Open Dental Forum

I know that you can save tx plans and then add a second tx plan, but i am not sure if i am doing things correctly. I enter in a treatment plan then go to the chart screen. Hit the save button. then go back to thechart screen and erase the first tx plan and rekey in new one. then I can go back totreatment plan screen and save second plan. But what if the patient descides to go with plan A. Do I have to rthen erase plan B and rekey in the entire Plan A?

Key in both plans with different priorities on each. Highlight only some of the rows before you hit "Save TP". Then highlight other rows and hit Save TP again to save the other TP. So all the procedures for both TPs remain in the chart.

Would that apply insurance estimates independently of each other then? For example, you could do endo, post/core, crown on #19 in one saved treatment plan. On the other would be the extraction. Since the first treatment plan would would likely use up all insurance benefits, would the the second show insurance estimate as $0?

A saved TP is static. The numbers will never change. If you order your default TP with the most likely tx first, then the annual max will estimate properly there.