How do I amend treatment plan details?
Once you have created a treatment plan and added treatments, their default price and duration for the patient’s registered fee schedule will be added to the treatment line.
To amend the details of a treatment plan (for Canadian users):
Go to the 'Chart' tab in the patient record, and find (or create) the chosen treatment plan.
Click the dropdown arrow to the left of the date on the relevant treatment plan.
The window will expand and you will be able to see more details about the treatment plan.
To edit the price or duration, enter the amount in the 'Price' or 'Duration' fields.
You can also see and amend other fields including 'Practitioner' (compulsory), 'Referrer' and 'Payment plan'.
You can add any notes or labs to the treatment plan as well. To add template notes, in the 'Notes' field, click the '+' button on the far right off the notes toolbar and choose from your templates.
How do I edit the settings of my treatment plan?
To amend the settings of a treatment plan:
Go to the 'Chart' tab in the patient record and find the chosen treatment plan.
Select the dropdown arrow next to the treatment plan and choose 'Settings'.
The 'Treatment Plan Settings' window will appear. From here you can edit:
Nickname
Payment plan
Start/End date
Practitioner
Make your changes and click 'Save'.
When you set or change the payment plan here, it will apply to all treatment items currently on the plan - and any new items added afterwards will automatically use the same payment plan.
This means you can quickly switch an entire treatment plan between fee schedules, for example when offering a patient both an insurance and a private treatment option across separate treatment plans.
💡 Top tip: To offer a patient multiple treatment options under different fee schedules, clone the plan first, then update the payment plan in the settings of each treatment plan.