Default Treatment Plans can be created to make treatment plans easier to use and manage. Once a default treatment plan has been created it can be used ad-hoc on the patient file, or configured alongside Default Accounts to be added automatically with an account.
How to add Default Treatment Plans
To add a new Default Treatment Plan, navigate to Settings > General > Treatment Plans.
From this page you can manage both Default Treatment Plans and Treatment States.
Click Edit to make changes to this page.
In the Default Treatment Plans section, click the Add button.
Enter a Plan Name to represent this Default Treatment Plan.
To add a default End Date (optional), enable the 'End Date' field and select a default value:
E.g. Upon adding this Treatment Plan to a patient file, it will be created with a end date 12 months from the current date.
Select the Type of Treatment Plan, which has the following options:
Number of Items - Track the number of items billed.
Number of Items (by Distinct Days) - This will only increment the treatment plan by 1 per day, regardless of how many items are billed.
Item Quantity - This will increment by the item quantities billed when using Quantity Billing.
Item Dollar Value - The dollar value of items billed.
In the Allocated column, enter the maximum value of the treatment plan (either total number of items, quantity, or dollar value as above).
In the Alert Trigger column, enter the value that should be reached before alerts start appearing to the user.
If required, users can also select a default for:
Tracked Item Codes - Select the Item, Schedule or Item Group that should affect the treatment plan. Only the item(s) selected will impact the treatment plan.
Treatment State - An optional and customisable description of the stage of the treatment plan.
Using Default Treatment plans
To use a Default Treatment Plan on an ad-hoc basis, navigate to the Accounts tab of a patient file. When editing the page, use the drop-down on the Add button to select your intended Treatment Plan.
Alternatively, you can add Default Treatment Plans into your Default Accounts. To do this go to Settings > General > Patient Defaults.
After opening a Default Account and clicking Edit, click the Add button and select which Treatment Plans you want included on this account by default. This will apply whenever this Account is added to a patient file, including when Accounts are created automatically for new patients.
For more information on Accounts, please refer to the following articles: