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Treatment Planning
A collection of guides designed to help you create treatment plans, generate invoices from plans and understand how notes work in Zavy
Creating Treatment PlansThis article guides you through the basics of generating a treatment plan and generating an invoice from that plan
Adding Billable Items to a Treatment PlanThis article explains the various ways users can add invoice items into a treatment plan, sometimes referred to as Services & Codes
Treatment Plan variations / Sub PlansHow to create a plan variation for your patients to consider
How to configure a service to link to a tooth numberItem code is not asking for a tooth number? This article allows you to customise codes to as for a tooth number
Organising Treatment Items into AppointmentsCreating in depth treatment plans and organising item codes into appointments to present to your patients
How to create a treatment shortcut (multi item treatment preset)Treatment shortcuts allow practitioners to quickly create complex treatment plans with multiple codes via a preset
Completing Treatment Items, Marking as Ready to InvoiceHow to complete items and let staff know they are ready to be invoiced and paid for
Creating Invoice for Incomplete Treatment ItemsThis article covers how to invoice items that have been completed in the
treatment plan builder also known as proposed Items
Sending Treatment Plan to SMS and E-MailHow to send treatment plan to patients
Adding materials to the Dental ChartHow to add additional materials to be used when charting, example: GIC
How To Annotate Photographs and Radiographs
How To Print Clinical NotesPrinting Clinical Notes in Zavy
How To Delete Watch/Conditions In Charting
Deleting Treatment Plan (Archiving)How To Archive A Treatment Plan