What to do with old TP for patient

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adam333
Posts: 8
Joined: Mon Jan 23, 2017 5:32 pm

What to do with old TP for patient

Post by adam333 » Thu Jul 06, 2017 3:57 am

If you recommended treatment 5 years ago and they never did it, how do you archive an old treatment plan? I don't want it sitting in her active treatment plan, because it is not needed, yet i wanted it documented that it was in there.

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cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: What to do with old TP for patient

Post by cmcgehee » Thu Jul 06, 2017 8:07 am

The way you can do this is by setting the status of the procedure to Treatment Plan Inactive. To do this, if the patient does not have an inactive TP, click the New TP button in the Treatment Plan Module. Attach the procedures that you want to archive to this TP, then remove that procedure from any saved or active TP's. Once you do that, if you double-click into the procedure, the Procedure Status drop down should say "Treatment Plan Inactive".
Chris McGehee
Open Dental Software
http://www.opendental.com

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