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

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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.