Treatment plans and Treatment history are a basis of the medical part of a patient card in Cliniccards. A doctor can plan a preliminary treatment sequence and its cost for a patient on the basis of the data of diagnostics and photographic diagnosis.
A specialist shall follow the sequence of steps to create a treatment plan:
1. Go to the tab treatment plans in the selected patient card.
There are two ways to create a treatment plan available to a specialist in this section:
Click the Create a treatment plan button to open a new form where a specialist creates treatment stages that do not depend on the selected treatment approach.
Click the Create a plan using template button to use already created plan templates as a basis for a new patient treatment plan.
Go to Settings → Other → Treatment plan templates to create treatment plan templates.
A treatment plan template supposes that only stages and their sequence can be planned in advance. Actually, a specialist will have to select an area where the treatment stages will be performed at the dental formula, and then select and assign manipulations from the treatment plan when a treatment plan template is used. Unnecessary treatment stages are just deleted.
2. Open a patient diagnosis data.
A panel containing all images from the patient treatment history is added to Cliniccards to ensure more convenient and precise treatment plan making. Click the button in the bottom right corner to display a panel.
3. Create a new treatment plan stage.
A treatment plan is different from the quick acts because it contains a dental formula and is compulsory divided into the stages that correspond to the actual patient treatment process.
Click the Add a stage button or anywhere on the free space in the treatment plan head to add a new treatment stage.
4. Select a dental formula format.
Click the O button in the upper right corner of the required stage to change a dental formula view in the treatment stage.
5. Add manipulations from the price list.
A treatment plan creation form, including the stages, already created price list and a field with a patient diagnosis data (images, periapical X-ray, OPTG, etc.) are available to a user in the editing mode.
First, a specialist has to click the corresponding areas on the dental formula to activate them. Then assign manipulations for the areas from the price list. Click the appropriate price list item to do so.
6. Add a specialist implementing the treatment stages
If a comprehensive treatment approach is applied, a doctor, who makes a treatment plan, can also plan the treatment stages where other specialists are involved.
The specialist needs to click a doctor icon in the top left corner of a treatment stage and select an appropriate specialist.
7. Assign a treatment plan item discount, if necessary.
If a specialist, who makes a plan, is authorized to assign discounts for patients, he/she can specify a discount in percentage terms for the whole treatment plan or for the individual plan stages when he/she clicks a stage or a plan amount.
A discount can be also assigned for the individual treatment plan stages. To do so, go to Settings → Other → Clinic settings and activate the parameter Assign manipulation discounts in treatment plans. Only a clinic owner can activate this parameter.
Go to Settings → Access rights → access right Discount editing in the treatment plans to assign and edit discounts in the treatment plans.
8. Plan editing
Use the function keys on the left panel to edit a saved plan anytime.
A specialist performing planned manipulations shall check them in a plan during the whole treatment process. Follow the sequence of steps to check a stage or a manipulation:
1. First select a stage or a manipulation in the plan.
You can do it in several ways:
2. When the appropriate price list items are selected, click the Perform button in the right menu.
3. Confirm a manipulation performance status.
In the window for confirming the status of the manipulation, you can change the performer and date, add a clinic mark or diagnosis. Mark done.
4. Create an act of performed works. The image below shows that the performed manipulations become colorless and checked with green.
If a Standard financial model is applied, then an administrator or a clinic head shall manually generate an act of performed works when a doctor performs manipulations provided by a treatment plan:
Specify a person who has generated an act, a date and a clinic mark in the act saving confirmation box. A clinic mark is an affiliate where the works were performed (an affiliate selection parameter is available if a clinic mark function is used).
This is a convenient system for large clinics as it enables additional control over the settlements with patients.
5. Organization of a patient treatment history stage.
The performed manipulations provided by the treatment plan automatically generate patient treatment plan stages. That is why a specialist can go to the tab Treatment History when a manipulation is completed and add a comment containing diagnosis, images, dental panoramic X-ray, CT files, STL-files to update the stage.
Herewith, a clinic owner can deactivate the automatic stage creation function in a treatment history during performance of the manipulations provided by a treatment plan. Go to Settings → Other → Clinic settings and deactivate the slider Create a treatment history stage after a manipulation provided by the treatment plan Is performed to deactivate the function.
Note that all manipulations can be filtered by their status (All, Performed, Not performed and Next scheduled).
The next manipulations shall not be compulsory tagged but it is convenient because:
Select the items you want to plan for the next visits and then click the Plan for the next visit button in the left menu.
Just schedule works in the status confirmation box, they will appear only in a patient treatment plan. Then click the Plan for the next visit button. Or just click the Plan for the next visit button to generate a preliminary act of performed works for your patient that will appear in the tab Finances of a patient card. Information about the act will be available in the report Acts.
Preliminary acts are used to agree a treatment cost with a patient. A preliminary act does not form a debt in the patient's finances.
The treatment plans, as well as other patient documents (agreements, diagnosis and/or treatment consent), shall be signed and stored both printed and in digital format. A digital device shall be first set up. More information on the setting and using the function is available in the section Digital signature device of the Help.
Click the appropriate Digital signature button left of the treatment plan to send a treatment plan to a digital signature device.
Select a device to send a treatment plan for signing from the list of already added devices. Then select a plan to be signed from the list of all patient plans. A treatment plan signing date is obligatory.
When a patient signs a document, a notification telling that a document is signed will be sent to a specialist who has sent the document for signing. A signed treatment plan is available in PDF format in the section Documents of a patient card and marked as Signed on the *Device*.
A doctor can also make several alternative treatment plans. To do so, click the All plans button in the top right corner of the page. A page with all treatment plans available for the patient opens.
Here you can view all already made patient treatment plans, approve one of them as the main one, copy or delete the plans. The main treatment plan always opens by default in the section Treatment plans of a patient card. Click the Gear button next to the plan you want to make the main one and select Mark the plan as approved from the menu.
A Report of Treatment Plans is a very important internal management tool for work with patients as it enables follow-up current treatment stages for every clinic patient.
This report is in Reports → Treatment plans. The report data are based on the manipulations specified in the acts of performed works. You can easily analyze the data in the report by using the filters from the first row of the table.
Use the filter to sort the following parameters:
A group of access rights to the patient treatment plans in clinic in Settings → Access rights includes the following options:
