Care Plan Calculator® System (Forecasting Care)

[Start Here] On-Demand Video Training: Care Plan Calculator System

The Care Plan Calculator allows you to create various customized financial plans that will help you increase patient enrollment and retention.

Setup: Care Plan Calculator® System

[CPC] or Care Plan Calculator® System setup allows you to customize the plans settings that will carry over to your customized plans and templates.

Setup: How do I access the Care Plan Calculator® System Setup?

Setup: How do I determine my Target Collection Level™ (TCL)?

In order to stay profitable when using the Care Plan Calculator® System, you need to determine your Target Collection Level (TCL)

Care Plan Calculator ®: The Concept of Template Care Plans and How To Make Copies of Them

We highly recommend creating templates for your most commonly offered and used care plans. Rather than "re-inventing the wheel" each time you're ready to enroll someone into care, make a copy of a template and save time!

Add New Plan: How do I create a plan/template with insurance?

Manage Plans: Related Articles: Care Plan Calculator®

Discounts: How do the Care Plan Calculator® payment options discounts work? (detailed)

Care Plan Calculator: Round Recurring Dollar - Explained

Have you noticed when using the rounding feature on care plans in version 5 versus version 6 that the numbers are off by a few cents? Watch this short video to understand why.

Manage Plans: Where do I edit a previously saved care plan/template?

CHUSA: Can I see some examples of using the Care Plan Calculator® System with CHUSA discounts?

CHUSA Plans: How do I make a care plan/template using ChiroHealthUSA & the Care Plan Calculator

Compliant plans with the Care Plan Calculator PLUS compliant discounts with ChrioHealthUSA will allow you to increase patient loyalty, skyrocket cash collections and help you to make affordable - professional care plans that patients say YES to!

CHUSA: How do I enter my ChiroHealthUSA® Discount Schedule into the Care Plan Calculator® System?

CPC: What is the Visit Allocator?

The Visit Allocator [VA] tool is used to estimate which services you're providing on which visit. This is very important to use when creating plans that incorporate insured and non-insured visits. When applying discounts to non-insured visits you want to ensure that the discount rules you defined are being applied properly. You're also able to print out the VA so that you can see the patient's balance due at any point in time and/or to help keep the patient visits on track manually. The tool does NOT record or track the visits in real-time, that's something that your EHR will do.

Tools: How do I use the Insurance Visit Estimator™?

Add New Plan: How do I make a month-to-month wellness plan? (Detailed Steps with Pictures)

Add New Plan: How do I make a month-to-month wellness plan?

Add New Plan: How do I create a new care plan? (Detailed Steps with Pictures)

In this article, you will learn how to make a plan using the Care Plan Calculator® System. Please watch our on-demand training videos OR view the detailed written instructional steps below. The images below are for demonstration purposes only and not a recommendation of what fees you charge, what your discounts should be, or what your treatment plans should be.

Manage Plans: How do I edit a previously saved care plan/template? (Detailed)

Manage Plans: How do I print my care plans?

Add New Plan: How do I create a Block of Service?

Plan Settings: How do I add a Credit/Balance to a plan?

Plan Settings: How do I customize the Title of a care plan?

Plan Settings: How do I add another person to an existing plan?

Plan Settings: How do I assign a client to an existing care plan? V6

Manage Plans: How do I delete multiple care plans/templates?

Manage Plans: How do I archive a care plan/template?

Manage Plans: How do I access archived care plans/templates?

Manage Plans: How do I archive multiple care plans/templates?

Manage Plans: How do I access my care plans/templates?

Learn how to search for Care Plans and Templates as well as view the history of emailed Care Plans.

Plan Settings: Why can't I add more fields for services on care plans?

Manage Plans: How do I delete a care plan/template?

Auto-Debit: How do I enroll a patient/ set up an auto-debit from a care plan?

Manage Plans: How do I make a copy of a plan/template?

Add New Plan: How do I create a new care plan? (Detailed Steps)

Office Management: What if the patient does not have or does not want to leave a credit card or bank account on file?

Office Management: What if the patient stops, we prorate the account and they owe money. How do we collect it?

