Managing open treatments that you Reject

Your practice may want to create a policy on how to manage the Treatment Plans / COTs that practitioners have marked as Rejected, to stop them accumulating in patient charts.

A typical process is outlined below:

To manage Treatment Plans / COTs that practitioners have marked as Rejected

Normally managed by Dentists

1. In the Care Manager screen, use the Filter to display just those Rejected treatments that are assigned to you:

   

2. With these items displayed, click any one to load all of that patient's Treatment Plans / COTs in the Chart.

   

   Note that all treatment plans / COTs load, with the default selected treatment not necessarily being the one that you are targeting.

   

3. In the Chart, from those listed, select the appropriate Treatment Plan / COT:

   

   Delete or de-activate the planned treatments that are associated with the Rejection, or deal with it in any other manner that your practice determines as appropriate. For example: