Starting the Treatment Planner

The Treatment Planner provides patients with easy-to-understand treatment options. When used in conjunction with the Dentrix Presenter, the Treatment Planner provides powerful case presentations.

Note: Once you enter treatment-planned procedures for a patient using the Patient Chart or the Ledger, the Treatment Planner button on the toolbar appears green. The button is white if you have not created a treatment plan for the patient.

To start the Treatment Planner

1.   In the Patient Chart or the Ledger, select the patient you want to create a treatment plan for.

2.   Enter and post the procedures applicable to the patient's treatment plan.

3.   In the toolbar, click Treatment Planner.

The Treatment Planner window appears.