Multi-treatments are treatments that require multiple appointments to complete the treatment. Examples of multi-treatments are: Implants, Invisalign, Crowns & Occlusal Splints.
Your Principle account comes with a set of default multi-treatments accessible in the Multi-Treatment Configurations section of the main menu.
We recommend looking through them to make sure they are set up to your liking as well as to add in any other multi-treatments to your workspace.
Searching for Multi-treatment Configurations
From the main menu, click Settings, then under the Brand heading click Multi-Treatments.
You can search through all existing Multi-Treatments by scrolling through the pages using the arrows on the bottom right or by searching for specific treatment names in the search bar.
If the treatment doesn't appear, you'll need to create it.
Creating Multi-treatment Configurations
See below for step by step tutorial
From the main menu, click Settings, then under the Brand heading click Multi-Treatments.
Click Create Multi Treatment Configuration in the top-right corner, and a pop-up window will appear.
Type in the name of the Multi-treatment and click Create to save.
The configuration page should now appear with the following sections:
General
Treatment Plan Name: This should be pre-filled from the previous window.
Click Save to move on to the next section.
Charting Options
Colour for Charting: From the drop-down list, select a colour that will represent this treatment.
Icon for Charting: From the drop-down list, select an icon that will represent this multi-stage treatment.
Charting actions: From the below options, tick all that apply when this treatment is selected:
Hide when resolved: treatment hidden once resolved.
Disables surface when charted: another condition/treatment cannot be charted on the same surface.
Repeat icon across the tooth surface: treatment icon shows on surface/s selected.
Select surfaces where treatment can be chart: tick all that apply.
Click the 'Save' button to move on to the next section.
Conditions
Choose to add the condition(s) that this treatment will fix. For example: Invisalign will fix the condition crowding.
Click save to move to the next section
Treatment Steps
A multi-treatment requires more than one appointment to complete the whole treatment. In the Treatment Steps section, you can arrange treatments into their treatment steps also known as appointments.
Under Treatment Steps in the left column, click +Add New Treatment Step and name the first step.
For example, Step 1: Consultation
Under Available treatments search bar, find the treatments from the drop-down list that are part of this multi-treatment.
For example, Invisalign Consultation.Drag and drop the treatment from the Available Treatments column into the first steps.
Continue doing this for the remaining steps in the multi-treatment.
Click the 'Save' button to complete. Your multi-treatment is now saved.
Packages
Within Packages, you can create the same multi-treatment, haveever can change the price and description. if you are wanting to do a different price or run a promo for example "Invisalign smile month"
Note: *You might want to add a discount after the Healthfund claim*
Edit or Delete
You can edit the title of the Step by clicking the 3 dots and selecting 'Edit' and a pop-up window should appear to edit the Treatment Step Name. Click 'Save'.
Additionally, from the 3 dots, you can also 'Delete' a treatment step.
Click '-' or '+' to reduce/increase the quantity of the treatment.
If the treatment is not in the Available Treatment section, you'll need to create it as a single Treatment first.