How to Import Treatment Plans

How to Import Treatment Plans

Using Adit, you can import existing treatment plans to present and send directly to patients for approval and payment if desired. You can also import additional treatment plans when providing multiple options for patients.

Importing A Treatment Plan

Importing while creating a new plan:

1. Navigate to TX Plans within the Patient Forms module and select New Plan.
2. Choose Use Existing Plan then search for the patient, add the treatment plan name, and select which treatment plan you'd like to import.


Importing into an existing plan (Providing Additional Options)

1. Select the existing plan under TX Plans within the Patient Forms module.
2. Select the Import Option button within the treatment plan

3. Select which treatment plan you'd like to add as a new option within the existing treatment plan.


The new option should appear next to the current options.

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