Tuesday, April 2, 2019

Creating a Default Treatment Plan Note

When you present treatment cases to your patients, you probably have standard information that you want every patient to understand. These may include financial terms, a disclaimer about insurance estimates only being an estimate, a time limit explaining how long your office will honor the prices quoted, or perhaps even a line for the patient’s signature on the printout.

You can include this information in a Case Note Template, and then designate that template as the default for all Treatment Plan Case Notes.

To create (or edit) case note templates, open any patient’s Treatment Planner, and from the lower-left corner, choose Settings (A). Then select Template Setup (B).


Type a short Template Name (you will use this to find your template from a menu later), and in the Template Text field, the note. Click Add to save it.

If you want to modify an existing template, select the template name, alter the Template Text, and click Modify to save the changes.



Back in the Treatment Planner's Settings panel, locate the Default Case Note Template menu. Select the template that contains the default information you created.


Going forward each new treatment plan case you create will have this message automatically added to the case note.

Additional Tips
  • You can also create or modify case note templates in the Office Manager. From the Maintenance menu, select Practice Setup > Custom Notes > Case Notes Setup.
  • Learn more about this topic by reading Adding Supporting Information to a Case in Dentrix Help.

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