When you post a treatment-planned procedure in the Ledger or the Patient Chart, Dentrix automatically places those procedures into a default treatment plan case. You can create additional treatment plan cases to group and organize procedures by case.
Watch this video to learn how to create a new treatment plan case. (Duration 0:28)
Additional Tips
- The default Treatment Plan case was created when the procedures were treatment-planned. The default case can be renamed, rather than creating a new case. However, if you delete a default case, Dentrix automatically replaces it with a new one.
- To learn more about creating a new treatment plan case, read Creating New Cases in Dentrix Help.
Check Your Understanding
If you have access to Dentrix, you can check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - For Carol Little, create a new case named “Crown”.
- Move the crown procedure from the default treatment plan case to the new case.