Goal: build the clinical treatment plan on the interactive chart.

You need: diagnosis permission (dentists, managers, admins).

Steps:

  1. Open the case from Cases → Case Pool.
  2. Scroll to the tooth chart. In Configure Visits, set how many trips the patient will make — each visit gets its own chart tab.
  3. Click the visit number you're planning, then tap the teeth involved.
  4. Below the chart pick a Treatment (single procedure) or a Bundle (package like All-on-4 — it auto-selects the right teeth). Add notes if useful.
  5. Click Add to Visit. The item appears in the Plan Summary, grouped by visit, with edit/delete/undo.
  6. Repeat per tooth group and visit.

If you can't interact with the chart: the case may already be diagnosed (read-only summary shows instead), or your role lacks "Add diagnoses to tooth chart".