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

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

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

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

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. 

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

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)

System: What is the Care Plan Calculator® System?