Treatment Planning
A collection of guides designed to help you create treatment plans, generate invoices from plans and understand how notes work in Zavy
By Scott and 3 others4 authors15 articles
- 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
- How to configure a service to link to a tooth numberThis article allows you to customize codes to allow adding a tooth number.
- Treatment Plan variations / Sub PlansHow to create a plan variation for your patients to consider
- 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
- Organising Treatment Items into AppointmentsCreating in depth treatment plans and organising item codes into appointments to present to your patients
- 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
- Adding custom material colorsChoosing colors that are not made readily available