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Treatment plan templates

Treatment plan templates are aimed to facilitate work of doctors as they are convenient for planning treatment for the typical medical cases. Go to Settings → Other → Treatment plan templates to create treatment plan templates.

This option allows planning of the sequence of previous procedures provided by the treatment stages, for example:

  • Sanitation may include such stages as restoration, root canal treatment, tooth extraction, etc.
  • Preparation for restoration may include orthodontic treatment, implantation, implant opening, etc.
  • Restoration may include tooth mimicking, temporary or permanent structures, etc.
Only treatment stages can be added to the treatment plan templates. Price list items cannot be added to the stages of the treatment plan template. This is related to the Service behavior, according to which you first need to select the necessary areas before assigning manipulations in the treatment plan.

You can also add a text to the treatment plan template and, if necessary, change a clinic letterhead in Settings → Other → Document templates.

The saved treatment plan templates are available in the patient card in Treatment plans → Create a plan with a template button.