Editing treatment plans

You can edit a patient's custom treatment plan.

Important: If you modify the procedures in a treatment plan that has already been approved, you will require faculty approval and patient consent again.

Note: If necessary, you can delete a treatment plan.

To edit a treatment plan

How to get there

Use the Patient Search field to access a patient's record.

Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
- You can include inactive patients in the search results by setting the Include inactive patients toggle to On.
Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.
Complete one of the following:
- From the Patient Information ribbon, clicktap the Tx Planner link.
- From the Patient menu, under Clinical, clicktap Treatment Planner.
- From the Patient menu, under General, clicktap Overview.
  
  The patient's Overview page displays.
  
  Click Tap the Treatment Plan widget.
The patient's clinical record displays with the Tx Planner tab selected.

On the Treatment Planner tab of a patient's clinical record, review the categories and listed treatment plans.
Select a listed case.
Complete any of the following:
- Modify the case name or phase.
  1. Click Tap the icon to display the Edit Case name window.
  2. Modify the fields as necessary and clicktap Save.
    - Phase - From the drop-down list, select Urgent, Control, Re-Evaluation, Definitive, or Maintenance.
      
      Note: The selected option displays in square brackets before the case name in several places throughout Ascend Academic. It classifies the various phases of work and allows you to discern between treatments that are urgent and those that are maintenance.
    - Name - Enter a name for the case.
- Change the case status.
- Edit a procedure.
- Move or copy procedures to a different case.
  Note: Moved procedures no longer display in the original case. Copied procedures display in both cases.
  1. Complete any of the following:
    - Move or copy the procedure(s) to a new case.
      
      Select the procedure checkbox(es) and clicktap Move/Copy To.
      
      If copying the procedure(s), select the Create a copy checkbox.
      
      Click Tap New Case.
      
      When prompted with the Select Case window, set the Phase and Name as necessary and clicktap Save.
      
      The new case displays in the list and the status is set to Draft.
      
      Tip: If necessary, you can clicktap Skip to close the Select phase window. If skipped, a case name is auto-generated and [ ] displays in place of a phase.
    - Move the procedure(s) to an existing case.
      
      Click Tap and drag the procedure to another case in Draft or Pending Faculty Approval status or select the procedure checkbox, clicktap Move/Copy To, hover over Cases, and select a listed case.
      
      Tip: If moving multiple procedures, select the checkbox next to each applicable procedure, then clicktap and drag or select a listed case.
    - Copy the procedure(s) to an existing case.
      
      Select the procedure checkbox(es) and clicktap Move/Copy To.
      
      Select the Create a copy checkbox, hover over Cases, and select a listed case.
- Copy a case.
  1. Click Tap the icon of an existing case.
    
    If copied successfully, all visits, procedures, expiration dates, and other information are copied to the new case.
    
    Notes:
    - You can clicktap Skip to close the Select phase window. If skipped, a case name is auto-generated and [ ] displays in place of a phase.
    - Linked appointments and related appointments are not copied.
    - If you try to copy a case with procedures that are in progress or completed, an error displays.
    The new case displays in the list and the Status is set to Draft.
- Modify the case visits.
  1. Complete any of the following:
    - To create a new visit, clicktap and drag a procedure to the Drag procedure to create new visit section.
    - To add a procedure to an existing visit, clicktap and drag the procedure to the correct visit.
    - To adjust the order of a visit's list of procedures, clicktap and drag each procedure as necessary.
    - To change a visit's duration, clicktap the Duration field and select an option from the drop-down list.
- Specify the case expiration date.
  1. Click Tap the Expiration field.
  2. Complete one of the following:
    - To set the expiration date to the last date of this year, select End of the Year .
    - To set a specific expiration date, select Specific Date, set the date, and clicktap Done.
  3. (Optional) To show the expiration date when printing or presenting the case, select the Show on printout and preview checkbox.
- Add or modify notes.
  1. Click Tap the Note field and enter or modify a note as necessary.
  2. (Optional) To display the note when printing or presenting the case, select the Show on printout and preview checkbox.
- Update the fee schedule for the procedures.
  Important: You must have the Update plan total fee security right to update the fee schedule.
  1. If procedures on the treatment plan require fee updates, clicktap the Update to: <xxx.xx> link to update the fee schedule for all procedures on the treatment plan.
    
    Tip: Only procedures that require fee updates are modified.
    
    Example: A treatment plan contains three procedures that are set at $50, $70, and $80 to total $200, and the fee schedule was updated so that the fees are now $60, $70, and $100. A link to update the plan total to $230 displays. Once clickedtapped, the fees for the individual procedures are updated.
    
    Notes:
    - Plans set to Completed or Rejected status do not display the link.
    - Approved plans will require approval again. Plans set to Accepted status will move back to Pending Patient Consent status.

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