Charting the Patient > Treatment Planning
To implement a treatment plan:
Create one or more treatment plans based on the patient's diagnosis, using the charting module.
Present the plans to the patient for approval. This can be done on-screen or by printing a treatment proposal.
If appropriate, print an insurance pre-determination, and then enter the results when the insurance company responds.
Obtain the patient's acceptance of a treatment plan. If you have presented more than one plan, only one can be accepted and worked on at a time.
Optional, but recommended: Define the appointments needed to complete the plan. Group procedures together into appointments, called visits, and define the details of each visit. Determine the amount of Producer and Non-Producer time for each procedure.
This step can be done at any time after the plan is created and before it is scheduled.
Schedule the procedures.
As procedures are completed, they are automatically cleared from the treatment plan.
Monitor the status of all unscheduled treatment plans with the Office Expert.
Follow up on specific unscheduled treatment plans with the Unscheduled Tx Plan Contact Expert.