Creating a Quick Plan

To Create a Quick Plan

1. Create the Course of Treatment to be used as a template.
2. In the patient Chart tab, locate the Quick Plans tab and click its +1 button to open the Add Quick Plan wizard:

   

3. Type a Quick Plan name that clearly describes the plan. For example: Exam-Med, Xray-Amal, Filling.
4. Select whether the plan will
   • Create a new Course of Treatment (in which case a payor must be selected) or
   • Will add to an existing course of treatment.

   And specify a Payor if required by this selection.

5. If you are likely to have lots of Quick Plans, you can specify a Provider and/or Type of Quick Plan, so that they are easier to locate and manage.
6. Click OK to save the plan.
7. The new Quick Plan will be listed in the Quick Plans tab:

   

8. To use the Quick Plan, double-click on it to create a course or add it to an existing course, depending on the type.
9. Service items and/or appointments can then be added or removed as required.