To make a month-to-month care plan from your Care Plan Calculator® General Settings
Step 1: Click on the [Systems] Menu→ [Care Plan Calculator®] →[Add New Care Plan].
Step 2: Add New Care Plan/Template
This section will expand as sections are filled or selected.
From the “I Want To” section, select the Action as [Add New Plan].
Care Plan Name: Enter a plan name using characters A-Z, a-z, and 0-9. You can either give a generic name such as "Monthly Wellness Plan" or a specific name such as "Mary Smith’s Monthly Wellness Plan ". Choose a name that identifies the plan so it can be easily found when you have a large list of plans. NOTE: The plan name is NOT seen by the patient. It is only viewable by account users, therefore the plan name should be as descriptive as possible.
Care Plan Patients: Select the number of plan members. Up to seven members of a family can be on one plan.
Care Plan Type: Choose Wellness Care Plan.
Care Plan Time Frame:
Payment Months: Put 1
Plan Months: Will auto-fill with 1
Click the [Add New Plan] button and click [OK].
Step 3. Care Plan
Assigning Plan to Patient:
Existing Patient: Enter the patient name, company, patient ID, or TPS ID into the patient section menu. The menu will search for patients that match the information entered into the field.
New Patient: If this is a new patient and they have no patient account, the Section Menu will state that there is “NO PATIENT FOUND” you may add a new account by clicking the [Add] new patient button at the top.
Total Visits (Required): Enter the total visits the patient will be receiving over the treatment period. This will calculate the Ave$/ visits column
Discount Rules: Select Discounting Rules for each service/product.
Service & Products: Enter the service/product you want to include (If not already defaulted into the CPC)
Units: Enter the number of units for each service/product. Lines with no units are not included in the plan. You can edit the service/product descriptions and fees. (If not already defaulted into the CPC)
Actual Fees: Enter the Fee for the Service and Product (If not already defaulted into the CPC).
When finished, click the [Calculate Care Plan] button at the top and bottom of the page.
Step 4: Calculator
The page will be refreshed, and the plan preview is displayed. Here you have the option to View & Print the Care Plan, Auto-Debit Care Plan, and access to apply the additional care plan settings from each section drop-down menu.
When completed, click the View & Print Care Plan button to print the plan→ click on the [logo] at the top left corner of the document.