How to clone a treatment plan
Navigate to the patients 'Chart 'screen
Select the treatment plan you wish to clone.
Click on the 'Clone your treatment plan'
icon.Confirm by clicking 'Clone' when prompted to.
This will create an exact duplicate of the treatment plan charted!
How to rename a treatment plan
Navigate to the treatment plan you wish to rename.
Click on the 'Treatment plan settings'
cog icon at the bottom of the plan.Enter your name into the 'Nickname' box and click 'Save'.
You will now see the new name reflected on the patient's 'Chart' tab.
💡 Top tip: You can also change the name of appointments within the treatment plan, to make them easier to identify! Simply click the existing appointment name eg 'Appt. 1' and type in your chosen name.