Tuesday, October 7, 2014

Deleting Treatment-planned Procedures from a Case

When working with a patient's treatment plan, there may be times when you need to quickly edit or delete procedures from a case.

To edit or delete a procedure within a treatment plan case:


  1. From the Treatment Planner, select a patient.
  2. In the Treatment Plan Case Setup panel, expand the treatment plan case that contains the procedure you want to edit/delete.
  3. Double-click the procedure. The Edit or Delete Procedure dialog box appears.


    • To edit the procedure, make any changes needed within the dialog box and then click OK to save.
    • To delete the procedure, click the Delete button, then click OK to verify the deletion.
As an alternate method for deleting a procedure, you can simply right-click the procedure within the treatment plan case and then choose Delete Procedure(s) from the list of options.


Do you want to know how you can learn to more effectively use the Treatment Planner? Click the following link to get information about the Dentrix workshop titled, Build a Compelling Case, designed for experienced Dentrix users who want to gain a comprehensive understanding of how to effectively create, present, and manage patient treatment plans.

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