How to Access the Location Treatment Plan List

You can view a list of Treatment Plans for your location to identify patient treatment plans with unscheduled work, so you can schedule the work or update the plans. This list is based on patients who have this location selected as their Preferred Location in the Patient Record.

For more information, see How to Create or Edit a Patient Treatment Plan or NHS Treatment Planning.

To view Treatment Plans for a location:

1. From the Location tab, select Appt Worklists > Treatment Plan List.
2. Use the search filters to refine the list by patient name (Search Plans) or procedures (Search Procedures). Locations in the UK can also filter by Associated NHS provider.
   Note: Select Hide Pts with Appts to refine the list to plans with procedures to be scheduled, or select Only plans needing completion to display plans for which all procedures have been completed, so you can mark the plans Completed and claim UDAs (UK NHS).
3. Click a line item to display more information or add a note.
   
4. Click Schedule Appointment to create an appointment for the procedures in the plan.
5. Click Manage Treatment Plan to view and edit details.
   
6. From the Viewing Treatment Plan window, you can select procedures and:
   - Schedule selected procedures.
   - Print selected procedures.
   Note: For NHS courses of treatment, the entire plan is printed to accurately reflect the associated band charge and NHS fee.
   - Click Send Pre-Auth to create a claim and request pre-authorization. See How to Get Prior Authorization for Treatment Planned Work for more information.
   - Schedule or print the Group procedures.
   - Post charges, if applicable.
   - Mark the plan and procedures as complete.
   Note: You can auto-post charges upon procedure completion if you enable Sensei Cloud's auto posting settings. See How to Auto-Post Completed Procedures for more information.
   - Click Reject Plan. You are prompted to confirm this action.
   Note: Locations in the UK must click Save Changes before taking plan-level actions.

Note: To access a treatment plan from the Patient tab, select Treatment Plans. A list of the patient's treatment plans is displayed.

Printing the Treatment Plan List

To print a list of treatment plans:

1. If applicable, use the search filters or select the Hide Pts with Appts or Only plans needing completion options to refine the list.
   Note: Click on the column headings to sort the list. The selected sort order will be reflected in the printed report.
2. Under Actions, select Print Treatment Plan Work List. A preview of the list is generated, including the patient name, plan name, next appointment date, time, and location, if applicable, and total fee. 
3. You can adjust the settings, save as a .PDF file, or print a hard copy.

Sample Report