How to create Treatment Plan Templates (Save as Operation)

Overview

Here at Core Practice, you're capable of creating your own treatment operation template so it can be of used automatically. It's definitely a time-saver and being efficient simultaneously.

Steps

1. Go to any of the patient's profile (or a Test Patient) then clicking on the Plan tab.
   
   
2. Click Create Plan, choose the Provider (provider will not be saved as part of the template) and then Create Plan to save it.
   
   
3. After adding the treatment items, go to the proposed plan and click the Three dots and select Save as operation. Enter the operation Name, Code and a Description is optional.
   
   
4. Once all done, click the Operation tab and you will see the template that you just added. Select Apply and Generate Plan to use it for future usage.

Note: The newly created treatment plan template(s) can be applied to all patients and the prices will reflect as the patient's fee level.

We force you to select a fund before saving the template as an Operation.
This means that you are making sure you provide the correct pricing whether the patient may or may not have a health fund.

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!