plan / Chart" for details.

Format text - As you add or edit a record, you can select text, then use the Font section of the ribbon bar to apply a new font, color or emphasis to the text. (If the Rich Text option is enabled for the column, only the selected text will be affected. Otherwise, the entire column will be affected by your formatting choices. See "Set Up Treatment Chart & Plan Styles" for details.) Note that you cannot format the text of any record older than 24 hours.

Delete Record - Select a record that has been created within the past 24 hours, and click Delete on the Treatment Chart or Treatment Plan section of the Patient ribbon bar, or right-click the record and select Delete.

Save - Click Save in the Quick Access toolbar, or at the bottom of the Treatment Plan window, or press your Tab key after the final column of a treatment chart entry to save the record.

Click Save from the bottom of the Treatment Plan window:

Click Save from the Quick Access toolbar:

Notice!

Delete unfinished record- You may delete an unfinished record by pressing the Esc key on your keyboard, clicking Cancel at the bottom of the window, or exiting the patient folder before you tab out of the final column of the record.

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