How to Create a Treatment Plan
Step 1: Navigate to the client’s appointment and select Add Note.
Step 2: Open the Diagnosis tab. Then, select Treatment Plan.
Here you can select a type of treatment plan, add dates, and select Save.
Related Articles
Treatment Plan Overdue Within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...Sending a Treatment Plan for Client Signature
Once a treatment plan has been created, you can send it to the client by checking the box 'Ready for Client Signature'. Within the Client Portal, the client will find a tab called Treatment Plan. Here, they can select Signature to sign their active ...Turning on Treatment Plan Overdue Notification
When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.Create Your Own Refer-a-Friend Link!
Step 1: Navigate to your Account Settings and click on the "Referral Center" tab. Step 2: Click the + Add New Referral Link button Step 3: Create a name for your referral link (e.g., your practice name) and press Save Changes Step 4: Share your ...