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Default Treatment Plans

Updated over a week ago

Default Treatment Plans are designed to make the process of creating Treatment Plans for common scenarios (e.g. Medicare referrals, NDIS budgets) on a patient's account easier. Once configured, Default Treatment Plans can be quickly inserted into a patient's account with minimal setup required.


Creating Default Treatment Plans

To add a new Default Treatment Plan, go to Settings > General > Treatment Plans.

Click Edit to make changes to this page.

In the Default Treatment Plans section, click the Add button.

You will then need to configure the defaults that will be applied to the plan when inserted into a patient's account.

Plan Name

Enter a descriptive Plan Name to identify the Default Treatment Plan. This name will be used when the Treatment Plan is added to a patient file.

Plan Dates

  • Start Date – When inserting a default treatment plan, the start date will always always default to the current date.

  • End Date (optional) – To include an End Date, enable the checkbox and select a default duration relative to the start date.

    For example, if set to 12 months, then upon applying this Default Treatment Plan, the patient’s plan will automatically be created with an end date 12 months from the current date.

  • Use Account Dates – Enable this if you want the plan to automatically match the Start and End Dates of the patient’s Account.

Plan Type

Select how the Treatment Plan should track usage. The following options are available:

  • Number of Items – Tracks the number of individual items billed.

  • Number of Items (by Distinct Days) – Tracks one increment per day, regardless of how many items are billed that day.

  • Item Quantity – Tracks item usage based on the item quantity, including decimal values.

  • Item Dollar Value – Tracks usage based on the total dollar value of billed items.

Plan Limit and Alerts

  • Plan Limit – Enter the total number, quantity, or dollar value that represents the plan’s maximum allocation.

  • Alert – Enter the value at which alerts should begin appearing to users (for example, when 4 of 5 visits have been used).

  • Prevent invoicing if plan limit has been reached – Optionally enable this to block further invoicing once the plan’s limit has been used.

Tracked Item Codes (optional)

If required, you can specify which items should contribute to this plan’s usage:

  • Choose a specific Item, Schedule, or Item Group.

  • If left as Any Item, all billed items will count toward the plan.

Treatment Plan State (optional)

Select an optional, customisable Treatment State to apply by default, e.g. “Active”, “Complete”, “In Progress”. This can assist with reporting and filtering.

Funding Periods (optional)

If your clinic uses Funding Periods, you can enable this option on the Default Treatment Plan.

Funding Periods allow a Treatment Plan to be divided into multiple sub-periods, each with its own allocation. For example, a 12-month plan may be split into 4 quarterly periods, tracking usage and rollover between them.

When enabled:

  • Each new patient Treatment Plan created from this default will include the Funding Periods toggle pre-enabled.

  • You can then define the number of periods, their start and end dates, and individual limits.

  • The Funding Period feature integrates with all Plan Types.

For more details on how Funding Periods work, see: NDIS Funding Periods


Inserting Default Treatment Plans into Patient Accounts

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 to 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:

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