Using the treatment-planned procedures that have been added to a case, you can present a treatment plan to a patient.
To present a treatment plan
How to get there
Use the Patient Search field to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
Skip step 1.
From the Patient menu, under Clinical, clicktap Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.
On the Tx Planner tab of a patient's clinical record, under Active, select a case.
The procedures that belong to the selected case appear.
ClickTap Preview.
The treatment plan appears.
By default, a presented case has a "Presented" status, but you can select a different status as needed.
Select one of the following options:
New - This is a newly created case that you have not presented to the patient yet.
Presented - This is a case that you have presented to the patient.
Accepted - The entire case has been accepted by the patient.
Rejected - Any part of the case has been rejected by the patient.
If there is a yellow insurance plan icon
next to the name of any of the patient's insurance plans, there is a note for that insurance plan. To view the note, position the mouse pointer over the icon (the note appears as a tooltip), or clicktap the icon.To print a copy of the treatment plan for the patient to take, clicktap Print.
To return to the Treatment Planner page, clicktap Back to Treatment Planner.
Comments
3 comments
This question came from a user:
Can you setup downgrades to show on the calculation on the treatment plan?
This answer came from support:
You cannot. You can setup the downgrades for the insurance plan under the Coverage Tables, but that will not show on the calculations. This feature will be coming out in the future.
Also, with the downgrading the procedures for the treatment plan, there is a function to override the insurance estimates manually on a single procedure at a time. For something to not be covered at all with insurance, set the insurance override at 0 (it will still show in unattached procedures though).
Can we create multiple treatment plans in order to present patient with two different options?
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