Treatment Plan Module

In the Treatment Plan Module, you can manage and prioritize treatment plans for a patient.

Webinar: Treatment Plan Webinar

Treatment Plan Toolbar

Preauthorization: Send Preauthorization for a procedure.

Discount: Add a Procedure Discount to selected treatment planned procedures.

Update Fees: For this patient only, update all fees and insurance estimates on the selected treatment plan. See also Fees Update.

Print TP: Print the selected treatment plan. Default print options can be set in Treatment Plan Module Preferences.

Email TP: Email the selected treatment plan.

Sign TP: Electronically sign a saved treatment plan.

Note: To customize the printed layout of treatment plans, see Treatment Plan Layout.

Treatment Plans

The Treatment Plans list in the upper left corner lists all active, inactive, and saved treatment plans for this patient.

Active: There can be one active treatment per patient. Procedures attached to appointments are always on the active plan. Only procedures with a Treatment Planned (TP) status can be on an active plan. As procedures are completed, they are removed. The active plan determines the following:

Inactive: There can be multiple inactive treatment plans. Procedures on inactive plans can have a status of Treatment Planned (TP) or Treatment Planned Inactive (TPI). An inactive treatment plan can replace the active treatment plan at any time. Simply double-click the inactive plan, then click Make Active Treatment Plan.

Saved: Save a treatment plan so you have a permanent record of it. This is the only way to preserve a treatment plan since completed procedures will be removed from active and inactive plans. Fees in saved treatment plans are not affected when updating fees.

New Treatment Plans: Treatment plans can be created from this module or from the Chart module in Treatment Plan view. To create a new treatment plan from here, click New TP.

Estimates as of: This date picker only shows if Frequency Limitations is enabled. Use this feature to calculate insurance estimates as of a certain date. Click the dropdown to select the date, then Refresh to update calculations based on the date.

Refresh: Refresh treatment plan and deselect any highlighted procedures.

+Plan Appt: Create Planned Appointments.

Show / Sort / Printing Tabs

Show: Options selected on the Show tab affect what shows in the Procedures grid and printed/emailed treatment plans.

To set other options that determine what shows on printed treatment plans see Treatment Plan Module Preferences (e.g. show itemized fees or grand total).

Sort by: Procedures are always sorted first by priority, then by date. It can further be sorted by tooth number or order of entry. Also see Procedure Sort Order. Set the default in Treatment Plan Module Preferences, Sort Procedures By.

Printing: Only shows if patient has a treatment plan that was saved prior to version 17.1. Offices who switched from internal treatment plan sheet to custom sheet should check the box for print classic if they want to print the treatment plan as it would have prior to 17.1.


The box at the upper right shows all preauthorizations for this patient. Double-click a preauthorization to edit.

Procedures Grid

When you click on a treatment plan, the associated procedures show in the Procedures grid. To highlight multiple procedures, press Ctrl and click on the procedures, or click and drag. Double-click a procedure to open the Procedure Info window.

The columns that show can be customized in Display Fields, TreatmentPlanModule. Options include:

The pri and sec ins estimates can be misleading if, in the Family Module, the patient has a dental plan listed first and a medical plan listed second. In this particular situation, the Pri Ins column will show the dental plan estimates, and the Sec Ins column will show the medical plan estimates. We recommend listing the medical plan first in the Family Module.

Set Priority

The set priority list is used to assign priorities to the procedures on the treatment plan. Select the procedure(s), then click on a priority level. The sort order of the procedures will change accordingly. Priorities can also be set while entering treatment in the Chart module, and on the Procedure Info window.

Priority options can be customized in Definitions: Treat' Plan Priorities. You can use numbers, letters, or words up to 7 characters. You can change the sort order of procedures according to priority, change text colors, and hide priorities from view. Examples of other possible priority levels are Sched, Wait, Next, ?, Decline, Last, Low, High, NewYear, Urgent, WaitIns, Altern, Plan A, Plan B, RecPlan, and AltPlan.


The area at the lower right shows remaining family and individual insurance benefits at a glance. For details about how amounts are determined, see Insurance Remaining Calculations.


The default note is set in Treatment Plan Module Preferences. Any changes made to the note here will be saved for the selected treatment plan. Right-click to add Quick Paste Notes.

Updating Fees

There are a few ways to update fees in active or inactive treatment plans (e.g. if fees have increased/decreased or insurance plan or fee schedule changed).

Fees in saved treatment plans are not affected when updating fees.