Add and Preview Treatment Plan Agreements

A Treatment Plan Agreement is a document assigned as an agreement between a patient and a practice for treatment consent. The agreement is essential to the treatment plan, as it ensures that the patient is informed and consents to the proposed treatments before they are administered.

Watch this video for a step-by-step explanation.

Let's explore how to manage treatment plan agreements in CareStack!

Topics Covered

• Add a New Treatment Plan Agreement Template 
• Preview the Treatment Plan Agreement
• Choose Treatment Plan Agreement Template for a Tx Plan
• Set a Default Treatment Plan Agreement

Add a New Treatment Plan Agreement Template

To add a new treatment plan agreement, perform the steps below.

• Navigate to the System Menu > Practice Settings > Clinical > Tx Plan Agreement. 

• Click + Add Agreement.

• Enter the Plan Name.
• Select Yes for the Set as Default Template option to set the new treatment plan agreement as the default.
• Enter the Agreement Content for the treatment plan agreement.
• Click Save.

Preview the Treatment Plan Agreement

To preview the treatment plan agreement for a selected treatment plan, perform the steps below.

• Select the required patient using the Global Search Bar.
• Hover over Clinical > Treatment Planner.

• Select the intended Treatment Plan.
• Click Present Plan > select Preview.

• You can view the treatment plan agreement for the selected treatment plan.

Choose Treatment Plan Agreement Template for a Tx Plan

If you want to edit the treatment plan agreement for the selected treatment plan:

• Click Present Plan > select Present with Fee Details.

• The treatment plan will open up in a new tab. Scroll down to see the treatment plan agreement. 
• To change the treatment plan agreement template, click on the Template dropdown and select the intended template.
• You can make changes to the Tx Plan Agreement as needed.

Set a Default Treatment Plan Agreement

To set a default Treatment Plan Agreement at the Location level, please follow the steps below.

• Navigate to the System Menu > select Practice Settings > Locations > All Locations.

• Click View next to the corresponding location to view its details.

• Select Print Settings.
• The Print Settings page will open with the Tx Plan tab selected by default.
• Click Edit.

To set the default Treatment Plan Agreement at the Location level:

• Select the Location option for the Default Treatment Plan Agreement.
• Select the Location's Default Treatment Plan Agreement from the dropdown.
• Click Save.

Practices can use this quick guide to learn about managing treatment plan agreements in CareStack!