Part 1: Getting Started
- Create a new template, instructions HERE
- Create a new plan, instructions HERE
- Edit an existing template/plan, instructions HERE
Part 2: Editing the Template or Care Plan
- Assign a patient to the plan (not applicable for templates)
- Complete adding in the total # of visits, add Services & Products, Units, and Actual Fees
- Discount Rules: Select Discounting Rules for each service/product, these should all be set at "Full Fee"
- When finished, click the [Calculate Care Plan] button at the top and bottom of the page
Part 3: The Calculator Settings
The page will be refreshed, and the plan preview is displayed. On the left:
- Select the "Service & Product Settings" section to open it
- Turn OFF the Payment Plan slider - leave Actual Fees ON
- Click the [Calculate Plan] button at the top of the page
Part 4: Additional Calculator Settings
The page will be refreshed with the updates. On the left:
- Select the "Payment Option Settings" section to open it
- Turn OFF all Payment Option sliders
- Click the [Calculate Plan] button at the top of the page
Part 5: The updated care plan/template will load listing out the services/products along with the total
When completed, click the View & Print Care Plan button (not applicable to templates) to print the plan→click on the [logo] at the top left corner of the document.