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5.3 Creating a Treatment Plan with Multiple Treatment Options

From within the Charting module, a Treatment Plan may be created that includes several Options, providing patients with a choice of procedures or materials to treat a condition.

Once a Treatment Plan has been accepted and the consent form has been signed, the procedures are automatically added to a list in the Financials module, from which a new invoice may be created. In addition, the graphical chart and progress notes in the Charting module will be updated to include the planned procedures.

 

Open the Treatment Planning dialog box from the Charting module and then click to create a New Treatment Plan.

 

Please note that Treatment Plan Templates may be created from the My Profile module. Please see 5.2 Creating a Treatment Plan Template for instructions.

  • 1. From a module like Patient History  or Correspondence , choose a patient for the Treatment plan . Click to type the patient’s name in the Patient Search box (top right of the page) and then click the patient’s name from the list.
  • 2. Click the Charting  icon in the ICE Health menu bar.
  • 3. Click the Treatment Planning  icon below the tool bar on the right side of the window to open a Treatment Planning dialog box.
  • 4. To maximize the dialog box, click the maximize  icon at the top right. Alternatively, click the  icon to open Treatment Planning in a new window tab.

  • 5. Click to create a New Treatment Plan. Alternatively, click the arrow beside New Treatment Plan, and then click to choose from a list of treatment plan templates.

 

Add procedures to Treatment Option A.

 

A Practice Fee Schedule and Patient Insurance information must be set in order for estimates to auto-populate the Cost columns of the Treatment plan.  Please see 9.2.1 Setting up a Practice Fee Schedule as well as 9.2 Prerequisites for Financials for links on setting up a patient’s insurance and insurance estimates.

  • 1. Below the Treatment Option, click + Add Procedure.
  • 2. Click the box below the Area column and then click to choose a tooth or area.
  • 3. Click below the Procedure column, and then click to choose a category.
  • 4. If applicable, click below the Surfaces column, and then click to choose one or more surfaces.

  • 5. Click below the Materials column, and then click to choose the material.
  • 6. Click below the Procedure Code column and then click to choose a code.

  • 7. If you wish, click to change the quantity (Qty). The Cost columns (total, insurance estimate and patient) will auto-populate depending on values that have been set for the Fee Schedule and Insurance Estimates. Also note that these values may be edited later on, when creating the invoice from the Financials module. (Please see 9.3.4 Creating a New Invoice from Procedures)
  • 8. In addition, you may copy and paste procedures from treatment plans. Click the copy  icon beside a procedure line that you would like to replicate.
  • 9. To paste the procedure, click + Paste Here.

  • 10. Repeat the above steps to include additional procedures in the Treatment Option.
  • 11. To delete a procedure from the treatment plan, click the delete  icon. Click Yes in the dialog box to confirm that you wish to delete the procedure.

 

Add a New Treatment Option.

 

  • 1. Click Add New Treatment Option at the top right of the panel. Alternatively, click the arrow beside Add New Treatment Option, and then click to choose from a list of treatment plan templates.

  • 2. Follow the instructions for Step to add procedures to Treatment Option B.
  • 3. In addition, you may copy an option. Simply click the copy  icon to the right of a Treatment Option (not to the right of a procedure). The duplicate option will be added to the treatment plan. It will not be necessary to ‘paste’.

  • 4. Repeat the above steps to include additional Treatment Options.
  • 5. To delete an option from the treatment plan, click the delete  icon. Click Yes in the dialog box to confirm that you wish to delete the option.

 

Manage the Treatment Plans and Options.

 

 

To add procedures to Treatment Plans, follow the instructions from Step .

 

To add Treatment Options, follow the instructions from Step .

 

To edit procedure lines, simply click under the heading that you wish to change.

 

When patients have decided whether to accept or decline a treatment option, click the Accepted or Declined option button. Click Yes in the dialog box to confirm the decision. The option will be flagged, indicating their decision.

  • Please note that once an option has been Declined, no further changes can be made to that option. In addition, once an option has been Accepted, any other options in that treatment plan will automatically be declined and no further changes can be made to that treatment plan.

 

Have the consent form signed to update the patient’s Chart and Progress Notes.

 

Once an option has been Accepted, open a consent form for the patient to sign. To open the form, click either Print or Consent Form.

Automatically, after the consent form has been signed: