Creating NHS Treatment Plans

Create treatment plans from the patient's Dental Chart or from the Treatment Plans list on the Patient tab. An NHS course of treatment must be accepted by the patient before any action on the plan can be taken.

Practices can also select from available private fee schedules/procedure lists when planning, scheduling, and completing non-NHS work.

To create a new treatment plan from the patient's Dental Chart:

1. From the Patient tab, select Clinical > Dental Chart.
2. Under Mode, select Planning. Unmanaged Procedures is displayed by default.
   
3. Click the Plus + sign to create a new plan. The Create New Treatment Plan window is displayed, with Treatment Under the NHS selected by default.
   
   Note: NHS plans are marked . For plans using private insurance, deselect this option.  Private plans are marked .
4. Enter a unique name for the new plan, or accept the default name (Plan number and date created). The new plan becomes the Current Plan.
5. Select the options that apply to this course of treatment.
6. Select Dental or Orthodontic as the treatment type.
7. Select the Performer for this treatment plan. The associated Contract option is entered automatically.
8. Select Best practice prevention to delivering better oral health offered if this information has been offered to the patient.
9. Click OK. You are returned to the patient chart in Planning mode.
10. Begin charting by selecting Tooth, Surface, or Region.
11. Select the Type of procedure and the procedure code from the list. 
    Note: To add additional procedures, click Add Code in the Tools section. You can also select a specific procedure list to search within from the drop-down list.
    
12. Continue adding procedures to the plan. Each proposed procedure is added as a note in the Clinical Notes section of the left panel and saved automatically with the plan. 

To create a new plan from the patient's Treatment Plans window:

1. From the Patient tab, click Treatment Plans. The patient's treatment plans are displayed.
2. Under Actions, click Create New Plan. The Create New Treatment Plan window is displayed, with Treatment Under the NHS selected by default.
3. Enter a unique name for the new plan, or accept the default name (Plan number and date created).
4. Select the options that apply to this course of treatment (e.g., Treatment on Referral, Replacement Appliance, etc.).
5. Select Dental or Orthodontic as the treatment type.
6. Select the Performer for this treatment plan. The associated Contract option is entered automatically.
7. Select Best practice prevention to delivering better oral health offered if this information has been offered to the patient.
8. Click OK. The Manage Treatment Plan window is displayed.
9. Use the Group Name section to create one or more groups and add procedures to organize the visits in the plan.
10. Use the Search to add procedures field to select and add procedures to the plan.
    Note:  --To change the procedure order, click the Move icon to the left of the procedure.  You can click-and-drag the procedure to reorder it in the list.
    --You can select a specific procedure list from the drop-down list to search for procedures within.
    
11. Use the Actions controls for each procedure to set NHS Attributes (Treatment Referred Out, Treatment Done Under Guarantee) and to move or remove it.
12. Click Save Changes.

For more information, see Viewing and Managing NHS Treatment Plans and Using the Location Treatment Plan List (UK).