Using the OrthoTrac Charting Module > Using the Treatment Card > Tx Plan Tab

Working with the Treatment Plan

When a treatment plan is assigned to a patient, you can:

• View completed, scheduled, and remaining steps

• View appointment history for completed steps

• Manually mark a step as completed

• Edit an existing plan

• Activate or deactivate a plan

Viewing Completed/Scheduled/Remaining Steps

To view all steps in a treatment plan, click the Tx Plan tab. The Treatment Plan window is displayed.

• Select the treatment plan name to display the time line at the bottom of the window.

• Select a completed step, in dark green, or a scheduled step, in light green, to display information about the appointment in the Appointment History section at the bottom of the window.

• Select one of the remaining steps, in blue, to display information about the steps in the Step Details section at the bottom of the window.

• Click the plus sign in front of the bracket icon to display the procedures and activities associated with the step.

Manually Marking a Step as Completed

If you complete a step ahead of schedule, you can mark the step as completed by selecting the step and clicking the Mark as Completed button. A message is displayed, stating that the change will be made when you exit the treatment card.

Editing a Treatment Plan

With the Treatment Plan window displaying a treatment plan, use the following buttons to make changes to the patient’s treatment plan:

• Edit

  Click Edit to change the name of this treatment plan, using the Treatment Plan Title window.

• Delete

  If you have not scheduled an appointment for a treatment plan, you can delete the treatment plan from the patient’s treatment card by selecting the treatment plan name and clicking Delete. This button is not enabled if you already scheduled a treatment plan appointment.

• Add

  Click Add to add steps to the treatment plan for this patient, using the Add Treatment Plan Step window. Select whether to add a predefined step or create a new step. The step is added to the bottom of the list. Use the arrow buttons at the bottom of the window to position the step in the appropriate area.

  • If you modify a step by including additional procedures, review the allotted number of units for the appointment.

• Insert

  Click Insert to insert a step in the treatment plan. Select the step you want to be below the new step and click Insert. The Add Treatment Plan Step window is displayed. Select whether to add a predefined step or create a new step. The step is added above the step you selected.

• Change

  Click Change to change a step in the treatment plan. Select the step you want to edit and click Change. The Change Step window is displayed. Make changes to the step as necessary.

• Remove

  Click Remove to remove a step from the treatment plan. Select the step you want to remove and click Remove.

• You can click Edit Information to revise financial information in the Totals section, such as the plan fee and contract description.

Activating or Deactivating a Plan

After adding a treatment plan to a patient’s treatment card, click Activate and schedule the first appointment for the treatment plan.

If you need to deactivate the treatment plan, click Deactivate. Patient appointments are no longer pre-populated in the Next Appointment section of the treatment card.

• When you posted procedures to a treatment plan, the treatment plan cannot be deleted; however, you can add another treatment plan, as long as you deactivate the existing plan. Only one plan can be active at a time.

When you deactivate a treatment plan, use the drop-down list in the Status field to select a status, indicating the reason for deactivating the plan.

• If a treatment plan is activated, the status of the plan is Active and cannot be changed.

Related Topics

Using the Treatment Card

Tx Plan Tab

Adding a Treatment Plan

Checking Out a Patient with an Active Treatment Plan

Tx Plan Time Line

Scheduling Future Tx Plan Appointments

Treatment Plan Scheduling Hints

Adding Walk-In or Emergency Appointments to a Treatment Plan

Printing a Treatment Plan

Completing a Treatment Plan and Updating the Treatment Plan Status