The module «Планы лечения»allows you to assign a range of services to patients instead of the usual recommendations, as well as add these services to the treatment plan directly from the catalog.
The module is useful because:
- helps the patient to plan the time and expenses for treatment;
- increases the number of repeat admissions;
- increases patient loyalty to the clinic.
How do I connect «Планы лечения»it? 
1. Go to «Настройки», section «Модули»and click «Подключить»on the module card«Планы лечения».
2. Select the printing settings: inside the conclusion and protocol, or as a separate document; print with or without prices.
What does the treatment plan look like?
The treatment plan in the patient's profile contains the percentage of plan completion, the cost of all services included in the plan, and the unpaid amount.
If the patient has made an advance payment or has a debt, this information will also be displayed in the plan.
Important! An advance payment to the treatment plan is not a deposit. The profile deposit cannot pay the debt under the treatment plan.
Below is the list of assigned services and the date of the visit, if it has already been scheduled.
If necessary, you can add services to the treatment plan.
How do I add a template for a general treatment plan?
1. Go to «Настройки», section «Планы лечения»and click «Добавить шаблон».
2. Specify the name of the treatment program.
3. Add services from the catalog or enter the name of the service in the text field.
4. When you complete the list of services, click «Добавить»to save the changes.
In this section«Планы лечения», you can delete templates or copy them to create new templates based on them.
How do I assign a treatment plan to a patient?
There are two ways to assign a treatment plan to a patient: during the appointment, when filling out the protocol, or by adding it to the patient's card after the appointment.
To add a treatment plan during the appointment:
1. Click «Добавить план лечения»in the protocol.
2. Select a treatment plan template or create a plan from scratch by clicking «Без шаблона».
3. You can also supplement the treatment plan with services that are not available in your clinic's catalog, recommend a regimen, diet, etc.
To do this, fill in the text input fields under the word«Дополнительно».
4. When the plan is ready, click «Добавить»to save the plan in the reception protocol.
To change the treatment plan, click «Редактировать»in the appointment protocol.
To add a treatment plan to the patient's chart after the appointment,
1. Go to the section «Пациенты»and open the patient profile. Select a section «Назначения»and click «Добавить план».
The created treatment plan will be displayed in the patient's chart.
How do I prescribe a dental treatment plan?
A dental treatment plan can be prescribed during the appointment, when filling out the protocol, or by adding it to the patient's card after the appointment.
Dental plans differ from general ones in that each patient's plan is drawn up individually with a choice of the area of manipulation. Templates for dental treatment plans are not available.
To add a dental treatment plan during an appointment:
1. Click on the button«Добавить план лечения».
You can also switch to the tab in the window for adding information on teeth«План лечения».
2. Select the desired tooth or part of it. The treatment can be divided into several stages, and it will be possible to complete stage 2 only after saving the data in the first one.
Specify the necessary services for the tooth, then click «Добавить в план».
- To specify the services in step 2, click on «+Этап», and then on the desired tooth.
4. After entering all the necessary data, click «Сохранить».
5. The completed treatment plan will be displayed in the protocol. If you need to edit it, click on «Редактировать».
To add a treatment plan after an appointment:
1. Go to the patient's profile, in the tab "Dental formula"
- Select a tooth, and in the window that opens, go to the "Treatment Plan" tab. Specify the necessary services for the tooth, then click «Добавить в план».
- After entering all the necessary data, click «Сохранить».
How do I print out a treatment plan?
There are two ways to print a treatment plan:
1. Click «Напечатать»at the bottom of the protocol.
If you previously selected printing inside the protocol in the module settings,
then, before printing, you will be able to note: print the inspection report and/or the conclusion.
If the printing of a separate document is selected in the module settings,
then the treatment plan should be noted additionally.
2. When printing from a patient's profile, click on the printer icon in the treatment plan that opens.
How can I make an advance payment for services from the treatment plan?
You can make an advance payment from the treatment plan page in the patient's profile.:
1. Click on the treatment plan in the patient's profile.
- Select an Atol Cash Register or an External Cash Register.
3. Click «Внести предоплату».
If the patient wants to deposit the entire amount, select the full payment.
In this case, you can choose a mixed payment: specify part of the amount in the column «Списать с карты», and the second part in the column«Наличные».
Click«Внести предоплату».
If the patient pays part of the amount, select partial payment.
For partial payment, you can choose either cash or card payment.
Specify the amount and click «Внести предоплату».
How do I make an appointment with a patient or a service from a treatment plan?
1. Select the appropriate time in the schedule and specify the patient's details.
Click«Из плана лечения».
- Select the services from the treatment plan and click «Добавить».
3. The services will be displayed in the appointment.
How can I make payments for services from the treatment plan?
If the patient has been booked for services from the treatment plan and pays for them after the visit, go to the appointment.
1. Go to the tab«Услуги».
2. Check the box services for payment and click «Оплатить».
3. Select full or partial payment, Atol cash register or external cash register, as well as the payment method.
Click«Оплатить».
