TreatPlanAttaches

[PBECKER]

API Team,

We have treatment plans in "saved" status that we would like to update. For example if the TP has 5 procedure codes we would like to remove some of procedure codes and make existing treatment plan as saved or saved and signed.

Ref: https://opendental.com/site/apitreatplanattaches.html

TreatPlanAttaches PUT
Version Added: 23.2.17
Updates the Priority on a treatplanattach.
TreatPlanAttachNum: Required in the URL.
Priority: definition.DefNum where definition.Category=20.

Example Request:
PUT /treatplanattaches/70
{
"Priority": 149
}

Example Response:
{
"TreatPlanAttachNum": 70,
"TreatPlanNum": 9,
"ProcNum": 132,
"Priority": 149,
"priority": "Low"
}

[SLeon]

Good morning,

From your other Treatment Plan forum thread:

TreatPlanAttaches GET does not have any parameters. I believe you are referring to the TreatPlans GET that does allow the parameter's of "Active" and "Saved". However TreatPlans GET never returns any of the procedure cost details that you are describing. ProcTPs GET does return these fields as these objects are copies of procedures that are attached to Saved treatment plans.

For clarification a treatplan stores all treatment plans, including Active, Inactive, and Saved treatment plans. Active and Inactive treatment plans use treatplanattach to reference attached procedures. As procedures are set complete, they get removed from active and inactive treatment plans. Saved treatment plans use proctp, which are copies of the procedure, and will not change after being saved.

The "snapshots" of procedures on Saved treatment plans are stored in the ProcTP table, not the TreatPlanAttach table.

If you want to edit these on a Saved treatment plan, you will need to use ProcTPs PUT.

If you want to delete these on a Saved treatment plan, we can add ProcTPs DELETE to our development list.

It is important to note that Open Dental does not allow editing or deleting of ProcTPs on saved treatment plans that have already been signed.

[PBECKER]

Yes we're needing the ProcTPs DELETE as our goal is to have the ability to remove procedure codes from a saved treatment plan that is not signed.

Will this require a new Open Dental version upgrade?

Thank you Open Dental API Team

[SLeon]

Yes, we can add ProcTPs DELETE to our development list. Please remember that this would delete the ProcTP entry and not delete the original procedure and not delete the procedure code.

Once complete, all new API methods require the dental office to update to use the new feature.

[PBECKER]

Is this the option only in order to remove procedure codes from a treatment plan that is in "saved" status?

If yes how long do we anticipate this new ProcTPs DELETE method?

One other question, procedure Codes that are removed from a "saved" TP would those proc codes be moved to the inactive TP or are the permanently removed from all TP's?

[SLeon]

1. Yes. The only way to remove items from a Saved Treatment Plan is by double-clicking the desired row and clicking the Delete button highlighted in this screenshot:

TreatmentPlans_Save_ProcTPDelete.gif (140.42 KiB) Viewed 7261 times

We will mimic this in ProcTPs DELETE.

2. This will take a few weeks to to develop and complete.

3. Lastly,

procedure Codes that are removed from a "saved" TP

You mean deleted ProcTPs. ProcedureCodes are detailed here and cannot be deleted via the API.

would those proc codes be moved to the inactive TP or are the permanently removed from all TP's?

Again, ProcTps are not in any way associated with an Inactive (or Active) treatment plan. They are only associated with Saved Treatment Plans. Deleting a ProcTP will only remove the information from that specific Saved Treatment Plan, not any other plan.

From our documentation:

TreatPlans with a TPStatus of "Active" or "Inactive" use TreatPlanAttach to reference attached procedures. TreatPlans with a TPStatus of "Saved" use ProcTp which are copies of the procedure, and will not change after being saved.

[PBECKER]

Hello API Team

yes it would be great to have ProcTPs DELETE as that would allow us to remove Procedure code from a "saved treatment plan"

We will wait for the update thank you so much