Practices with the Treatment Plan Tool enabled for documentation can use the Treatment Plan Builder Settings to configure practice-level settings for some Treatment Plan Fields. Users need the Admin Access permission to view this page. To access this page from the navigation menu click Treatment Plan Builder | Settings.

Settings that can be customized:

• Display Patient's Documentation ID
• Display Patient's Primary Insurance ID Numbers
• Patient's Display Name in Treatment Plan
  • Always use [First Name] [Last Name]
  • If the patient has a Preferred Name, use [Preferred Name] [Last Name]; if the patient does NOT have a Preferred Name, use [First Name] [Last Name]
• Allow providers to create individualized content on their settings page in the Treatment Plan Tool
• Default Header- Primary
• Default Header- Secondary
• Default Treatment Plan Other
• Default Patient Other
• Default Patient/Guardian Signature Header
• Default Provider(s) Signature Header