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
- Enter desired procedure codes via the code/description drop down or explosion code drop down.
- Select "Save Treatment" to add to the treatment plan
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.