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TidyClinic Guides

How to create a treatment plan

This guide explains how to create a treatment plan for your patients.

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Step 1.

Go to Search patient.

Select the patient you want to create a treatment plan for.

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Step 2.

You will then be taken to their patient EMR page.

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Step 3.

Click the treatment plan tab, and click Create new Treatment plan.

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Step 4.

Click Start treatment.

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Step 5.

This will open a pop up box where you can Create a treatment for a Treatment plan.

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Step 6.

Add the procedures by clicking the blue >.

The number next to each procedure symbolises how many times it has been added.

You will see all selected procedures to the right of the screen.

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Step 7.

Procedures are organised under ‘Stages’. To create a new stage click Add new group.

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Step 8.

To edit and add to a previous stage click the edit icon.

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Step 9.

This will open a pop up box where you can rename the stage. Click Rename group once complete.

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Step 10.

You can add a note to a procedure by clicking the note icon.

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Step 11.

This will open a pop up box where you can enter a note. Click Save once complete.

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Step 12.

Once you have filled in all of the details for the treatment plan, clickCreate project.

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Step 13.

You can now view the treatment plan on the patients EMR page under Treatment plans tab.

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Related Guides

Want to learn more? Check out these related guides

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