Applies from EXACT v12.7 onwards.
On upgrade from EXACT v12.6 or earlier to v12.7 or later, EXACT automatically applies icons to Quick Plans based on the Quick Plan Names.
To configure Quick Plans for use on the Quick Chart Menu
In the Quick Plans tab within the patient Chart tab, right-click a Quick Plan and select Edit:
The Quick Plan Wizard opens for editing:
Quick Plan Name |
Consider naming for convenient sorting within an alphabetical list. |
The Quick Plan will... |
This applies to where a Quick Plan will be inserted within the Course of Treatment in the Chart tab. Your selection controls what will happen when you double-click this Quick Plan in the Quick Chart Menu:
If configured to add to an existing COT, when you double-click it in the Quick Chart Menu, you will see a Where to add quick plan popup:
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Select Graphic |
Click this button to open the Select Graphic window. This functions in the same way as the Services graphic window:
NOTE: Because this is a Quick Plan, no matter which graphic you choose, EXACT will overlay it with the standard Quick Plan icon: "Quick Plan identifier"
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Payor |
Select a Payor to whom this Quick Plan applies. |
Quick Plan Filter Options |
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as an overlay. For example: 