Adding a procedure to a treatment plan follows the same procedure as adding a charge to the Transactions area of the ledger, except instead of selecting New Charge from the Charge window, you will select New Treatment from the Treatment menu.
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.
A phase is 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.
You can also choose not to use phases, and simply enter all treatments into one phase.
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.
You can 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.