@3:00 She says treatment is moved (treatment on #1 and #14) from active treatment plan to a newly created inactive treatment plan, but the treatment is not moved, it still shows in the active treatment plan when she clicks on it? To move the treatment would be great, but creating a partially duplicate treatment plan makes the option unusable for me.
That's a great question, please contact support at 503.363.5432 and a technician will be happy to show you how to remove procedures from an active treatment plan.
You'll want to use the Treatment Finder Report, found in Reports> Standard Reports> Treatment Finder (under Lists on the right side). There's more in our manual here: opendental.com/manual/reporttreatfinder.html If you'd like any help with this report, please feel free to reach out to our support team www.opendental.com/contact.html
You were nothing short of amazing, very helpful. Thank you much!
Glad it helped!
@3:00 She says treatment is moved (treatment on #1 and #14) from active treatment plan to a newly created inactive treatment plan, but the treatment is not moved, it still shows in the active treatment plan when she clicks on it? To move the treatment would be great, but creating a partially duplicate treatment plan makes the option unusable for me.
That's a great question, please contact support at 503.363.5432 and a technician will be happy to show you how to remove procedures from an active treatment plan.
Is there a way to look up patients with unscheduled treatment?
You'll want to use the Treatment Finder Report, found in Reports> Standard Reports> Treatment Finder (under Lists on the right side). There's more in our manual here: opendental.com/manual/reporttreatfinder.html If you'd like any help with this report, please feel free to reach out to our support team www.opendental.com/contact.html