The Treatment Plan Board is a feature that allows you to find and narrow down suitable treatment plans or alternative treatment plans proposed to patients. You can leverage this feature to monitor treatment plans, add notes, or quickly schedule an appointment for a corresponding treatment.
Watch this video for a concise summary.
Let's get started!
Navigate to the System Menu > select Treatment Plan Board.
- The treatment plans and alternative treatment plans of all patients are available in this grid.
- You can use Quick Filter options such as:
- All Plans
- Plans in Proposed State
- Accepted but not Scheduled
- Plans created this month
- Plans assigned to me
- You can also filter the patients from the grid based on the Treatment Codes by selecting specific Codes.
- Once the codes are selected, click Apply.
| Note: The Codes filter will only search for matching codes from the main treatment plan. |
- You can filter the treatment plans by:
- Patient Name
- Treatment Plan (name)
- Treatment Coordinator
- Providers
- Locations (Users can only view the locations they have access to.)
- Created On (date)
- Tx Plan Status (Treatment Plan Status)
- If a treatment coordinator is not assigned to a treatment plan, it will display as Unassigned.
- To assign a treatment coordinator, click on the drop-down menu and select the required Treatment Coordinator.
Choose a specific date range by clicking on the Created On filter to narrow down treatment plans within the intended time period.
To schedule an appointment with the intended treatment plan,
- Click Schedule on the corresponding entry.
- Choose a Phase or select the required Code(s) based on the requirement.
- If a treatment phase has a time assigned to it, it will auto-populate on the appointment slide-out.
- Click Create Appointment to be redirected to the Scheduler.
- Once booked, appointments will be highlighted in green with the date.
| Note: If all appointments are booked, an information icon will indicate, 'All Codes Scheduled'. |
- To add notes to a treatment plan entry, click +Notes.
- Add the required note, and click Add & Close.
- If a treatment plan has a note attached, click on the Note icon to view the note and its details.
- If an Alternative Treatment Plan is available for a particular plan on the grid, a drop-down icon will appear on the left of the treatment plan.
- Click on the drop-down icon to view the alternative treatment plan(s).
- Click on a treatment plan to view all the information associated with the treatment.
- A pop-up will appear with the treatment plan information and plan status.
- Click Open Plan in New Tab to open the plan in the Treatment Planner.
- You can also choose to Accept Plan or Reject Plan.
- To download the information displayed on the Treatment Plan Board, click Download as CSV.
- Click the Print icon to print a copy of the Treatment Plan Board grid.
Tip: When you Print or Download the Treatment Plan Board grid, only the data relevant to the applied filters will appear. |
Practices can use this comprehensive guide to gain insight on how to effectively utilize the treatment plan board.