How to Create & Submit HCAI Treatment Plans 🎥

Follow this guide to learn methods of creating Treatment Plans.

 

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Quick Links:

1)	Create Treatment Plan Templates
2)	Create Treatment Plans from Scratch
3)	Clone a Treatment Plan
4)	Submit a Treatment Plan

 

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Note: All OCF forms other than 18 and 23 must be faxed to the adjustor.

Create Treatment Plan Templates

1) Navigate to Settings.
Under the Treatment Plans heading, select Treatment Plans.

Select +New Treatment Plan from the top-right.

 

2) The General Tab 

 

 

3) Products & Services Tab

 

 

Note: Products and Services will sort by Item number. Assign the MVA Services and Products with ascending Item numbers to have them appear in order to your preference.

4) Actions Tab

 

5) HCAI Tab

If you would like to create OCF-18 treatment plan templates in further detail,
use this section to +Add customized autofill to the various parts of the plan.

 

6) To use created templates, follow the steps below except select the option +Create From A Template and any created templates will display to choose from. The template will assist in populating aspects of the treatment plan, however there will still be other fields required to be entered in.

 

 

Create Treatment Plans from Scratch

1) Navigate to the Patient's Profile.
Select the tab Treatment Plans.

 

 

2) Select Actions and Create A Blank Treatment Plan

 

3) Details Tab

 

4) OCF-18 Tab


If submitting an OCF-18 treatment plan, enter applicable details here, otherwise proceed to the following tab, OCF-23.

 

Note: If there are any special characters entered in the fields (i.e. '&' ) the treatment plan will not submit and will display an error.

4) OCF-23 Tab

If submitting an OCF-23 treatment plan, enter applicable details here.

Part 10: Guideline Services will auto-populate based on items and amounts added in the Products & Service tab. By default, the maximum fees will display as $1800 and $400.

5) Products & Services Tab

Select +Add an Item and enter the products and/or services by name or item number.
Once entered, click Go.

 

Proceed to assign a Practitioner (added within the Detail tab) to the item and enter a Quantity.

Continue adding items until finished.

Find below a sample of an OCF-23's Products & Services being added:

Each item will appear below, within Products & Services HCAI PAF Type Setting.
This section is only required with an OCF-23 treatment plan.
Set each item as Guideline (Services) or Supplementary (Products/Goods).

It is recommended to assign a default PAF type in the product/service settings to avoid having to assign it each time you create a new plan.

Notice the totals with tax will appear on the bottom right and will update after selecting Apply Changes.

6) Actions Tab

This tab will provide an updated list of Scheduled Appointments that are booked using this treatment plan. Below, select New Call, New Todo or Ad Hoc Action if you would like to schedule a reminder call, reminder task or use a premade template as a reminder for a future date, respectively.

 

7) Insurance Tab

The patient's insurance(s) will display here with the ability to check-on (include) or check-off (not include) them in the treatment plan details.

 

 

Note: If the patient has Extended Health Benefits, enable both insurances. The MVA Insurance Company's Order must be set to 1, with the EHB as 2.

 

8) HCAI Tab

This tab will update with activity to (Communication) and from (Adjuster's Responses) HCAI.

 

 

9) Documents and Forms Tab
Use this tab if you would like to upload and attach documents to the treatment plan.
These documents will not be sent through to HCAI.

 

Clone a Treatment Plan

Note: The option to clone a treatment plan will only appear if there is an existing treatment plan with a status of approved or denied.

 

1) Navigate to the Patient's Profile.
Select the tab Treatment Plans.

 

 

2) In the Details tab, under Actions, select Clone.

 

Submit a Treatment Plan

1) Navigate to the Patient's Profile > Treatment Plans

 

 

2) In the Details tab, under Actions, select Development Completed

3) You'll notice new links are available under the Actions heading.
Select either option to submit the appropriate plan to HCAI.

4) A window will then display the submission status:

Note: Juvonno will prevent a treatment plan submission if there are errors found. If you are not familiar with the error, visit our HCAI FAQ for details.

 

You are now set to create and submit Treatment Plans to HCAI.

Proceed to HCAI : Appointment Booking & Checkout for the ideal booking process with MVA and MIG patients.