TIP TUESDAY - Treatment Plans Made Easy: Move, Organize & Follow up with Confidence

 

Efficient treatment planning is about more than entering procedure codes. It’s about keeping proposed care organized, searchable, and easy for the entire team to manage.    In this month’s Tip Tuesday, we’ll explore helpful Treatment Planning workflows inside ClearDent, including how to move procedures between treatment plans, organize plans using consistent naming conventions, document important plan details, and create follow-up tasks directly from the treatment plan.    We’ll also review:  Moving procedures between existing treatment plans or into a brand-new plan   Using standardized Plan Names to improve Treatment Plan Manager searches  Understanding the difference between Plan Notes and procedure-specific notes  Creating Follow-Up tasks, To-Do items, and communication reminders directly from the treatment plan  Tracking patient and insurance communications through Contact History  These built-in organizational tools help teams stay aligned, improve communication with patients, and keep treatment plans moving forward efficiently.  Don’t leave proposed treatment sitting unnoticed. Learn how small workflow improvements can make a big impact on case management and patient follow-up. Click here to tell us what you think! Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.