NextGen Knowledge Center

Enter the Treatment Plan Summary

You can construct a summary of the physical, occupational, or speech therapy treatment plan by combining text with phrases selected from a picklist.

  1. In the Single Visit or Speech Single Visit template, expand the Plan panel.
  2. If you want to write the summary, select the Treatment Plan field, and then enter the text.
  3. If you want to select specific phrases from a picklist, do the following:
    1. Select the arrow button arrow button.
      A picklist opens.
    2. Select all necessary phrases in the picklist.
      As you select each phrase, it is automatically added to end of the Treatment Plan text.
    3. When you finish adding phrases, select Done or Close.
The treatment plan summary automatically saves when you close the template.