Treatment Option Plan Print Preview

The "Print Preview" format of any Treatment Option Plan displays in the following instances:
  • From the Printing Options screen, you can click "Print Preview" to view a report prior to printing.
  • From the Patient Details screen, if you click on any of the completed Treatment Option Plans listed, the report displays in Print Preview format.

From the Print Preview screen, you may do any of the following:

  • View reports, choosing either Patient or Clinical format
  • Correct an erroneous report
  • Print a report

The sample image below shows the top of a Perio Risk Assessment in Patient Report format, but the logic is the same on all types of Treatment Option Plans. Further information about the features available from this screen appears below.

To select the Report format to view (Patient or Clinical):

When you are viewing a Treatment Option Plan using the Print Preview function, the currently displayed report type shows in the View field at the top of the screen. Click on the drop-down arrow to change the type of report displayed (Patient Report or Clinical Report).

To Print the Report shown:

Clicking the Print Report button displays the Printing Options screen.

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To Correct the Report shown:

Click the "Correct this report" button at the top. If this Risk Assessment was submitted to PreViser less than 90 days ago, this does the following:

  • Changes the status of this Risk Assessment to "Corrected."
  • Creates a new Risk Assessment record with these values with a status of "Unfinished." (Clones the Risk Assessment)
  • Displays the Patient Details screen

On that Patient Details screen, you will now see in the Risk Assessments summary box, the original erroneous report listed marked as "Corrected" and the new cloned report which you may edit marked as "Unfinished." Clicking on the Unfinished Risk Assessment (either there or from the list on the Home page) opens that assessment and allows you to go through the wizard again to change whatever information you need to correct. The same functional logic applies to this assessment. Once you have made the necessary changes, click Finish to submit it again, which displays the Printing Options screen as usual in that process.

You will see evidence of the correction in the Risk Assessment summary list on the Patient Details screen. The "original," which had errors, appears only on that list, marked as "Corrected." The updated version appears on that summary list with risk scores as normal. You can only view the updated version of the report that was most recently finished.

If it has been more than 90 days since the Risk Assessment was originally submitted to PreViser, when you click "Correct this Report," you will see an error message warning you "Risk Assessments may not be corrected after 90 days."

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Risk Assessment Forms