New enhancements to treatment plans

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  • Updated 3 years ago
In Front Desk 16.9.3 we've introduced a new way for users to quickly view what stage of a treatment plan a patient is at, as well as seeing how many treatments have been billed in the current calendar year. 

Once the treatment plan is setup from the Billing Details tab, the Current Treatments and Calendar Year fields will automatically update when the patient is billed.

This information can also be viewed by hovering the mouse over the appointment on the Appointment Book.

We hope that this enhancement will help to manage treatments provided on EPC programs a little easier. 
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Timothy, Business Care Manager

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Posted 4 years ago

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Clinic Manager DM

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This is there an option to manually override the calendar year field when you first enter client details? 
In a psychology clinic, some clients have previously used sessions on a mental health plan elsewhere and therefore when they begin treatment may be up to their 4th/7th session in the calendar year - ideally we need to be able to enter this in calendar year field or the calendar year tracking will not be accurate.