This lesson covers how to create and present treatment plans using Open Dental.

1. 1

   Creating a Treatment Plan

   • Click on the Treat’ Plan button.
   • Select the patient you want to create a treatment plan for.
   • Click New Treatment Plan.
   • Add the procedures by selecting from the list.
   • Click OK to save the treatment plan.
2. 2

   Presenting Treatment Plans

   • Click on the Treat’ Plan button.
   • Select the treatment plan you want to present.
   • Use the Print or Email options to share the plan with the patient.