The Treatments module is where clinical dentistry is recorded in CAPS28. Working on one patient at a time, you chart existing conditions, plan procedures tooth by tooth, group them into treatment plans for patient approval, and then track each procedure from planned to in progress to completed — with the fees flowing straight into the patient’s account. This page is the map; the linked guides go deep on each part.
Opening the planner
Click Treatments in the top navigation, then choose the patient (or open a patient record and go to Treatments). You can switch patients at any time by clicking the patient’s name at the top of the planner.
What the planner shows
- Tooth Chart — a full odontogram in your clinic’s numbering system. Click a tooth (or a whole area such as an arch or the full mouth) to plan a procedure on it. See Tooth chart basics.
- Planned Procedures — everything proposed but not yet started, with procedure, diagnosis, tooth, fee, discount and amount, and a running total.
- Treatment Plans — named groups of planned procedures you can present to the patient for approval. See Create a treatment plan.
- In-Progress and Completed Procedures — the live and finished work. See Record a completed procedure.
- Clinical Notes — patient-level clinical notes kept alongside the chart.
The procedure lifecycle
Every procedure moves through three stages, and CAPS28 keeps money and records in step at each one:
- Planned — added from the chart; no charge yet.
- In Progress — you start the procedure; CAPS28 posts the fee to the patient’s account and the work is under way.
- Completed — you mark it done and set a recall so the patient is reminded when they are next due.
The building blocks — the diagnosis and procedure codes, and your fees — come from the masters described in Diagnosis & procedure masters.
