Managing Treatment Plans

Creating, viewing and reporting on Treatment Plans

Updated over a week ago

The Treatment Plan feature allows you to track the total number or value (cost) of consultations with a patient within a set date range. This is particularly useful when dealing with third-party payers that approve a certain number or value of treatments, such as Medicare Chronic Disease Management (CDM) plans, formally known as Enhanced Primary Care (EPC) plans, NDIS budgets and more.

Creating a Treatment Plan on a Patient Account

To create a Treatment Plan, go to Patient File > Accounts > Edit.

If you have configured Default Treatment Plans, select one from the drop down menu.

To configure a Treatment Plan from scratch, click Add.

You will need to enter the following:

  • Plan Name - Enter a name for the plan.

  • Start Date - The date from which billed items will affect the treatment plan.

  • End Date - The date that the treatment plan ends.

Treatment plans can increment based on the following types.

  • Number of Items - 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.

You will also need to select the following:

  • Allocated - Enter the maximum value of the treatment plan.

  • Alert Trigger - Enter the value that should be reached before alert triggers appear.

  • 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.

After choosing your preferred settings, click Save to finalise your changes.


Treatment Plan Examples

Below are some common use cases for Treatment Plans.

Medicare CDM/EPC Example

Here is an example of an EPC Treatment Plan. Five visits have been allocated and an alert will trigger after the fourth visit.

Dollar Value Example (NDIS Budget or Workcover Funding)

In other examples, you can see that $3,000 has been allocated to the Patient and an alert will prompt after $2,100 has been used.


Treatment Plan Status and Alerts

Treatment Plan details and alerts are displayed in several places in PracSuite.

Accounts Tab of the Patient File

Appointment Details

Appointment Tooltip

Alerts When Booking and Invoicing

When booking an appointment and when entering the invoicing process, the following prompt will be displayed if the Treatment Plan alert trigger is reached, if the end date has lapsed, and when within one month of the end date.


Reporting on Treatment Plans

The Treatment Plan Report is designed to report across treatment plans on all patient files. This allows you to view plans that are expiring soon or have reached/exceeded their allocated amounts.

Did this answer your question?