Dentrix Ideas

Remove the completed procedures

On the treatment planner, is it possible to have removed all the completed procedures and just show what is not completed?

  • Guest
  • Nov 10 2025
  • Needs review
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  • A Dental commented
    18 Feb 17:22

    In the treatment planner, the completed treatments are showing up in the viewing. This is very cumbersome and unnecessary. Treatment procedures that are completed move on the ledger and should no longer be viewable in the treatment plan folder. The work around is cumbersome, which is create a new case, move treatment planned procedures into the new case then delete the case holding all the completed procedures. See images below. Showing the problem and the work around. Please correct this issue or provide a toggle to remove completed procedures from the treatment plan viewer.