Treatment Categories are created to group procedures based on commonalities (nature of the treatment rendered, like Orthodontics, Periodontics, Hygiene, etc.). The created Treatment Categories can be used to shortlist procedures while we add them to a patient’s chart. The Treatment Category of a procedure can be assigned while we add a procedure code to the system.
Let's explore how to create a Treatment Category.
Navigate to the System Menu > select Practice Settings > Treatments > Treatment Categories.
Click + Add New Category.
- Enter the Category Name.
- Checkmark the required procedure codes from the list of Available Procedures.
- Click the right arrow to move the selected procedure codes from Available Procedures to Selected Procedures.
- Checkmark the required Conditions from the list of Available Conditions.
- Click the right arrow to move the selected conditions from Available Conditions to Selected Conditions.
- Click Save.
A toast notification will appear stating 'Treatment Category added successfully.'
Practices can follow this quick guide to add treatment categories.