Manage Patient Treatment Planning

Learn how to manage patient treatment planning!

To add a treatment plan to your patient's chart: 

  • Access the patient's chart
  • Select "Treatments" tab within the patient's chart

Notice 2 subtabs- Treatment Plans and Completed Treatments

  • Select "Treatment Planning"
  • Make sure that the Date, Treatment Plan ID and correct office is selected 
    Snag_593f69
  • Enter desired procedure codes via the code/description drop down or explosion code drop down. 
  • Select "Save Treatment" to add to the treatment plan

Snag_5ba7ed


To complete procedures from treatment plans list: 

  • Access the patient's chart
  • Select "Treatments" tab within the patient's chart
  • Locate the blue "Complete" button to the right
  • Select "Complete" on every code you wish to mark as complete (this signifies rendered services) 

Note: Marking codes as complete will remove that procedure code from the treatment plans list and move it to the completed treatments list. 

HubSpot Video