Working with the Charting Module > TxPlan Tab

Working with a 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

You can view all steps in a treatment plan by clicking the TxPlan tab. The Treatment Plan window is displayed.

To view details about the steps in a treatment plan:

• Select the treatment plan name to display the time line.

• 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.

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

• Click + 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 Mark as Completed. 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 to change the name of this treatment plan.

• Delete—If you have not scheduled an appointment for a treatment plan, you can delete the treatment plan by selecting the treatment plan name and clicking Delete.

• Add—Click to add steps to the treatment plan for this patient. 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.

• Insert—Click to insert a step in the treatment plan. Select the step you want to be below the new step and click Insert. Select whether to add a predefined step or create a new step. The step is added above the step you selected.

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

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

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.

After you post 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.

Scheduling Future TxPlan Appointments

After scheduling the initial treatment plan appointment, the next step in the plan is displayed in the Treatment Plan Information window. To schedule the next appointment, search for the next available time, which should be within seven days of the target date shown in the window. If the appointment date is more or less than seven days from the target date, an Off Target message is displayed in the Schedule Appointment window.

Printing a Treatment Plan

You can print an office copy and a patient copy of a treatment plan. The office copy contains the entire plan information except the patient description. The patient copy prints the step title and the information entered in the Patient Description of the treatment plan step.

To print the treatment plan:

1. With the patient’s treatment card open, select one of the following:

2. File > Print Tx Plan > Patient Copy

3. File > Print Tx Plan > Office Copy

The Treatment Plan Print Options window is displayed.

2. In the Print Options window, select Print Report, Preview Report, or Export Contents.

3. Use the drop-down list to select a printer, if necessary, and click OK.

Completing a Treatment Plan and Updating the Treatment Plan Status

When you type the information for a patient’s last treatment plan appointment in the Charting—TxCard Tab window and click OK, a message is displayed, asking if you want to deactivate the plan and update the status.

To deactivate the plan and update the treatment plan status:

1. In the Treatment Plan message window, click Yes. The Select Treatment Plan Status window is displayed.

2. Highlight the new status and click Select.

Related Topics

TxPlan Tab

Checking Out a Patient with an Active Treatment Plan

Using the TxPlan Time Line

Searching Treatment Card Histories

Printing Treatment Card Reports

Skill Sharpeners