Create a Treatment Plan

Create a Treatment Plan

Adit's Treatment Plans allow practices to easily create and send a plan to a patient for signature, payment, and approval.

To create a Treatment Plan:
  1. Navigate to the Patient Forms module.
  2. In the top navigation menu, select Treatment Plans.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.
  3. Click the New Plan button near the top right corner of the page.
  4. In the form that pops up, enter the Patient Name. The system will suggest matches based on the patients who have synced to Adit from your EHR/PMS software. You must select one of the suggested matches.
  5. Enter a Treatment Plan Name that allows you to differentiate this plan from others for the same or different patients.
  6. Click Start.
This will open the Treatment Plan builder. The left side of the page allows you to set up the specifics of this Treatment Plan. The right side of the page is a preview of what the plan will look like to the patient. Most of the information for the plan, such as Custom Settings, Payment Options, and the Consent statement, automatically populate based on the preferences you have set within the Patient Forms module. Other information, such as Procedures and Insurance Benefits, pull from the patient record in your EHR/PMS software.

Custom Settings

The Custom Settings section contains options that will add or remove elements from the current treatment plan. You can customize the default values for these settings under Preferences. For more information on these custom settings, please see our article on how to Customize Default Treatment Plan Options.

Options

Options allow you to present different treatment, coverage, and payment choices to the patient when needed. A treatment plan must include at least one Option; each Option must include at least one Procedure. To add another treatment option, click Add Option above the Procedures section.

You can also split Procedures into Phases. To add a Phase, click the Add Phase option on the right side of the Procedures box.
Note: You can drag and drop Procedures to reorder them within their Phase, or to move them to a different Phase in the same Option. Click on the dots to the left of the procedure and hold while you drag it to your desired position.

Procedures

To add a Procedure to the Treatment Plan, click the Add Procedure option on the right side of the Procedures box. Next, you’ll be provided with options for Planned Tx and Unplanned Tx. Check the box beside the procedures you would like to add to the current Treatment Plan Option, then click Add.

Planned Tx are treatments that have already been associated to this patient in your EHR/PMS treatment planner. Each treatment will show you the priority assigned to that procedure, the affected tooth number (if applicable), the treatment code, description, and associated fee from your EHR/PMS fee schedule.
Note: You can hide the tooth number and priority columns from the treatment plan using the Custom Settings at the top of the Treatment Plan page.

Unplanned Tx allows you to choose from all available treatments in your EHR/PMS software, including those that are not yet associated to this patient. This allows you to quickly add a treatment to the treatment plan without having to wait for data to sync from your EHR software to Adit.
Note: Unplanned treatments will not have a priority or tooth notation available. The fee provided for unplanned treatments will be the default based on the fee schedule for the patient’s insurance and may not reflect the actual amount you plan to charge this patient.
Unplanned treatments added to a Treatment Plan will not update the treatments associated with the patient in your EHR/PMS software.
Once a Procedure is added, you can edit any of the information about that treatment as it applies to this specific patient, including the priority, tooth, code, description, and fee.

Insurance Coverage

This section will automatically pull the patient’s insurance benefit information from your EHR/PMS software. Update the dollar amount to be applied to this treatment plan for each insurance (Primary Coverage and Secondary Coverage); this amount will be deducted from the Total Fee to calculate the Patient Pay amount in the preview on the right side of the page.

Apply Discount

If you wish to apply a discount to the total fee of this treatment plan, you can designate it in this section as a percentage or as a dollar amount. If you do not wish to apply a discount to the total fee, uncheck the Apply Discount box.
Note: The discount displays in green in the Total Fee section of the Treatment Plan with the word “Save” beside it.

Payment Options

In this section you will define the payment options available for this patient. You can choose to allow a one-time payment, allow a payment plan, or you can offer both for the patient to choose which they prefer. You can also choose which payment methods you will accept – Credit Card, Check, or Cash.
Note: Payment Plans and Credit Card payments are only available if you have Adit Pay set up on your Adit account and enabled in the Preferences for Treatment Plans. If you do not have Adit Pay, these options will be greyed out and unavailable for your practice.
Allow One-Time Payment – select this option to allow the patient to make a one-time payment. You can also specify an additional discount if they pay all at once, either as a percentage or as a dollar amount.
Allow Payment Plan – select this option to allow the patient to select a payment plan.  You will define the terms of the plan, including the Frequency (Daily, Weekly, Monthly, Yearly), any Upfront Payment Amount, and either the Number of Payments or the Recurring Payment amount.
Note: If you enter the Number of Payments, the Recurring Payment Amount will calculate automatically. If you enter the Recurring Payment amount, the Number of Payments will calculate automatically. Click the double-arrow icon between these two fields to switch which one auto-calculates.
The text box in this section allows you to provide the terms and conditions that will display on the Treatment Plan. The patient must check a box that says “I accept the following terms and conditions” before they can accept the plan. 
Note: If you leave the text box blank, the checkbox to accept the terms will not display on the Treatment Plan. You can set a default value for this text block under Preferences.
This section allows you to attach consent forms or other documents from your Adit Patient Forms module to the Treatment Plan. For more information on this feature, please see our article on how to Attach a Patient Form to a Treatment Plan.

Save, Discard, and Send

At any time during the creation of your Treatment Plan, you can click the Save button at the bottom of the plan builder to save your progress. This will allow you to return to this plan later without having to start over.

You can also discard the changes made to the current Treatment Plan since your last save by clicking the Discard button at the bottom of the plan builder. If you have not saved your Treatment Plan yet, the Discard button will delete the plan you have in progress and return you to the Treatment Plans page.

When you are ready to send the Treatment Plan to the patient, click the Save & Send button at the bottom of the plan builder.

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