Tracking Ladders allow you to create sequenced task lists for your staff to complete during a patient's Treatment Plan. These tasks are managed directly from the Follow-Ups dashboard. This Article will walk you through How to Apply and use Tracking Ladders Inside a Patient Profile
Step 1: Patient Profile Treatment Plans Tab
Inside a Patient Profile, select Treatment Plans
Step 2: Assigning the Tracking Ladder
Select the down arrow beside Create New then choose Templated Tracking Ladder
| Note: The Blank Tracking Ladder allows you to create a Tracking Ladder from scratch. However, we recommend creating via template for consistency and to save time. |
Step 3: Selecting the Template
Select the appropriate Template from the dropdown menu then select Apply Template.
Step 4: Activate Tracking Ladder
Select the Tracking Ladder tab to review the Steps then select Activate Plan
Conclusion
The Tracking Ladder is now active and the first Step will be automatically assigned to the user associated with the action. This Action will display under Follow-ups from the schedule
Or can also be found in the users Dashboard under Agenda
Upon completing the first Step, the next will be triggered based on the Activation you've selected