Assigning Quick Plans to the Quick Chart Menu

Quick Plans are custom collections of services that can be applied in the same way as services.

If you have recently upgraded from a pre-v12.7 version of EXACT you will notice that the Quick Plans now have icons. These are assigned based on the Quick Plan names, but they are easily customised.. All Quick Plan icons have an identifiable overlay: . For example:

Copy from another Provider?

Rather than set up from scratch you can optionally copy an existing Quick Chart Menu (including Quick Plans) from another Provider. See Copying Quick Chart Menus between Providers

To assign Quick Plans in the Quick Chart Menu

1. In the Patients screen, select a patient and select the Chart tab.
2. Hover your mouse cursor over the chart to display the blank (unconfigured) Quick Chart:

   

3. Right-click the Quick Chart to display a pop-up menu, and then select Configure:

   

   The Configure Quick Chart Menu window displays.

4. Click the Quick Plans tab to display Quick Plan options:

   

   Notice that in the Quick Chart Menu template the Treatment area is now selected and ready to be populated. The procedure will be to drag Service icons from the tab at right into the available spaces on this menu at left.

   If you have recently upgraded from a pre-v12.7 version of EXACT you will notice that the Quick Plans now have icons. These are assigned based on the Quick Plan names, but they are easily customised.. All Quick Plan icons have an identifiable overlay: . For example:

   

5. Would it speed configuration if you copied another Provider's Quick Chart? Or would it help to standardise charting in your practice?

   This is possible by means of the Copy From and Copy To buttons. See this procedure: Copying Quick Chart Menus between Providers

6. How large a Treatment menu do you need?

   Simply drag from the corner of the highlighted squares to resize the menu. See this procedure for more details: Resizing the Quick Chart Menu grid.

7. How many Quick Plans do you have in the available list? If too many to see at once, optionally sort the Quick Plan tab list by different means:
   • By Provider
   • By Type
   • By column header in the table

     
     

8. Drag Quick Plans onto the Treatment menu.

   
   

   You can mix Services and Quick Plans on the Quick Chart Menu:

   
   

   Simply drag icons over existing icons to replace them: