You can flag a multi-code as a treatment plan
template, where you can add procedures
and sort them into visits.
When you treatment-plan that multi-code,
the procedures and visits are automatically
added to the patient’s treatment plan.
To create a treatment plan template,
from the Settings menu, select
Procedure Codes & Conditions.
Search for the multi-code name you intend
to make, to make sure there is no duplicate.
Click Add Procedure Code.
Select the code type Multi-code.
Specify the Code and the Type.
A Description and Office Code
are also required.
Toggle the Tx Plan Template switch to Yes.
Add procedure codes as needed.
Search by name or number and select the code.
Add all your codes
before sorting them into visits.
Click Add Visit.
Drag the procedures into place for each
of the planned visits.
The default appointment time for a visit
is one hour.
You can adjust the timing of each visit
as needed.
You may wish to add this multi-code to your
list of favorites.
When you are ready, click Create.
Your multi-code is now part of the
Procedure Codes and Conditions list.
To apply a treatment plan template, for example
here in Quick Exam, after identifying the
conditions to be treated, select the multi-code
from the Treatment Plan options.
When you are ready to present the treatment
plan to the patient, open the Treatment Planner.
The template creates a numbered case.
Open the case and rename it appropriately.
Because you are working from a template,
all the procedures and their visits are already
laid out in the treatment plan.
You can move directly to your presentation.