Planning List
The Planning tab lists your office's plannings: the treatment planning orders for your patients, from drafts you haven't sent yet to finished plans. Use it to see where each case is and to open it.
What the table shows
Each row is a planning, with when it was last Updated, its Type and Status, the Patient, the Planner, the Planning Lab, its Notes, when it was Created, and its Due Date.
- Click a row to open the planning. A draft opens in the planning form, so you can finish and send it; any other planning opens the plan.
- Click
+|||at the bottom right to choose the columns. Office and Doctor can also be shown.
Filter by status
The buttons above the table show one status at a time. Click a button to see that status; it replaces the one selected.
- DRAFT: plannings you haven't sent yet. It's selected the first time you open the tab; after that, Titan remembers the last status you chose until you log out.
- ACTION REQUIRED: plannings that need an action.
- SUPERVISOR: plannings with the supervisor.
- WAITING: plannings being planned.
- DONE, REJECTED, and ARCHIVED: finished, rejected, or archived plannings.
- HOLD: plannings on hold.
A number on a button tells you how many plannings have that status.
Mark patients with stars
Click the star in a row and pick a color. The star belongs to the patient, so that patient's other plannings, and the patient in the Patients list, show the same color. The star at the start of the filter row shows only the colors you choose.
Tips
- The table is empty? The selected status may have no plannings. Click another status, and check the office name at the top.
- "You dont have access to this feature." Your role can't see plannings. Ask your office manager.
- An "Offline Data Warning" appears when you open a planning? This computer has an offline copy of it. Open it offline, or discard the local changes first.