Create a New Treatment Phase
Your patient has come back for a second phase of treatment. Complete the following to create a new treatment phase.
Our example patient, Nancy, completed her first phase of treatment when she was 9 years old. Now she's 12 years old and ready for Phase II treatment. The Dx/Tx portion of her chart still shows her Phase I information:

Let's add her second phase!
- Click on the up/down arrows on the top right and select Edit Treatment Phase List.
- In the window that opens, click the + icon.
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Click Create Phase.

- Your new phase will be labeled None; click OK.
- You will see that Nancy's diagnostic findings no longer show; don't worry! They are still saved under her Interceptive Phase. Toggle to this phase on the upper right to view them at any time.
- Add Nancy's Phase II information. Make sure to select the phase label so it will no longer be called None.
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When Nancy is ready to begin Phase II treatment, click on the dropdown on the upper right and select Edit Treatment Phase List.

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Place the checkmark on your new phase to tell Tops Ortho that this is now Nancy's active phase of treatment. Click OK.

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That's it! You will now see that Nancy has all image sets available, so you can add Initial, Progress, and Final images. You can also add a new contract.




