How to Access the Location Treatment Plan List

You can view a list of Treatment Plans for your location or all locations to identify patient treatment plans with unscheduled work, so you can schedule the work or update the plans. The Location tab 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 or All Locations tab, select Appt Worklists > Treatment Plan List.
2. Use the items under Filter List to further refine the the list:
   -- Type in the search field to refine the list by patient name (Search Plans). 
   -- Use the Plans including option to filter the list by associated procedures.
   -- Use the Plans for option to filter to specific providers.
   -- Use the Plans created option to filter to a specific date range of plans (e.g., Last 90 Days).
   -- Use the Plans that are option to filter to specific treatment plan statuses.
   -- Select Hide Pts with Appts to refine the list to plans with procedures to be scheduled.
   -- 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).
   -- Use the Manage List View cog icon to display the Select Columns to Show window and select which columns to include in the list.
   Note: You can also reorder the columns in the list using the icon. Be sure to click Save to apply the changes to the list.
3. Click a line item to display more information or add a note.
   
   Note: 
   -- When you submit a pre-authorization claim through Sensei Cloud, the Treatment Plan List automatically updates the new Pre-Auth Sent column to Yes. There are additional Pre-Auth details when the treatment plan line item is expanded.
   -- The Pre-Auth Sent option is automatically selected when Sensei Cloud is used to send a pre-auth claim, and the Claim Number and Sent On Date are recorded.  However, you can deselect the option (e.g., if you need to re-send the claim, etc.). 
   -- If you obtain pre-authorization through a method other than Sensei Cloud (i.e., telephone or fax), you can manually select the Pre-Auth Sent checkbox to change the status to Yes. You can also manually deselect this option to change the status to No if needed. Note: Additional details are not included when the Pre-Auth Sent option is selected manually.
   -- When there are multiple pre-auth claims sent for a treatment plan, (e.g., a phased or staged plan with distinct pieces of treatment), there is still only a single Pre-Auth Sent indicator for the treatment plan. The associated details for the most recent pre-auth claim are displayed. 
4. Click Schedule Appointment to create an appointment for the procedures in the plan.
5. Click Manage Treatment Plan to view and edit details. The Viewing Treatment Plan window is displayed.
   
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.
   - Add a signature to the plan. See How to Digitally Capture Signatures for Treatment Plans, Payment Plans, and Contracts for more information.

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 Current View. A preview of the list is generated, including the patient name, plan name, provider, next appointment date, time, and location, if applicable, created date of the plan, and total fee. 
3. You can adjust the settings, save as a .PDF file, or print a hard copy.

Sample Report