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.
- Go to any of the patient's profile (or a Test Patient) then clicking on the Plan tab.
- Click Create Plan, choose the Provider (provider will not be saved as part of the template) and then Create Plan to save it.
- 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.
- 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!