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How to edit a treatment plan

This guide explains how to view, edit, and download a treatment plan. Note: only treatment plans that are drafts can be edited.

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Step 1.

Go to Search patient.

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

Step 2.

You will then be taken to their patient EMR page.

Step 3.

Click the treatment plan tab, and click the binoculars icon next to the treatment plan you want to edit.

This will open an overview of the plan. Click Go to treatment plan.

Step 4.

You can now view the full treatment plan.

To make a treatment plan the active plan for a patient, tick Make active?

Step 5.

To edit the details of the treatment plan, click Edit.

Step 6.

This will open a pop up box where you can Edit a project for your Treatment plan journey.

Once any changes are made, click Save project.

Step 7.

To download the details of the treatment plan, click Download.

Step 8.

This will open a pop up box where you can select the Payment providers.

Click Download.

Step 9.

A treatment plan pdf will look something like this:

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