Manage a Treatment Plan

Review

Navigate to Tools | Treatment Plans | select “Open” from Action drop-down options which opens the Patient Chart | Treatment Plan, 

or navigate directly to Patient Chart | Treatment Plan

Once on Patient Chart | Treatment Plan | select “Start a Review” from Action drop-down options

Steps for Review Tab

Click Treatment Plan Review Decision 

Confirm “Review Date”, select “Complete” or “Close” for the “Review Decision”, enter any desired “Review Details” 

Review Decision = Close

Review Decision = Continue

Clicking OK returns to the “Steps for Review” tab with updated information

Components Tab

If the Review Decision was “Continue”, and the “Yes” radio button was selected 

• Current Problems, Goals, Objectives, and Interventions show [Continuing] in green
• Additional Problems, Goals, Objectives, and Interventions may be added

If the Review Decision was “Continue”, and the “No” radio button was selected

• The "Components" tab will show a warning icon and each component must be edited to add a value for "Review Decision", either "Close" or "Continue"
• Additional Problems, Goals, Objectives, and Interventions may be added

Click on a component name to open an ”Edit” window specific to that component

If “Close” is selected for the component’s Review Decision the name shows [Closing] and the text turns red 

• Select a Close Reason 
• Adjust the Close Date if needed 
• Add any desired text in other fields

If “Close” is selected for the component’s Review Decision, all the ‘child’ components will be closed as well 

Click OK to save update 

If “Continue” is selected for the component’s Review Decision the name shows [Continuing] and the text turns green 

• Add any desired text in other fields 
• Select an option from the bottom choices

Clicking the “Yes” radio button marks the 'parent' component and all of its 'child' components [Continuing] and in green text 

Clicking the “No” radio button marks the 'parent' component [Continuing] and in green text, but the 'child' components require decisions 

• Edit components with warning icons 
• Add problems, goals, objectives, and interventions as desired

Click Save 

Signers Tab 

Edit or add signers as needed 

When the Treatment Plan Review is completed satisfactorily, click Sign & Close which completes the signing of the owner/creator. At this point, any external signers (i.e., patient, guardians, guarantor, and "other signer") who are signing using signing method "On Practice Device" can sign. When all internal signers (i.e., owner, supervisor, and other providers) have signed, an email will be sent to any external signers who are signing using signing method "Via Email/MYIO" or "Via Email", with instructions for signing.

Until all have signed, the Treatment Plan Draft (Review) version shows in the Treatment Plan section of the Patient Chart and in Tools | Treatment Plans

Update

A treatment plan update occurs when, in between reviews, a user needs to 

• Make a change to a treatment plan 
• Update progress on goals and/or objectives 
• Close a treatment plan 

Navigate to Tools | Treatment Plans | select “Open” from Action drop-down options which opens the Patient Chart |Treatment Plan, 

or navigate directly to Patient Chart | Treatment Plan

Once on the Patient Chart | Treatment Plan | select from Action drop-down options 

Start an Update  

Select “Start an Update” from the Action drop-down options 

Update information as necessary in any or all tabs 

When the Treatment Plan Update is completed satisfactorily, click Sign & Close which completes the signing of the owner/creator. At this point, any external signers (i.e., patient, guardians, guarantor, and "other signer") who are signing using signing method "On Practice Device" can sign. When all internal signers (i.e., owner, supervisor, and other providers) have signed, an email will be sent to any external signers who are signing using signing method "Via Email/MYIO" or "Via Email", with instructions for signing.  

Until all have signed, the Treatment Plan Draft (Update) version shows in the Treatment Plan section of the Patient Chart and in Tools | Treatment Plans 

Once signed, the Draft (Update) becomes the new Active version. 

Close Treatment Plan

Select “Start an Update” from the Action drop-down options 

Click Close Treatment Plan

• Edit “Close Date” if needed 
• Select “Close Reason” from drop-down options 
• Enter any desired text in the “Close Details” field 

Update information as necessary in any or all tabs  

When the Treatment Plan Update is completed satisfactorily, click Sign & Close which completes the signing of the owner/creator. At this point, any external signers (i.e., patient, guardians, guarantor, and "other signer") who are signing using signing method "On Practice Device" can sign. When all internal signers (i.e., owner, supervisor, and other providers) have signed, an email will be sent to any external signers who are signing using signing method "Via Email/MYIO" or "Via Email", with instructions for signing.   

Until all have signed, the Treatment Plan Draft (Update) version shows in the Treatment Plan section of the Patient Chart and in Tools | Treatment Plans

Once signed, the Draft (Update) has a "Status" of Closed, and the "Closed Date" and "Closed Reason" remain present.