Related Training
Creating Treatment Plans Recorded Class
You can create a treatment plan from the patient's Hard Tissue Chart in Planning Mode, or from the Treatment Plans screen. You can also create groups to provide structure and sequence to a proposed course of treatment, enabling you to more efficiently communicate and schedule the plan.
You can access a list of Unmanaged Procedures and add them to a plan, create a pre-authorization claim, print them out, or schedule them directly.
Access a patient's treatment plans from the appointment card, or use the location's treatment plan work list to manage plans and schedule procedures.
From the Hard Tissue Chart
To create a new treatment plan from the patient's chart:
- Select Patient > Clinical > Hard Tissue Chart.
- Under Mode, select Planning. Unmanaged Procedures is displayed by default.
- Click the Plus sign + to create a new plan. The Create New Treatment Plan window is displayed.
- Enter a unique name for the new plan and click OK. The new plan becomes the Current Plan.
- Begin charting by selecting Tooth, Surface, or Region.
- Select the Type of procedure, then the procedure code from the list.
Note: To add additional procedures, click Add Code in the Tools section. - Continue adding procedures to the plan. Each proposed procedure is added as a note in the Clinical Notes section of the left panel and saved automatically with the plan.
To edit a plan from the patient's chart:
- Select Patient > Clinical > Hard Tissue Chart.
- Under Mode, select Planning.
- Select the plan from the Current Plan drop-down list.
Note: Procedures that have been proposed but not added to a plan are found under Unmanaged Procedures. - Click the pencil icon to edit the selected plan. The Viewing Treatment Plan window is displayed.
- Click the pencil icon. The Manage Treatment Plan window is displayed.
- From here, you can rename the plan; select or change the Plan Provider; assign procedures to a group; add a new group and procedures; or re-order, edit, add, or delete procedures from the plan.
Note: You can use the copy iconto add another instance of a procedure to the list.
- Use the Patient Notes field to enter any message about the plan you want to convey to the patient when the treatment plan is printed.
- Click Save Changes.
From the Treatment Plans Window
To create a new treatment plan from the Treatment Plans window:
- From the Patient tab, click Treatment Plans. The patient's treatment plans are displayed.
- Under Actions, click Create New Plan. The Manage Treatment Plan window is displayed.
Note: If procedures have been proposed for the patient but not added to a treatment plan, they appear in the patient's list of Unmanaged Procedures (Treatment Plans > Actions panel), and are displayed here for selection.
- Enter Plan Name, Plan Provider, and Notes to identify the plan.
- Use the Group Name section to create one or more groups and add procedures, to organize the visits in the plan.
- Use the Search to add procedures field to select and add procedures to the plan.
Note: The procedure list that is set as the default is displayed automatically. You can use the drop-down list on the right to select a different list of procedures to search from. See How to Use Multiple Procedure Lists / Fee Schedules for more information.
Note: To change the procedure order, click the Move icon to the left of the procedure. You can click-and-drag the procedure to reorder in the list. - When you have finished, click Create.
Note: Once the treatment plan is created, you can send a pre-authorization claim for one or more of the included procedures. See How to Get Prior Authorization for Treatment Planned Work for more information.
To edit a plan from the patient's Treatment Plans list:
- From the Patient tab, click Treatment Plans. The patient's treatment plans are displayed.
- Select the plan in the list you want to edit. The Viewing Treatment Plan window is displayed.
- Click the pencil icon. The Manage Treatment Plan window is displayed.
- From here, you can:
-Rename the plan
-Assign procedures to a group
-Add a new group and procedures
-Re-order, edit, add, or delete procedures from the plan
-Complete individual procedures by clicking the green checkmark icon
-Complete the procedures and plan as a whole by clicking Complete plan and procedures
Note: You have the option to enable Sensei Cloud's auto posting feature if you want to auto-post charges upon procedure completion. See How to Auto-Post Completed Procedures for more information. - Click Save Changes.
Working with Unmanaged Procedures
When procedures have been proposed for a patient, but not yet scheduled or added to a plan, they are saved in the patient's Unmanaged Procedures list. Use the Manage Treatment Plan window to add them to a plan.
To edit unmanaged procedures:
- Select Patient > Treatment Plans> Unmanaged Procedures. The Edit Unmanaged Procedures window is displayed.
- Click the pencil icon. The details become editable.
- From here you can:
- Search for procedures to add to the list.
- Click the copy iconto add another instance of a procedure to the list.
- Edit Tooth/Quad or Surface details.
- Add an ICD10 diagnosis code.
- Change the fee.
- Mark the procedure as complete (green check) or remove it from the list (red x). - Click Save Changes.
For more information, see How to Access the Location Treatment Plan List or NHS Treatment Planning.
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