Local vs. Online


Local plans can be created and saved locally and require no login. Once created, they can be uploaded to create an online plan. 

Local plans may be used for initial plan setup, to create a practice plan or create a plan for your own personal use. Local plans are not counted as a plan in your subscription.

Online plans are designed for collaboration with other contributors. To access online plans, authentication is required, so users must first login.

Online plans can be saved to a local or network drive as a backup or to archive plans once completed. 

You must have plan creation privileges to create new online plans. See your subscription administrator.

Local vs Online Plan

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Updated: March 22nd, 2023