The Case Presentation feature allows Providers to present Treatment Plan not only with items and fees but also notes and images, which will describe the work proposed to their patients to help increase treatment plan acceptance.
The feature is deactivated by default in Treatment Plan.
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Go to Patient Records > Treatment Plan tab
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Treatment Plan menu > Case Presentation
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See the Case Presentation section to the right of screen
Create Treatment Plan Case Presentation Templates
Build a Treatment Plan Case Presentation for a Patient
Generate a Treatment Plan Case Presentation for Patient
View Saved Treatment Plan Case Presentations
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