Office Management: What happens if a patient quits before they finish a plan?

Plan Settings: What is the difference between a Corrective Care & Wellness Care Plan?

Payment Options: Why are there three payment options instead of just a prepay option?

Plan Settings: How are the care plans discounts applied?

Legal: Have the Care Plans been reviewed by the California Department of Managed Care?

Legal: What are the California State Board of Chiropractic Examiners requirements?

Legal: Are the care plans legal in California?

Legal: Are the care plans created by the Care Plan Calculator® System legal?

Plan Settings: Can I enter any number of months I want for a care plan?

Discounts: What is the Target Collection Level™ (TCL)?

Manage Plans: I click the [More] button, but the Care Plan will not open?

Setup: Can I use my own logo on my care plans?

System: What is the Care Plan Calculator® System?

CHUSA: What is ChiroHealthUSA® and why should I use it with my Cash Practice® Membership?

Compliant discounts plus compliant care plans make it easy for patients to stay under care!

CHUSA: How do I enroll in ChiroHealthUSA®?

Cash Practice® Systems provides the Care Plan Calculator® for compliant financial plans and the Auto-Debit System® for compliant payment processing. We've partnered with ChiroHealthUSA® (CHUSA) so that you can provide legal discounts for non-covered (insured) services. There is NO cost to the clinic to belong to the ChiroHealthUSA Provider Network & it's easy to join!

Templates: How do I use a Template?

Templates: How do I search for my Template(s)?

Templates: How do I edit an existing Template?

Templates: How do I add a new Template?

We highly recommend creating a variety of care plan templates for your most common plan types. When you're ready to use the template you simply access it, customize for your patient and print it! You'll love how much time you'll be saving by using pre-made templates.

Manage Plans: How do I copy an existing plan as a template?

Announcement: [March 2020] Care Plan Calculator Version 6 Demonstration

A demonstration for Beta Testers of version 6 of the NEW Care Plan Calculator

[VIDEO] Financial Care Plans for Pediatric Patients, Featuring: Dr. Tony Ebel

Plans: How to present care plans to your clients

Once you have created your financial plan using the Care Plan Calculator System and the patient has said YES to the treatment plan, you can now present them with their financial plan. We have helpful tips and tools for you to use when presenting this plan confidently and clearly without coming off like a pushy salesperson. 

Plan Settings: How do I determine which person in a family is 1st, 2nd, 3rd+?

Legal: Can a patient opt-out of insurance, even if we’re an In-Network or Out-of-Network Provider?

[CHUSA]: ChiroHealthUSA®

Legal: What is a Hardship Policy and how do I get one?

Payment Options: Why isn't payment Option 2 [Initial + Recurring] showing up on the plan/template?

Discounts: How do I know if my discounts are compliant or too high?

Patient No Surprises Act & Good Faith Estimate: What you need to know

In this article we will breakdown how to understand the Patient No Surprises Act and what you need to do.

Care Plan Calculator 6.2 New Features & Updates

Exciting new features and updates have been released at no-charge in the latest version of the Care Plan Calculator:

Care Plan Calculator: Care plan tips

Since you're able to customize your care plans, there are some tips and tricks that you can apply to help your care plans be more financially appealing. Read below for more information.

Processing: How to use different merchant accounts [enroll patient/set up an auto-debit from a care plan]

Add New Plan: How to create a new plan or template for a PI patient - without payment options

In this article, you will learn how to make a plan for Personal Injury (PI) patients using the Care Plan Calculator® System. Please watch our on-demand training videos OR view the detailed written instructional steps below. The images below are for demonstration purposes only and not a recommendation of what fees you charge, what your discounts should be, or what your treatment plans should be.

How do I add NPI and Tax ID to the Good Faith Estimate?

The TAX ID & NPI should be included on your Good Faith Estimate that's included in your Care Plans.

Manage Plans: How to email a care plan

Email care plans effortlessly, and revel in the joy of enhancing your patient's experience!

Manage Plans: How to view emailed care plan history

Learn how to locate a history of when your patients were emailed their care plans, along with what address this was sent to.

Manage Plans: How to search when care plans were enrolled