Copying A Treatment Plan from the Public Plans

If you need a Treatment Plan that you do not currently have within your own list of plans, you have the ability to copy a plan from the list of Public Plans.  New plans are continuously being added to the list, therefore we recommend checking the Public Plans before manually creating a new one from scratch.

From your Treatment Plans list within your profile settings in the EHR, tap on New Plan in the upper-right hand corner -> tap on "Public Plans" -> then use the search bar to type in the plan you are looking for. Once found, tapping on the desired plan name will then add it into your own set of Treatment Plans where you need to give it a new Spoken Phrase and Procedure Tag before tapping the Done button to save it. You can also make any desired changes to any of the other settings within the Treatment Plan, as necessary.