Let's explore how to create a treatment plan for a patient and add treatments to it. Along with treatments, let us also check out how to create phases and perform extended actions on the treatment planner.
Topics Covered
- Create a New Treatment Plan
- Adding Treatments to Treatment Plan
- Create a New Phase
- Change Treatment Plan Status
- Preview, Present & Accept Treatment Plan
- Explore the Treatment Plans Tab in the Clinical Chart
- Extended Functionalities of Treatment Planner
Dive into this video to learn all about adding treatments and creating a treatment plan & phase.
Perform the steps given below to create a new treatment plan from scratch.
- Select the patient using the Global Search bar.
- Hover over Clinical > select Treatment Planner.
Note: You can also navigate to the Treatment Planner by clicking on the hyperlinked Treatment Planner option from the Patient Overview. |
- Click + New Treatment Plan.
To create a new one, select the Plan Type as New Treatment Plan on the modal.
Note: Users choose the Predefined Treatment Plan option when their offices have already built customized treatment plans and set those up on their Practice Settings to easily select them during treatment creation. |
- Enter the required information. Check below for descriptions.
- Plan Name: Enter the name of your new treatment plan.
- Code Status: Choose the status for all codes that are added to this plan (Proposed, Accepted, Alternative, Rejected, Hold).
- Presented Location: Select the location for the treatment plan. The user's logged-in location will be selected by default.
- Diagnosed Conditions: Select the options as needed to indicate any diagnosed conditions that the patient may have.
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Coordinator: Select the treatment coordinator who will be discussing the treatment plan with the patient.
- Allows the added ability to Lock the Treatment Coordinator. Once selected, only the Super Admin can unlock and change the coordinator.
| Note: If you want the Treatment Coordinator field to be mandatory, please reach out to support@carestack.com to have it enabled. |
- Click on Create to confirm.
To add treatments to a treatment plan, perform the steps given below.
Click + Add Code.
- Select Location, Provider, and your Treating Dentist.
- Select Conditions and Treatments.
Note: Use the Search bar on the top right to filter through the categories. |
- Click the row and add any details, such as Surface, Tooth/Area, etc., if needed.
- Click ‘Apply’ to apply the changes, or ‘Apply for All’ if required.
- The selections will be displayed on the grid.
- Click Add to Treatment.
Practices can email support@carestack.com to enable the following 3 settings.
If a user attempts to add the same Active Condition to the same tooth or surface, the system will display a warning modal and prevent the duplicate entry.
If a user attempts to re-add a Proposed Code for the same tooth or surface, the practice can choose to either block the entry or show a warning modal.
If a user tries to re-add a code that was completed within the last year, the system will show a warning modal.
- Once the codes are added, the Total Estimate will be displayed on the bottom.
- If you need to view the sum of Total Fee, Discount, and Patient Payable of specific codes.
- Select the desired codes to view the details below.
Watch this video for a step-by-step explanation.
Phases are the subgroups that you can use to further organize treatments within a plan. When a treatment plan is created, all procedures are automatically included in the 'First Phase' of treatment. Perform the steps given below to create a new phase.
- Select the patient using the Global Search bar.
- Hover over Clinical > select Treatment Planner.
Note: You can also navigate to the Treatment Planner by clicking on the hyperlinked Treatment Planner option from the Patient Overview. |
- Right-click on the existing Procedure Code(s).
- Click Add to Phase.
- Create New Phase.
You can also create a new phase without adding codes by clicking + New Phase on the required treatment plan. An empty phase will be created where you can start adding codes.
Watch this video for a comprehensive walkthrough.
To change a treatment plan status, perform the steps given below.
- Right-click on the desired treatment plan.
- Select the appropriate treatment status, such as Accept, Delete, Reject, etc.
The status will be displayed in the Treatments section.
To lock or unlock fees in treatment plans,
- Click Lock Fee.
Note: Once locked, clicking the Re-calculate button will not change the currently locked fee.
- Enter the number of Days or the exact specific date to Set the Lock Period.
- Once done, click Lock Fee.
- To unlock the locked fee, click Unlock Fee.
To copy a treatment plan,
- Right-click on the desired treatment plan.
- Select Copy Treatment Plan.
- A new plan will be created, incorporating all phases, procedure codes, conditions, and treatment coordinators from the existing plan.
Once a treatment plan is created and treatments are added, you can present the treatment plan with or without fee details. To do this, perform the following steps:
- Select a Treatment Plan.
- Click Present Plan.
- Select Present with Fee Details or Present without Fee Details as required.
You can preview the treatment plan by clicking Present Plan > Preview.
- To accept a plan, click Accept Plan.
- You can also directly click Reject Plan to change the plan status to rejected.
Watch this video for a quick overview.
To view the Treatment Plans of a Patient
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Chart.
- Click the Tx. Plans (Treatment Plans) tab to view all Treatment Plans and Ungrouped treatments.
To create a New Treatment Plan in the Chart
- Click + New Treatment Plan.
- You can select a Pre-defined Treatment Plan created in Practice Settings or create a New Treatment Plan here.
- If you are creating a new treatment plan here, enter the Plan Name and Code Status.
If you are choosing a pre-defined treatment plan:
- Select the Provider name.
- Select the Plan Name (the desired treatment plan template).
