WEBVTT

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You can flag a multi-code as a treatment plan

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template, where you can add procedures

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and sort them into visits.

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When you treatment-plan that multi-code,

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the procedures and visits are automatically

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added to the patient’s treatment plan.

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To create a treatment plan template,

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from the Settings menu, select 

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Procedure Codes & Conditions.

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Search for the multi-code name you intend

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to make, to make sure there is no duplicate.

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Click Add Procedure Code.

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Select the code type Multi-code.

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Specify the Code and the Type.

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A Description and Office Code

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are also required.

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Toggle the Tx Plan Template switch to Yes.

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Add procedure codes as needed.

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Search by name or number and select the code.

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Add all your codes

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before sorting them into visits.

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Click Add Visit.

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Drag the procedures into place for each

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of the planned visits.

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The default appointment time for a visit

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is one hour.

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You can adjust the timing of each visit

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as needed.

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You may wish to add this multi-code to your

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list of favorites.

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When you are ready, click Create.

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Your multi-code is now part of the

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Procedure Codes and Conditions list.

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To apply a treatment plan template, for example

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here in Quick Exam, after identifying the

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conditions to be treated, select the multi-code

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from the Treatment Plan options.

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When you are ready to present the treatment

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plan to the patient, open the Treatment Planner.

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The template creates a numbered case.

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Open the case and rename it appropriately.

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Because you are working from a template,

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all the procedures and their visits are already

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laid out in the treatment plan.

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You can move directly to your presentation.