Accepting Treatment Plans

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New Treatment Plans are automatically set with a Status of None. This should change - manually or automatically - throughout the course of the plan. 

When a patient verbally accepts a Treatment Plan or the automated settings are not activated, manually change the status to ensure correct reporting. 

  1. Go to Patient Records > Treatment Plan tab

  2. Select the accepted plan from the Date drop list

  3. Change the Status to Accepted

 

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