Attaching a Treatment Plan to a Patients Profile
Create From a Template
Patients Module > Open Patient Profile > Treatment Plans Tab > Actions Button > Create From a Template
Select from the drop-down list of treatment plan templates that have been set up.
Apply the template. The details of the treatment plan template will populate in the customer's profile.
Create a Blank Treatment Plan
Patients Module > Open Patient Profile > Treatment Plans Tab > Actions Button > Create a Blank Treatment Plan
Setting the action to 'create a blank treatment plan' defaults all fields to open fields that will need to be filled out. Fill out the details, products, and services, actions, insurance and documents and forms for the treatment plan as needed.
How to create a treatment plan