• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Universal Office Help Centre

Practice Management - HCAI, MVA, EHC, WSIB - Antibex Software

 
  • Knowledgebase
  • Videos
  • Updates
Home

Create and Manage Custom Plan Presets

July 26, 2016 by Daniel Dellapenta

  1. Home
  2. Templates and Presets

In this article:

  • Create a Custom Plan Preset
  • Edit a Custom Plan Preset
  • Delete a Custom Plan Preset
  • Deactivate a Custom Plan Preset
  • Reactivate a Custom Plan Preset

This article will help you create treatment plan presets that can speed up the process of creating treatment plans for private, EHC, WSIB, MVA, and Slip and Fall cases. These presets define typical services, products, subtotal and total dollar amount of treatment plan, and treatment duration. When you create a treatment plan based on a preset, the preset will pre-populate the contents of the Treatment Plan form with the content from the preset, allowing you to make changes to and complete your plans faster.

To perform the following procedures, open the Preset Manager.

Create a Custom Plan Preset

  1. Select the Plans preset type in the list on the left of the screen.
  2. Click [New Preset] on the toolbar.
  3. Enter a Preset Name and make sure its Status is set to Active.
  4. Select a type from the Plan Type list and enter a Plan Name.
  5. List one or more providers in the providers table and enter the Duration in weeks for the plan.
    Tip: Check the PP box beside the primary provider to identify the lead therapist.
  6. Add one or more services to the services and products table, identifying the provider for each service under the PR column, and specifying a quantity (Qty) per service.
    Tip: Optionally, you can enter comments.
  7. Click Save & Close.

Edit a Custom Plan Preset

  1. Select the Plans preset type in the list on the left of the screen.
  2. Double click on a custom plan preset name in the list on the right.
  3. Make changes to the custom plan preset contents.
    Note: The Preset Name cannot be changed.
  4. Click Save & Close.

Delete a Custom Plan Preset

  1. Select the Custom Plans preset type in the list on the left of the screen.
  2. From the list on the right, select the preset you want to delete.
  3. Click [Delete Preset] on the toolbar.
  4. Click Yes when prompted.

Deactivate a Custom Plan Preset

  1. Select the Custom Plans preset type in the list on the left of the screen.
  2. Double click on an active custom plan preset in the list on the right.
  3. Change its Status to Inactive.
  4. Click Save & Close.

Reactivate a Custom Plan Preset

  1. Select the Custom Plans preset type in the list on your left.
  2. Double click on an inactive custom plan preset in the list on the right.
  3. Change its Status to Active.
  4. Click Save & Close.

Was this article helpful?

Yes No

Related Articles

  • Download Document Templates from TX Forms Library
    • 1
  • Create and Manage Text Editor Templates
    • 0
  • Create and Manage Claim Form Presets
    • 0
  • Create and Manage Fax Comment Presets
    • 0
  • Create and Manage Injury Preset Lists
    • 0
  • Create and Manage Invoice Comment Presets
    • 0

Primary Sidebar

Article Index

alerts appointment book appointment status assessment billing charges claim form correspondence ebroadcast eclaims ehc email extended health hcai health practitioner insurance company invoice mig motor vehicle accident mva ocf ocf 3 ocf 18 ocf 21 ocf 23 ohip patient case preset provider reminders schedule service code slip & fall sms soap notes telus eclaims telus health telus health eclaims template text message treatment and assessment plan treatment confirmation form treatment plan wsib wsib eservices

Footer

  • Knowledgebase
  • Software Updates
  • Glossary
  • Bulletin
  • Contact
© 2022 Antibex Computer Software, Inc. All Rights Reserved.