Treatment Plans

Charting now offers live syncs of your treatment plans from InnoCare Software directly to Charting +. 

You'll notice since the introductions of treatment plans that the layout of the patient profile has changed. 

The patient's name has a drop-down arrow to the left that will expand the box to provide you with the patient's demographic information, as well as their payment plan and family physician:

You'll also notice an arrow on the treatment plan line. This will help collapse the box holding the treatment plans. All the information located on the treatment plan will automatically push over to Charting - this includes adjusters, payer information, referrals and managing practitioners. In order to see the information on a treatment plan, simply click on the name and a new modal will open:

If you change something in ICS it will automatically change in Charting but you would want to utilize the refresh option to see the changes:

Pairing a note to a Treatment Plan

You may have noticed your old notes not appearing in the patient profile - don't worry, your notes are still there! You'll want to uncheck the "all" option in the treatment plan for the notes to appear:

With the introduction of the treatment plan, the notes previously created don't quite have a home yet. We would want to pair the note with the associated treatment plan. In order to do this, you'll want to open the note and focus on the appointment notes section. From here you can add the treatment plan:

You don't need to select the funding stream as it will automatically select the one that is tied to the treatment plan.