Treatment Plan Module Preferences

Here you can set default options and settings for the Treatment Plan Module. Check a box to turn a preference on; uncheck a box to turn it off.

In the Main Menu, click Setup, Treat'Plan, or Setup, Module Preferences, Treat'Plan tab.

Default Note: The default note that shows on a treatment plan (in the Note box in the Treatment Plan module). It can be very long and complex if needed and supports Quick Paste Notes. If the default note is changed, you will be asked if you want to change the default note for existing unsaved treatment plans.

Show Completed Work on Graphical Tooth Chart: Set the default option for showing completed procedures on the printed tooth chart. The option can also be changed in the Treatment Plan module by checking/unchecking the Graphic Completed Tx under Show.

Procedure discount adj type: The default adjustment type that is added to the patient account when treatment planned procedures with Procedure Discounts are set complete. The available options are set in Definitions, Definitions: Adj Types.

Procedure discount percentage: The default percentage used for procedure discounts.

Itemize Treatment Plan: Set whether printed treatment plans will show itemized fees or grand total only.

Save Signed Treatment Plans to PDF: This box is automatically checked when Treatment Plans use Sheets is checked.

Treatment Plans use Sheets: In version 17.1 and greater, this preference is removed because all treatment plans use sheets automatically. In version 16.4 and earlier: Select whether treatment plans will use the classic format or a custom format designed in Sheets.

Enable Insurance Frequency Checking: Determines whether a procedure's frequency limitations affect insurance estimates (e.g. BWs, Panos/FMX, Exams, or custom frequency limitation benefits). See Insurance Frequency Limitations.

The following settings determine which codes are affected by each frequency limitation, if insurance frequency checking is enabled. Separate multiple codes by comma (e.g. D0272,D0274).

Sort Procedures By: Determines how procedures in the Treatment Plan module are sorted by default. Also see Procedure Sort Order.