This article will guide you in developing comprehensive Treatment Plans for your patients, utilizing the full capabilities of the Treatment Plans for seamless documentation and patient management.
This feature within Consultation Forms is a paid add-on. If you do not have access to this feature but would like to get it, please get in touch with your account manager.
What is a Treatment Plan?
Treatment Plans allow you to efficiently document patient encounters using a structured SOAP notes format with customizable templates tailored to your needs. Plans support multiple signatures for collaboration, ensure secure and unalterable documentation through automatic versioning, and integrate galleries with before-and-after images directly into your plans, enhancing patient care and streamlining your workflow.
In this Article
Video Guide
Part 1: Setup & Features
Part 2: For Patients & Clients
Creating a Treatment Plan Template
To begin creating a Treatment Plan, go to Manager > Consultations > Treatment Plan Templates > Create New Treatment Plan. Give your Treatment Plan template a name, then click Create.
Click +Add Item, then choose the first item you would like to add.
Adding SOAP Notes
If you want to incorporate SOAP notes in your template, you can add each field as a General Question item type and use the Paragraph answer type.
Repeat this step, creating an item for each: Subjective, Objective, Assessment, and Plan.
You can enter predefined text into each of the fields in order to save time and ensure consistency in your documentation, allowing you to focus more on patient care. This text will automatically appear in a patient's Treatment Plan and can be updated as needed within each plan.
Adding a Course Table
A course table can be used in order to maintain detailed session-by-session tracking of treatments, products used, dosages, observations etc.
When creating your table, insert your columns, give each column a title, and then select whether it is a Text or Number field type.
Once you've added all of your columns, click Save, and the table will be added to your template.
You can give your table a new heading by clicking the 3 dots in the top-right corner > Edit > Rename it > Click Add.
Adding an Image Gallery
Adding the Image Gallery item to your template allows you to seamlessly upload new images or incorporate existing ones from the Before, After & Comparison or Markup features, providing a comprehensive visual record within your treatment plan.
Adding Multiple Signatures
Including multiple signatures enhances collaboration and accountability by enabling both staff and patients to sign off on treatment plans, ensuring alignment and trust in the documentation.
If you add the Patient signature option, a prompt for a staff PIN will appear on the screen after the patient signs during the plan completion, ensuring security.
You can also customize the signature heading to better align with a staff member's specific role.
Saving Your Template
When you're happy, click Save to finish. You can now use the template to create a Treatment Plan with a patient.
Editing a Template
If you need to edit your Treatment Plan template at any time, return to Manager > Consultations > Treatment Plan Templates, then click Options on an existing template and choose Edit.
Editing a template will not impact any existing patient Treatment Plans. For instance, if you remove an item from a template, that item will still appear on any plans created before the modification.
Creating a Patient Treatment Plan
To create a Treatment Plan with a patient, open PhorestGo > Select Consultations from the sidebar menu > Navigate to the date of the patient's appointment > Tap on their form > Plans > Create Treatment Plan.
You can also create and update a patient Treatment Plan using Phorest on a computer, if you prefer, by going to Manager > Consultations > Manage consultations.
Select your template to open a preview, then tap Select Plan > Add Plan to use it.
The patient's plan will automatically be added, and you can begin filling it out or select Save Draft to return to it later.
Once a plan is added for a patient, it cannot be removed. This is to maintain the integrity and accuracy of the patient's medical record. It ensures that all treatment decisions and documentation are preserved for legal, regulatory, and clinical purposes, providing a complete and transparent history of care.
Reviewing and Completing a Plan
You can return to the Draft version of a plan as many times as you need in order to fully update it.
Once you're ready to complete it, open it, scroll to the bottom, and select Save and Complete.
If your plan template includes Contact Details/Client Information, please note that populating information within the plan will not automatically update the client's profile.
This version of the plan will then be saved and locked in a read-only mode and cannot be edited, updated, or removed from that point on.
Each time a plan is completed, it will be saved under the patient's Plan history, timestamped with the date of completion and the name of the staff member who completed it.
To add information to a completed plan, select the plan, then choose Duplicate and Edit Plan.
This creates a new version of the plan, carrying over all the original details and allowing you to build an ongoing history of the patient's care while keeping previous information securely recorded.