Treatment plans can be digitally signed by the patient and emailed or texted to the patient. To have the patient digitally sign a treatment plan, you must have a touchscreen (PC monitor or Windows tablet with Practice-Web installed) or Topaz signature pad. Practice-Web is compatible with the Topaz T-S460-HSB or the TL460-HSB. See Electronic Signatures for additional information.
Treatment Plan Setup
Treatment Plan Setup options are managed in Treatment Plan Module Preferences. From there, you can choose:
Whether to show or not show completed work on the graphical tooth chart.
Whether to show itemized procedure fees or only the total amount.
To set the default
Images
category for saved PDFs of treatment plans, go to Definitions: Image Categories.
If no note is entered on the Edit Treatment Plan window, the Note box will not display on printed treatment plans.
Present Two Different Treatment Plans
If you want to present two different treatment plans to a patient, alternate treatment plans must be created from the current treatment plan. For example, all proposed treatment would be entered from the
Chart Module,
then from the
Treatment Plan Module, highlight treatment that will be on the alternate Treatment Plan 1 and click on "Save TP." Repeat for the second alternate treatment plan.
After this has been done, click on the proposed treatment plan and click on the "Print TP" button.
Print a Treatment Plan
In the Treatment Plan Module, ensure the treatment plan you wish to print is selected. Then, click the "Print TP" button in the toolbar at the top of the screen. The treatment plan will be sent directly to your office's printer.
Sign a Treatment Plan
After a treatment plan has been saved, select the Proposed Treatment Plan from the
upper window and click on "Sign TP." Then,
Click on "Sign Topaz" and have the patient sign using the Topaz Signature Pad. Then,
click the "OK" button. See Electronic Signatures for additional information.
Note that only saved Treatment Plans can be signed. Default Treatment Plans cannot be signed.
Email a Treatment Plan
Before Treatment Plans can be emailed to patients, the patient's e-mail must be stored in the
Patient Information
in the
Family Module
and the office's email account
must be configured in Practice-Web Dental in Setup/E-Mail.
Click on the “Email TP” button in the upper toolbar.
The Treatment Plan will be attached to the email as a PDF file.
Add any desired message and click on the "Send" button.
Text a Treatment Plan
Before Treatment Plans can be sent to patients via text message, the patient's cell phone number must be stored in the
Patient Information
in the
Family Module
and your practice must be signed up for our patient texting service pwConnect.
You can create edit, and change the status of treatment plans in the Chart Module. To get started, open the Chart Module and click the Treatment Plans checkbox. It's toward the right about halfway down the screen in the "Enter Treatment" tab. The ...
Every insurance plan has one subscriber and can be attached to multiple patients, but a plan is never shared between subscribers. There is no limit to the number of plans a family can have. If a patient changes their coverage, the old plan is not ...
The Treatment Plan Presentation Statistics Report will show you the: Total number of treatment plans saved Total number of procedures that exist in both an active treatment plan and in those saved treatment plans Total number of procedures with a ...
When entering an Insurance Plan, an Insurance Plan Type that impacts estimates will need to be selected. There are five Insurance Types: Category Percentage, PPO Percentage, PPO Fixed Benefit, Medicaid or Flat Co-pay, and Capitation. The default ...
Saved, active, and inactive treatment plans can be edited. Double-click the Treatment Plan you wish to edit in the Treatment Plan Module. Edit a Saved Treatment Plan Once a Treatment Plan is signed, it can no longer be edited unless the signature is ...