My Plan vs. My Custom Plan to Create a Treatment Plan
If configured, the My Plan tab houses an enriched plan template called My Custom Plan, which can be used to document a treatment plan that is personalized to suit your practice's specific needs. The custom plan functionality is configured as a grid for order sets, replacing the need to manually select a check box for each order to be placed. The individualized fields available on the original My Plan require manual selection of every order needed for a particular diagnosis.
The purpose for the My Custom Plan template is to reduce the number of clicks required for ordering while maintaining the process for managing order sets and provider plans. The My Custom Plan template still takes a personalized approach to diagnosis-based order sets. The custom plan template simply uses a more streamlined user interface.
In the customized template workflow, the individualized fields are uploaded to a grid in the Pending Orders section.
Highlights of the dynamic plan template include:
- All orders are managed from the same template
- An unlimited number of orders for each order type
- Multiple order sets are available for each diagnosis group
- Ability to select order details before placing the order
- Ability to bypass the Orders module process