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.