Create Treatment Plan Case Presentation Templates

To save time when presenting a plan to patients, it is recommended commonly used cases are setup as templates. For example, if the practice commonly recommends Implants, an Implant Case Presentation should be created and edited per case. 

1. Ensure the Case Presentation feature is activated

2. Go to Patient Records > Letters tab

3. Select Case Presentation category                          

4. Template menu > Create Template
   
   

   1. Specify Template Name: Enter the name, e.g. Implant Presentation

   2. Specify Template Description: Enter a description of the template, e.g. Dr Smith's Implants

   3. Click OK

      1. The default letter template will appear onscreen, design the template as needed, using Input Fields to help automatically input data from the patients' file when opened against their Treatment Plan 

         1. In Microsoft Word see the Add-Ins menu/tab for Input Fields
            

         2. In RTF, see the Insert menu > Input field...

         3. Select the Input field to add to template
            

      2. When finished creating the template, go to File menu > Save and Exit

Build a Treatment Plan Case Presentation for a Patient

View Saved Treatment Plan Case Presentations

Generate a Treatment Plan Case Presentation for Patient

Activate Treatment Plan Case Presentation

Treatment Plan Case Presentation Input Fields

A Summary of Links to Treatment Plan Case Presentation Articles

Video: Treatment Plan Case Presentation