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Home / Dentrix Mastery Tracks / Treatment Planning Essentials for Teams / Set Up Treatment Plan Cases

Set Up Treatment Plan Cases

Mark Steele | 11/02/2021

Most topics in this lesson take 3-5 minutes to complete. As you finish each topic, click the Mark Complete button to receive credit.

Note: Test question content can come from either the video or the Additional Tips section of a lesson topic.

Lesson Topics
  • Creating an Alternate Case
  • Linking Alternate Cases
  • Creating a New Treatment Plan Case
  • Ordering Procedures by Visit

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  • Navigation

    Get to Know the Treatment Planner
    • Getting Started with the Treatment Planner
    Set Up Treatment Plan Cases
    • Creating an Alternate Case
    • Linking Alternate Cases
    • Creating a New Treatment Plan Case
    • Ordering Procedures by Visit
    Add Consent Forms and Notes to Cases
    • Attaching a Consent Form to a Treatment Plan Case
    • Adding Notes to a Treatment Case
    Update a Case Status and view Status History
    • Updating Case Status
    • Viewing Treatment Case Status History
    Present a Case
    • Printing a Treatment Case to Present to a Patient
    • Setting Up Treatment Planner Views
    • Viewing Insurance Benefits Information from the Treatment Planner
    Return to Treatment Planning Essentials for Teams
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