Adding Treatment Types

Treatments

Treatments are setup up on the Consult Manager Payment Plan screen for treatment recommendation and case presentation.  To add a new treatment, click Add New Treatment.

Select a Treatment Type from the drop-down box: Full Braces, Full Aligner, Phase 1/2 and Limited Braces/Aligner. 

Enter the Treatment Name, for example Full Adolescent Braces, followed by the amount and number of months for at least moderate cases. You can also add mild and complex amounts. 

Next enter (or use the defaults): 

• default monthly fee 
• minimum initial fee 
• max payment mos. (allows payment time to exceed treatment time.) This is different from the Monthly Payment Options section discussed above - it is the actual maximum rather than the treatment months less a number of months.

You may have multiple treatments for any  treatment type, for example Full Adult, Full Child, Invisalign and Sparks. Click Save.