Please note: If you are using the legacy treatment planner, please see the articles here for editing treatment plans.
How do I edit 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 item, go to the 'Chart' tab in the patient record and find the chosen treatment plan.
You can edit commonly used details inline by selecting the input field on the treatment item, including:
Price
Duration
Payment method
Payment plan
Practitioner
For additional details, select the dropdown arrow on the left of the treatment item. From here you can add a treatment note, edit the referrer, the date the treatment item was completed, and other fields. Available fields vary by region and may include invoice description and custom fields.
You can also add custom fields from this panel.
To add notes, see How to use clinical note templates for guidance on using note templates.
Your changes are saved to the treatment plan as you edit. You can view the audit of the changes made by selecting "Last saved X minutes ago" button.
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 three-dot menu on the bottom bar to open the menu and choose ' Settings '.
The treatment plan settings will appear. From here you can edit the treatment plan name, payment plan, start and end dates, and practitioner.
📝 Please note: When you set or change the payment plan here, it applies to all treatment items currently on the plan. Any new items you add afterwards will automatically use the same payment plan. This lets you quickly switch an entire treatment plan between payment plans, for example when offering a patient both an insurance and a private treatment option across separate treatment plans.
When you have made your changes, select ' Save '.
💡 Top tip: To offer a patient multiple treatment options under different payment plans, clone the plan first, then update the payment plan in the settings of each plan.
How do I delete a service appointment from my treatment plan?
To remove a service appointment from a treatment plan, go to the 'Chart' tab in the patient record and find the chosen treatment plan.
Select the three-dot menu on the right-hand side of the service appointment.
Select ' Delete '.
Confirm that you want to delete the appointment when prompted.
The service appointment is removed from the treatment plan. Any clinical notes related to the treatment items in that appointment are also deleted. This cannot be undone.
To reorder within a treatment plan and move appointment to other treatment plans, follow the articles below: