Treatment Plan and Phases are the two structural elements in CareStack to organise your treatment. Treatment Plans can be divided into multiple plans based on different criteria such as diagnosis, tooth, area, quadrant, provider or specialist, and appointment status (recommended, alternative, or required). You can use predefined plans with standard names and statuses or create custom plans with names and statuses.
Within these treatment plans, you can create Phases to further organise treatments. Phases are sub-groups within a plan and are automatically numbered sequentially, although they can be renamed as needed.
Watch this video for a concise summary.
Topics Covered
- Add Treatments to Phases
- Drag and Drop Option to Create a New Phase
- Rearrange the Treatment Phase Order
- Right-Click Actions on a Phase
Add Treatments to Phases
To add treatment plans to phases, perform the steps below.
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Treatment Planner.
Add New Treatments to a Phase
- Select the Phase from the left.
- Click + Add Code.
On the Add Treatment slide-out:
- The Location and Provider will be auto-populated. You can change them as needed.
- Select the required Conditions, Treatments, or Explosion Codes.
- Once done, click Add to Treatment.
Add Treatment(s) from One Phase to Another
- Right-click on the existing procedure code(s) to open the pop-up menu.
- Click Add to Phase.
- Click Create New Phase or select an existing phase.
- Click on the Sort icon to sort the Grouped Treatments from Oldest to Newest or Newest to Oldest as preferred.
- The sort order of the Treatment Plans will be retained even after the users have navigated away and returned to the treatment planner page.
Drag and Drop Option to Create a New Phase
To create a new phase with a drag and a drop:
Click the + New Phase on the required treatment plan.
Drag and Drop the Treatment Code to the newly created phase or an existing phase.
Rearrange the Treatment Phase Order
Treatments within the same phase can be reordered. To arrange them by tooth number, cost, or other criteria, use the drag-and-drop feature.
| Note: Utilise treatment plans and phases to manage and organise patient treatments efficiently and to ensure clarity and structure throughout the process. |
- Click the handle icon of the treatment you want to move.
- Drag it to the desired position and release.
Right-Click Actions on a Phase
Let's explore the right-click actions on a treatment phase.
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Delete: Click this option to delete the phase. Deleting the first or subsequent phase will remove all codes in that phase.
- Select Yes on the Warning modal to continue.
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Lock and Unlock Fee: Click Lock Fee to lock the current fees. Once locked, recalculation will not change the current locked fee.
- Enter the number of Days or the exact specific date to Set the Lock Period.
- Once done, click Lock Fee.
- To unlock the locked fee, click Unlock Fee.
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Assign Time: Click this option to assign a phase time.
- Enter the Time in Hours and exact Minutes.
The assigned Phase Time will be displayed on the Treatment Plan Print.
Note: The Assigned Time will only be displayed on the Treatment Plan Print if it is enabled in the Practice Settings > Locations > Print Settings > Tx Plan > select 'Yes' for Show Phase Timing. |
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Rename: Click this option to rename the phase.
- You can rename the phase with alphanumeric or special characters.
- Click Save to update the phase name.
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Schedule: Click this option to schedule an appointment in the Scheduler with the treatments in the selected phase.
- Click Book Appointment on the Appointment slide-out to continue.
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Add to Clipboard: Click this option to add the phase to the clipboard.
- Review the information on the clipboard and click Save to Clipboard.
Practices can use this simple guide to quickly learn about phases in treatment planning.