In the Treatment Planner, when you assign a case status of Accepted to a case that is linked to another case, the other case is automatically assigned the status of Rejected. That way you still have a record of all the treatment options you proposed to the patient should you ever need them again in the future. To view rejected cases in the Treatment Planner, check the Include Rejected Cases option in the Treatment Plan Case Setup panel.

Additional Tips

  • Only treatment cases that are set as the recommended case, or cases with a status of Accepted display on the graphic patient Chart.
  • See the Updating Case Status topic in Dentrix Help for a complete list of case status options that can be assigned to treatment plans.