Working with Treatment Plans

A treatment plan is a recommended series of procedures issued for a particular patient. A patient can be assigned more than one treatment plan, and must give consent for each plan implemented. In PracticeWorks, treatment plan is abbreviated as TxPlan on buttons and tabs.

A treatment plan is used in the following ways:

To present the patient with the steps and details involved in treatment.
To help schedule the necessary sequence of appointments required to complete the treatment.
To submit to the patient’s insurance company for pre-approval, if applicable.

You can prepare multiple treatment plans for the same diagnosis, in order to present the patient with alternatives. You can copy treatment plans, and you can move procedures from one plan to another.

The treatments listed in the treatment plans are also listed on the appointments for which they are scheduled. Changing procedures in the appointment automatically changes the procedures in the treatment plan, and the reverse is also true.

Treatment plans that have been prepared but not yet scheduled can be monitored with the Office Expert and the Unscheduled TxPlan Contact Expert.