Creating treatment plans

Using the procedures that have been treatment-planned in the clinical chart or ledger, you can create a custom treatment plan for a patient.

To create a treatment plan

1. On the Tx Planner tab of a patient's clinical record, under Active, select Unassigned.

   

   The procedures that have not been assigned to a specific case appear.

   

2. Create a new case.

   Do the following:

   1. Do any of the following:

      • To move an individual procedure, drag that procedure (using the handle ) to the box on the left.

        

      • To move multiple procedures, select the check boxes of those procedures.

        

        Next, do one of the following:

        • From the Move To menu, click (or tap) New Case.

        • Drag those procedures (using the handle of any of those procedures) to the box on the left.

          

   2. If you move a procedure that is already scheduled, it is removed from the corresponding appointment. However, if removing that procedure leaves the appointment empty, the Moving message box appears and displays the date and time of the affected appointment. To confirm the removal of the procedure and allow the existence of the empty appointment, click (or tap) Move.

      

   A new case is created, and the selected procedures are moved to it.

   

3. Rename the newly created case.

   Do the following:

   1. With the case selected under Active, click (or tap) the corresponding Edit button .

      The Rename dialog box appears.

      

   2. Change the name in the New case name box.

   3. Click (or tap) Rename.

   With the case still selected, the recommended treatment for that case appears on the right.

   

4. Do any of the following:

   • Create a new visit for procedures.

     Do the following:

     1. Do any of the following:

        • To create a new visit for an individual procedure, drag that procedure (using the handle ) to the box below the visits.

          

        • To create a new visit for multiple procedures, select the check boxes of those procedures.

          

          Next, do one of the following:

          • From the Move To menu, click (or tap) New Visit.

          • Drag those procedures (using the handle of any of those procedures) to the box below the visits.

            

     2. If you move a procedure that is already scheduled, it is removed from the corresponding appointment. However, if removing that procedure leaves the appointment empty, the Moving message box appears and displays the date and time of the affected appointment. To confirm the removal of the procedure and allow the existence of the empty appointment, click (or tap) Move.

        

     The new visit is created and the procedures are moved to it.

     

   • Move procedures to an existing visit.

     Do the following:

     1. Do any of the following:

        • To move an individual procedure to an existing visit, drag that procedure (using the handle ) to a visit.

        • To move multiple procedures to an existing visit, select the check boxes of those procedures.

          

          Next, do one of the following:

          • From the Move To menu, point to (or tap) Visits, and then click (or tap) the name of a visit.

          • Drag those procedures (using the handle of any of those procedures) to a visit.

     2. If you move a procedure that is already scheduled, it is removed from the corresponding appointment. However, if removing that procedure leaves the appointment empty, the Moving message box appears and displays the date and time of the affected appointment. To confirm the removal of the procedure and allow the existence of the empty appointment, click (or tap) Move.

        

     The procedures are moved to the other visit.

     

   • Adjust the order of procedures in a visit.

     Do any of the following:

     • To move an individual procedure, drag that procedure (using the handle ) to a location above or below another procedure in that visit.

     • To move multiple procedures to an existing visit, select the check boxes of those procedures.

       

       Next, drag those procedures (using the handle of any of those procedures) to a location above or below another procedure in that visit.

     The procedures in the visit are now reordered.

     

5. Modify the details of the case, such as the expiration date and status, as needed.

   Do any of the following:

   • Specify the Expiration date of the case. You can choose a specific date or insert the last day of the current year. To show the expiration date when presenting the case, on the printed copy of the case, and on a consent form, select the Show on form check box.

   • Enter a Note regarding the case. The note can be up to 250 characters long. To show the note when presenting the case, on the printed copy of the case, and on a consent form, select the Show on form check box.

   • To change the duration of any visit, enter a different appointment length in the corresponding Appointment length box. (Also, you can select a length from the list that appears when you click in, or tap, the box.)

     Note: Changing the duration of a visit requires the "Manage Appointments" security right.

   • By default, a new case has a "New" status initially, but you can select a different Status for the case. Select one of the following options.

     • New - If this is a newly created case that you have not presented to the patient yet.

     • Presented - If you have presented the case to the patient.

     • Accepted - If the patient accepts the entire case.

     • Rejected - If the patient rejects any part of the case.

   

Note: The fees on treatment plans come from either the preferred fee schedule of the location where the procedures are treatment planned or, if there is not a fee schedule for the location, the treatment-planned provider's fee schedule. The fees do not take into account an insurance plan's fee schedule and coverage table or a patient's estimated portion.