Setting up a Quick Plan

A Quick Plan enables you to chart multiple frequently used treatment items with a double-click. A Quick Plan can consist of several items to be completed in a single appointment, or multiple related items spanning several appointments, such as those required for a crown to be fitted.

To set up a Quick Plan

1. Create a Treatment Plan for a patient that includes all treatment and appointments for the Quick Plan. In the example below an examination with a separate scale and polish appointment has been set up.

   

2. Click the button located within the Quick Plans tab to open the Add Quick Plan window:

   

3. Enter a description for your plan as shown above.
4. If the Quick Plan is to add treatment to an existing Treatment Plan, no payor is required since the existing plan will already designate that.
5. If the Quick Plan is to create a new Treatment Plan, select that option and select a payor.

   Note that leaving this field blank will cause all Treatment Plans created with it to be private plans.

6. Click OK to save the Quick Plan to the list in the Quick Plans tab.

   

7. To use this Quick Plan in the future, select the Quick Plan tab, and double-click on the plan you wish to use.