- Select the Diagnosed Conditions, Treatment Coordinator, and link any Alternative Plan as needed.
- Click Create.
Click here to learn how to create treatment plan templates in Practice Settings.
Once the Treatment Plan is created:
- All procedure codes that do not require tooth, surface, or ICD details will automatically appear in the Code grid.
- Codes that require additional information (tooth/surface/ICD) will be shown on the Plan Template Actions panel.
- Click on the codes.
- Add the details such as Surface, Tooth/Area, etc., as needed.
- Click ‘Apply’ to apply the changes, or ‘Apply for All’ if required.
- Or, click the tooth in the chart and select the appropriate code.
- Once the teeth and surfaces are selected, click Done.
| Tip: You can also proceed without completing the Plan Template Actions (for example, selecting teeth or surfaces) by clicking Done directly. |
Sometimes, specialty providers need to create several treatment plan options for a patient. Rather than building each plan from scratch, users can save time by copying an existing treatment plan that is identical or similar, using the ‘Copy Treatment Plan’ feature.
- In the Tx Plans tab, select the treatment plan to replicate.
- Click the three-dot menu.
- Choose Copy Treatment Plan.
- A toast notification will appear on the top right stating, 'Treatment Plan created successfully'.
- You will see another toast notification stating 'Code(s) Added successfully' if the original treatment plan had planned codes.
- Once added, you can make changes to the copied treatment plan as needed.
Action items on the Treatment Plans Grid
- Click the pencil icon to edit the treatment plan.
- Check the Plan Status, displayed next to the pencil icon.
- Review the Circular Progress Indicator to see how many phases are completed.
- Click + Link Alternate Tx Plan (Link Alternate Treatment Plan) to link another treatment plan as an alternative.
- Click + Note to add relevant notes to the plan.
- Click Reject Plan to reject the treatment plan.
- Click Schedule Plan to open the Scheduler and book an appointment directly.
- You can view Ungrouped treatment codes by the date they were added.
- To filter out completed or rejected items, click the Hidden Items drop-down and select Hide Completed Items or Hide Rejected Items.
When there is a change of fee schedule, the treatment fees may vary.
- Click Re-calculate to update fees after a fee schedule change.
- Click Present Plan and select Preview, Present with Fee Details, or Present without Fee Details.
- Click Print Plan and select Print with Fee Details or Print without Fee Details.
- Click Accept Plan to mark the plan as accepted.
- Click the Schedule button on a phase to book an appointment for that phase.
- You can view the number of Appointment(s) booked for the phase.
- Total Plan Estimate, Total Discount, and Total Patient Payable are displayed at the bottom of the screen.
If you need to view the sum of Total Fee, Discount, and Patient Payable of specific codes.
- Select the desired codes to view the details below.
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Select the Show Insurance Breakdown option to display the breakdown of insurance estimates as Insurance 1 and Insurance 2.
To explore a better treatment planning experience:
- Switch views to show the 'Selected Treatment Plan', 'Conditions', 'Existing Treatments', 'Planned Treatments', or 'Completed Treatments', as needed.
Watch this video for a concise summary.
1. Insurance Breakdown: Select the Show Insurance Breakdown option to display the breakdown of insurance estimates as Insurance 1 and Insurance 2.
2. Edit: Click Edit to update any changes to the treatment plan.
3. Odontogram: Click this option to view the dental odontogram.
4. Re-calculate: Click this option to recalculate and display the fees and insurance estimates.
5. Plan History: Click this option on the treatment plans section to view all changes made to the treatment plan.
6. Add Note: To add any notes to the treatment plan intended for others, click this button.
- To know more about adding notes to a treatment plan and viewing plan history, check out this article.
7. Sort: Click on the Sort icon to sort the Grouped Treatments from Oldest to Newest or Newest to Oldest as preferred.
The sort order of the Treatment Plans will be retained even after the users have navigated away and returned to the treatment planner page.
Right-Click Actions For Treatment Phases
Let's explore the right-click actions on a Treatment Phase.
1. Delete: Click this option to delete the Phase.
Deleting the first or subsequent phase will remove all codes in that phase.
Select Yes on the Warning modal to continue.
Note: Deletion will not proceed if any code in the phase is affected by 'Code Lockout', 'Code Close Out', is 'Linked to a Payment Plan', is an 'Ortho Base Code', or is a 'Claim Raised Code'. |
2. Lock: Click Lock Fee to lock the current fee.
Note: Once locked, clicking the Re-calculate button will not change the currently locked fee.
- Enter the number of Days or the exact specific date to Set the Lock Period.
- Once done, click Lock Fee.
3. Unlock Fee: Click Unlock Fee to unlock the fee.
4. Rename: Click this option to rename the Phase.
- You can rename the phase with alphanumeric or special characters.
- Click Save to update the phase name.
5. Schedule: Click this option to schedule an appointment in the Scheduler with the treatments in the selected Phase.
- Click Book Appointment on the Appointment slide-out to continue.
6. Add to Clipboard: Click this option to add the phase to the Clipboard.
- Review the information on the clipboard item and click Save to Clipboard.
Practices can use this resourceful guide to create a new treatment plan for the patient, add treatments to it, and learn more about related actions on the treatment planner.