Treatment plans are a great way to organise procedures and present them to patients in an easily digestible format. The Zavy app is structured in a way so Treatment plans contain sub plans, I like to think of these sub plans as variations of a plan which have the same goal which is to resolve conditions present found in the patient's visit, let's take a look at an example.

Example (Dentistry): Patient Helen Smith has come in for her usual checkup, during the checkup we find an infected tooth that needs a root filling or to be removed.

Plan 1: Routine Checkup

Subplan 1: Our primary course of action which is our standard consultation and X-rays as well as proposed Root Canal Treatment (RCT).

Subplan 2: Is a more cost-effective option for our patient Helen, to consider. This subplan2 includes the standard consultation and X-rays but instead of an RCT we are now proposing a removal of the tooth.

Let's start our routine checkup, first head over to the treatment page under our patients profile. By either searching the patients name or clicking on Treatment Plans from the appointment overview.

Click New to create a new Treatment Plan

Start date is usually the date of the plan create and defaults to today

Assigned to should be the person performing the Checkup

Title is a descriptive way to understand what the patient is coming in for, in our example we are calling it a Routine Checkup

First Appointment allows you to link the treatment plan to an appointment (usually today's appointment), I highly recommend this as when you start adding services or billable items into a treatment plan and assign them to appointments, today's billable items will automatically appear in the calendar so other staff know what they can invoice for without leaving that screen or needing to go into the treatment plan.