Treatment Plan Designer How-To

How-To's

• Load a Treatment Plan in the Properties Pane
• Cancel changes to a Treatment Plan
• Close a Treatment Plan
• View Treatment Plan history

Before You Begin

• Treatment Plan Designer Interface

Load a Treatment Plan in the Properties Pane

1. Go to: Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer.
2. In the Treatment Plan List, select the Treatment Plan name or select the pushpin icon in the P1 column to load the plan in the Properties Pane 1.
3. To load an additional treatment plan in Pane 2, select the plan name or select the pushpin icon in the P2 column.
   Result: The treatment plan name displays in bold in the plan list and the pushpin changes to vertical and black to indicate the plan is loaded in the Properties pane.

4. To unload a treatment plan from the Properties pane, select the black pushpin icon in the P1 or P2 column. Alternatively, in the Properties pane select the plan name and choose Actions, then Close. The plan name is no longer bold in the Treatment Plan List and the pushpin changes to gray.

Cancel changes to a Treatment Plan

Cancel changes to treatment plan lines rather than canceling the entire plan. Canceling a change will undo the action.

Note: You can only cancel changes to treatment plan lines prior to saving the plan. 

1. Go to: Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer.
2. In the Treatment Plan List, select the plan name or select the pushpin icon in the P1 or P2 column.
   Result: The selected plan appears in the Properties pane. 
3. In the Properties pane make changes to plan lines, such as editing an item.
4. To cancel changes for an individual line, in the line select Actions, then Cancel.
5. To cancel all changes made to a plan, in the toolbar select Cancel.

Close a Treatment Plan

1. Go to: Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer.
2. In the Treatment Plan List, select the plan name or select the pushpin icon in the P1 or P2 column to load the plan in the Properties pane. 
3. In the Treatment Plan or Treatment Plan Header line, select Actions and choose Close.
   OR
   In the appropriate column (P1 or P2), select the black pushpin icon to close the plan.
   Result: The plan is removed from the Properties pane and it is unpinned in the Treatment Plan List--the plan name is no longer bold and the pushpin icon changes to gray.

View Treatment Plan History

View the history of changes for a treatment plan or a plan item. This can be of value to track changes made to the format as it is being built/tested. 

1. Go to: Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer​​​​​​​.
2. In the Treatment Plan List, select the plan name or select the pushpin icon in the P1 or P2 column to load the plan in the Properties pane. 
3. In the Treatment Plan line or individual line, select Actions and choose History.
   Result: The history displays in a separate window.
   
4. From left to right, the history shows the following information.
   • Action - Type of action performed, such as Created By
   • Staff - Person who performed the action
   • Date- Date and time the person performed the action
   • Preview icon - View an SQL statement associated with the test line
5. To view an SQL statement, if one is associated with the item, select the arrow in the far left column or the preview icon in the far right column.
6. Select Print to print the history or Close to close the preview window.