Ortho Treatment Plan Templates are designed to help practices save time by reusing standardized Ortho treatment plans with predefined details. Let's explore how to create an Ortho treatment plan template.
Let's get started!
To access the ortho treatment plan templates,
- Navigate to the System Menu > select Practice Settings > Ortho > Ortho Plan Templates.
- The grid displays the existing ortho treatment plan templates.
To create a new ortho treatment plan template,
- Click +Add New.
In the Plan Details section,
- Ortho Plan: Enter the treatment plan name.
- Plan Color: Select the treatment color.
- Plan Description: Enter the plan description, if any.
- Treatment Duration: Enter the treatment plan duration in month(s).
- Visit Count: Enter the treatment plan visit count.
- Allowed locations: Select the allowed locations from the drop-down.
- Plan Status: Select the plan status as Active or Inactive.
In the Treatment Codes section,
- Fee Schedule: Select the desired fee schedule from the drop-down.
- To add a new code, click +Add Code.
- The Description and the Amount will be auto-populated. You can modify it as required.
In the Treatment Fee section,
- Net Treatment Fee will be auto-populated.
In the Payment Contracts section,
- You can add the contract details.
- Payment Method: You can select one of the two options:
- Pay in Full: The patient pays the full amount at once.
- Payment Plan: The amount is split into multiple payments (additional fields will appear when selected).
- Contract Name: Enter a name for the contract.
- Contract Value: The total value of the contract will be auto-populated.
- Discount: Apply a discount in percentage (%) or dollar value($), as required.
- When you enter one value, the other field auto-populates accordingly.
- Estimated Insurance Payable: This amount is auto-calculated if insurance is involved.
- Patient Payable: Displays how much the patient owes after insurance and discounts are applied.
If Payment Plan is selected as the payment method, you can view additional fields such as,
- Down Payment: Enter the upfront payment from the patient.
- Total Financed Amount: Displays the auto-calculated value based on contract value minus down payment.
- APR: Enter the interest percentage, if applicable.
- Contracted Amount: Displays the final contract amount.
- Payment Frequency: Select the payment frequency. The available options are Weekly, Monthly, Quarterly, Half Yearly, Yearly and Bi- Weekly.
- Periodic Pay. Amt. : Enter the amount to be paid per interval. This will be auto-populated based on the payment frequency and no: of payments.
- No. of Payments: Enter the total number of payment installments.
- Live Customization: Enable/disable to customize payment flow dynamically.
- When enabled, users can adjust financial values directly while presenting to the patient.
- The following fields appear so you can set limits for these adjustments:
- Min. Down Payment: Enter the lowest allowed upfront amount a patient must pay.
- Max. No. of Payment: Enter the maximum number of payments that can be done.
- Click Delete Contract to remove the contract, if needed.
- Click '+' to add more contracts in the same plan.
- After entering all necessary details, click Save Template to finalize the contract.
Practices can use this simple guide to learn all about creating an ortho treatment plan template.