Treatment plans are used to organise recommended procedures and present them to patients in a clear and structured way. In Zavy360, each treatment plan can include sub-plans.

Sub-plans represent alternative treatment options that share the same overall goal addressing the conditions identified during the patient’s visit. This approach allows clinicians to present different treatment options while keeping the treatment objective consistent. Below is a step-by-step guide on how to create a Treatment Plan in Zavy360:

1. Navigate to the Patient’s File > Treatment Plan tab, then click New Plan to create a new treatment plan

2. Under Option 1, click the calendar icon to create a draft appointment.

You can select an appointment shortcut to automatically populate the appointment details, or click Skip to proceed without a shortcut.
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If you choose Skip, a blank appointment planner will be created. You can then add services or billable items by entering the item codes into the search bar.

3. Once done, Click Complete All, or tick the desired treatment items individually. This will update the treatment item status from Proposed to Ready to Invoice.
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If the patient already has an existing appointment booked and you want to link that appointment into the treatment plan instead of creating a new draft appointment, you can follow the steps below.

1. To link an existing appointment to the treatment plan, click the paperclip icon (Link an Existing Appointment).

2. Select the appointment you would like to link from the pop up bar on the right side.
​Note: Appointments that are already linked to a treatment plan will not appear in this list.

3. Once the existing appointment is linked successfully, it will be attached to the treatment plan, and you can add services or billable items into the appointment by searching using the search bar.