Allocating Treatment Plan Visits


The Treatment Plan items can be broken down into multiple visits.

  • Allows reception staff to recognise which items are being performed per visit when booking

  • When printed/e-mailed, patients can see procedures per visit with an estimated cost


  1. Go to Patient Records > TreatPlan tab

  2. Below the Treatment Plan Items, click Order Visit

    1. A pink line will appear in the Vis column

      Highlight each item to include in the first visit
    2. Click 1

    3. Repeat steps for the remaining visits

    4. When done, click Order Visit button and the pink line will be removed

To reset visits, go to Reset Treatment Plan Visits

To allocate time per visit, go to Allocating Time to Treatment Plan Visits.



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