Templates can be saved at either the site or user level. AllItalic Text users will be able to access site level templates. Only the user who created them will be able to user level templates. Templates must be validated prior to the creating a new treatment plan to ensure compatibility with the new patient model

1. Click on the blue Add Plan link under the Patient Model to create a new plan
2. Choose the plan that should be used from the Base Plan drop down menu and click blue OK
3. Make any changes necessary within plan and proceed with planning