Ledger - Treatment Plan

Similar to Transactions, a Treatment Plan will give an accurate depiction of charges that are projected to occur in the future. Individual charges are referred to as Treatments and multiple Treatments can be added to Phases. 

Incident Menu

The Incident Menu can preform several different tasks. This section of the article will specifically go over the three Treatment Plan options within this menu:


Duplicate Treatment Plan

If a new Treatment Plan will match a current Treatment Plan, the existing Treatment Plan can be duplicated by going into the Incidents menu and selecting Duplicate Treatment Plan.


Show/Hide Rejected Treatment Plans

Selecting the Show/Hide Rejected Treatment Plans option will show or hide all Treatment Plans with the Treatment Plan Status "Rejected".


New Treatment Plan

This option will create a new Treatment Plan Ledger under the Treatment Plan Section in the ledger sidebar. You can also use the keyboard shortcut Command + Shift + T to accomplish this.


Ledger Sidebar

The Ledger Sidebar is used for navigating between and viewing treatment plans individually or all together. If you have a Treatment Plan created, you will likely see these items in the sidebar:


Treatment Plans Folder

This is generally used as a quick view of all existing Treatment Plans. The Treatment Plan Status can also be adjusted here. If the cursor is moved next to the status, an x will appear. Clicking the x will hide the treatment plan from this view but will not remove it.


Treatment Plan Node

This is a divider within the Ledger Sidebar to identify the listed Treatment Plans. You can create a new Treatment Plan Ledger by clicking on the section and selecting "New Treatment Plan". (Also See: New Treatment Plan for the keyboard shortcut and another way to create new treatment plans!)

Treatment Plan

If there are existing treatment plans, click the gray arrow next to the Treatment Plan section to view them. By default, the treatment plan will simply be named "New Treatment Plan", and appear blue in the sidebar when treatment information is added to it. If it is left empty or you decide to add information later, it will appear gray. 

If a a Treatment Plan was created by accident and you would like to remove it, simply select the Treatment Plan listed in the sidebar, and click the 'Delete' key on your keyboard. 


Rebuild Treatment Plan

When a change is made to an insurance plan, or a Procedure Type in an existing Treatment Plan is updated, you will need to Rebuild the Treatment Plan in order to obtain the updated information.

When you need to rebuild, MacPractice will have a red icon next to the individual Treatment Plan. All you need to do is click the icon and the treatment plan will recalculate for you.

For more information, visit our Rebuilding Treatment Plans article. 


Treatment Plan Status

A Treatment Plan Status can be assigned to individual Treatment Plans. This can help identify the treatments that have been offered to a patient.

We have more information, HERE


Treatments Menu

The Treatment menu is primarily used to add new treatments to a patient's treatment plan ledger, but it can also be used to open selected treatments, or move the treatments to the  procedures ledger. The Treatment Menu consists of:


New Treatment

When selecting the New Treatment option I'm the menu, this will add a Treatment to the Treatment Plan Ledger. You can also use the keyboard shortcut Command + N. This window will look and function exactly like the Charge Window


New Phase

Within the menu you can choose the New Phase option to add any number of phases you would like for the selected Treatment Plan. A phase is basically a "chapter" within the treatment plan. Generally, each phase would be a separate visit (for example, if a client needs several fillings, you may break it down into several phases, each containing one or two restorations). To add a phase to a treatment plan, select New Phase from the Treatments menu.

By default, phases will simply be named sequentially in a treatment plan (Phase 1, Phase 2, Phase 3, and so on), but you can rename a phase if you wish. Simply select the Phase line item, then click again on the phase title. The text will be highlighted, and you can enter your own unique name.


Open Selected Treatment

This option will become active if you have a Treatment selected in the table below. You an also use the keyboard shortcut Command + O to open the selected treatment within the ledger.


Move to Transaction

Once a Treatment is completed, you can post the treatment as a New Charge within the transaction ledger of the same incident. This will open the charge window, where any adjustments can be made. Once you save, the charge will be posted as a transaction and you can bill the patient or create an insurance claim. You can also use the keyboard shortcut Option + M.


Post as Transaction in New Incident

This menu option will work similarly as the "Move to Transaction" option above. However, a new charge will be created from the treatment, and moved to a new incident. This can also be accomplished by selecting the treatments and using the keyboard shortcut Option + P.


Treatment Plan Ledger

The Treatment Plan Ledger is used to review and add Treatment information. To access the Treatment Plan Ledger, select a Treatment Plan on the left under the Treatment Plan Section. Once selected, you should see the Treatment Plan information on the right. A Treatment Plan may contain:



As stated above, a phase is used within a treatment plan to display when a treatment needs to be done in stages. This can help the office keep track of treatments offered to the patient, and also help the patient understand the procedures that will be done in the future. 

You also have the option to move phases between treatment plans (including treatment plans in different incidents) by dragging the Phase line item to the new treatment plan in the incident list. The phase and the associated procedures will be moved to the new plan. It is easier to drag ledger items if you drag them directly to the left or right before trying to drag to the new location.

A Phase will begin as the first line within the ledger with "Phase 1" as the default name, and a "Schedule" button under the Appointment Date column.



These line items will display information within the columns, similar to how charges show in the Transaction Ledger. 

You can move treatments between phases or treatment plans by selecting the item, then dragging it to the new phase or treatment plan. It is easier to drag ledger items if you drag them directly to the left or right before trying to drag to the new location. For more information, visit the Moving Treatments Between Phases section of our How To article.

Within the ledger, a treatment will appear green (default) while open/awaiting a predetermination estimate from Insurance, or gray (default) once the estimate has been applied to the treatment.


Scheduled Treatments

Among the columns, you should see an additional "Appointment Date" column for each Treatment and Phase. To schedule a Phase of treatments, click on the 'Schedule' button, and you will be taken to the schedule to create an appointment. 

Otherwise, to schedule an individual treatment, click on the blank space under the Schedule column next to the treatment. If there are any future appointments available, they will show in black, all past appointments will be grayed out. 

For more information, visit our Associating Treatments to Appointments article.


Printed Treatment Plan

Once you've assembled a Treatment Plan you can present it to the patient. To provide the patient with a printout, go to the Print Menu above the ledger, and select "Print Treatment Plan".

If you do not like the format, we do have a few other templates to choose from, simply go to the References Ability > Forms > Search "Treatment Plan". Then follow the steps HERE to begin using the form.

Once printed, the Printed Treatment Plan line on the ledger will appear in black (default) with "Treatment Plan" under the Code column. 


Printed Predetermination

Within MacPractice, expected payments are referred to as Predeterminations. In order to add an expected payment to a treatment plan, you will first need to print the predetermination (smiler to a claim). 

To do this, first select the Treatments to be included on the Predetermination. (Use Command-and Click on each Treatment to select multiple treatments, or Shift-Click to select all Treatments in a range.) Once you have your Treatments selected go to the Print Menu > Print Predetermination. This will open up the Claim Creation Window.

Once posted, the Predetermination will appear in pink (default) while it is open with "Predetermination Sent" within the Code column. Then once the Predetermination is received and applied, it will change to gray (default) to indicate that it is closed.


Predetermination Received

Once you receive the predetermination from the insurance company, you can post it by selecting the "Predetermination Sent" line, and going to the Payment Menu > Predetermination Received. This will open a window similar to the Insurance Payment window.

Once saved, you should see a new line on the ledger with "Predetermination Received" in purple (default) under the Code column. 

For a bit more information, visit the Handling Received Predeterminations section of our How To article.


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