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Effective Treatment Planning

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Online Event

Date and Time

Wednesday, January 17, 2024
9:00 AM – 10:00 AM PST

Event Description

This Community Class is for current ClearDent customers who want to learn about ClearDent’s Effective Treatment Planning. This one hour class is eligible for 1 CE Credit.

Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:

  • Covering all aspects on where you can create a new treatment plan
  • Setting Main providers/Hygiene
  • Using Treatment Templates to create treatment plans
  • Modifying and/or creating new Treatment Templates
  • Setting the sequence of treatment plans and number of units required
  • Changing the status of a treatment plan
  • Creating new or modify existing treatment status
  • Add colour and/or strike through to specific status
  • Adding a lab code and fee to treatment plans
  • Editing or moving treatment from one treatment plan to another
  • Differences between the note areas
  • Treatment details
  • Sending Treatment plans – Manual vs EDI (attachments)
  • Creating a Proposal letting for an existing treatment plan
  • Treatment plan manager – Manage all treatment plans

Our Speaker


Angie Vance | Implementation Specialist

A native of Ontario, Angie has worked in the dental field since 1995, first starting in private practice as a receptionist, CDA, and lastly as an Office Manager, before joining the ClearDent family in 2020. She has brought a vast knowledge of both the admin and clinical side, giving her a unique perspective on how an all-in-one practice management software can best benefit a dental office.

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