Create and Manage Custom Plan Presets

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.