The Ortho Treatment Planner in CareStack helps teams create, organize, and present treatment plans efficiently in one place.
Topics Covered
Add a Treatment Plan to a Patient's Profile
Let's explore how to add a treatment plan to a patient.
- Search for the intended patient using the Global Search Bar.
- Hover over Ortho > select Treatment Planner.
- Click +New Group at the center or on the top left to create a new group.
- A group is created to manage a variety of plans aligned with the patient’s needs.
A new group will be created with the group name set as the date of creation of the group.
- Click the pencil icon to update the group name.
- Click +Add Plan to add a plan to the same group with different treatment options.
- Search for or select the required treatment plan template from the drop-down.
- The Plan Details will be displayed on the right, with all template information automatically populated.
- You can edit the information, as required.
- Once done, click Save.
| Note: Click +Add Plan to add multiple treatment plans. |
Once the plan is finalized,
- Click Present at the top right or, click on the Present Treatment Plan icon to present the plan to a patient.
- Click here to learn all about presenting a treatment plan to a patient.
- Click Reject to reject the plan.
- The plan will be removed from the treatment planner.
- Click Accept to accept the plan.
- In the confirmation modal that appears, click Yes to confirm.
- Select the desired Contract.
- Click Sign Agreement.
- On the Orthodontics Treatment Agreement that opens up, click Add Signature.
- Draw the signature.
- Click Add.
- Click Save or Save & Print, as needed.
- Click +Create Case to create a new case.
- Click the Status History icon icon to view the treatment plan history.
- Click the Delete icon to delete the Ortho Plan.
- Click Edit to make any changes to the Ortho Plan.
Present the Plan to the Patient
To present the plan to a patient,
- Click the Present Plan icon.
- Choose whether to Present with Insurance or Present without Insurance, as needed.
- The treatment plan opens in a detailed view, where you can review the plan with the patient and make real-time adjustments before finalizing it.
- On the left side of the page, you can view the available Treatment Options.
- Select the desired treatment option.
- You can view the corresponding treatment fee on the right.
- At the top of the main panel, you can verify the plan Ortho Plan Template Name and Description
- On the top right side of the main panel, you can view the Net Treatment Fee.
- Below the header, you can view the the information such as the Orthodontist, Treatment Coordinator and Treatment Duration.
- Payment Options: Here you can view the Contracts added to the template.
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Note:
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- If Live Customization is enabled for the contract,
- Use the sliders and input fields to modify values such as down payment, monthly payment, or number of installments.
- Use the lock option to lock a particular field.
- Locking a field prevents the value from changing while other fields adjust automatically to maintain balance.
- Select Send to Patient to share the treatment plan to the patient's portal.
- Select Accept Treatment & Sign to accept the treatment plan.
- On the Orthodontics Treatment Agreement that opens up, click Add Signature.
- Draw the signature.
- Click Add.
- Click Save or Save & Print, as needed.
Practices can use this simple guide to learn about presenting a treatment plan to a patient.