How to Print a Patient Treatment Plan

You can print a Treatment Plan directly from the patient's Treatment Plan window or from the Hard Tissue Chart (US) or Dental Chart (UK) in Planning mode. When you print a selected plan, a .PDF file is created that you can print, save, or email to the patient.

Note: Treatment Plans printed from the Hard Tissue Chart/Dental Chart always include the graphical chart, as well as the option to include clinical notes.

From the Treatment Plan

To print the treatment plan:

1. From the Patient tab, select Treatment Plans. A list of the patient's treatment plans is displayed.
   
2. Click on the Plan Name or select Unmanaged Procedures under the Actions menu.
3. Select the procedures in the list to print.
   Note: To Select All, select the option next to Procedure.
4. Under Plan Actions, click Print Selected. A .PDF file is created.
   

From the Hard Tissue Chart/Dental Chart

When you print from the Hard Tissue Chart/Dental Chart, the .PDF file includes the graphical tooth chart and the option to include clinical notes entered from the time the treatment plan was created through the date of printing (or the date the plan was completed, whichever is first).

To print the treatment plan:

1. From the Patient tab, select Clinical > Hard Tissue Chart or Dental Chart.
2. Under Mode, select Planning. The current plan is displayed, and the the chart graphic displays all of the patient’s current existing and completed work, as well as the selected plan’s proposed procedures. 
   Note: You can use the drop-down list to select a different plan, but the Print option is not available when Unmanaged Procedures is selected.
3. Under Actions, select Print Selected Plan. A message is displayed asking if you want to include the associated clinical notes.
4. Click Yes or No. A .PDF file is created.

Note: The clinical notes include only day- and event-based rich text notes that are entered, not the underlying clinical events themselves.

Adding Supplementary Notes to the Printed Treatment Plan 

You can append the treatment plan to add any supplementary notes for the patient prior to printing.

To add Patient Notes to the treatment plan:

1. From the Patient tab, select either Treatment Plans or Clinical > Hard Tissue Chart or Dental Chart.
2. Select the treatment plan. The Viewing Treatment Plan window is displayed.
3. Click the Pencil icon to edit the treatment plan. The Manage Treatment Plan window is displayed.
4. Use the Patient Notes field to enter any message about the plan you want to convey to the patient when the treatment plan is printed.
   
5. Click Save Changes.
6. Follow one of the preceding procedures to print the treatment plan. The entered notes are included under the Patient Notes heading within the PDF.