Exporting a Treatment Plan from Core Practice
Exporting a treatment plan from Core Practice can save time when creating digital treatment plans using Generator if you have not integrated Core Practice with CoTreat.
Exporting the Treatment Plan
- If you have just created the treatment plan go straight to Step 3 for instructions on exporting
- Choose your patient in Core Practice and click the plan icon.
- Click "Download" > choose "All treatments" do not choose "Summary". Only choose incomplete treatments if you are following up outstanding treatments not completed.
- Save the file with a unique identifier observe any relevant privacy principles for your practice.
- Click "Import From PMS" in the treatment plan creation function and choose the file from the saved location, it will import item codes, descriptors and price.
- That's it! Your treatment plan will auto-populate in CoTreat for inclusion and any editing you would like to make for your patient.