EMR User Manual


Users have the ability to create treatment plans that can be saved as templates to use for patients being treated for similar cases. If a plan is saved as a template, it can still be modified in the future for other patients – users will make the necessary adjustments and refrain from clicking the first "Save" button (which is designated to save the template and not the page).

  • The Plan Summary will give an overview for the treatment plan that the user has created.
  • The Total Number of Visits/Visits Remaining for the treatment plan will count down with each future visit & signed note.
This section also allows the user to designate an estimated Follow-up Exam date as well as the Anticipated Date of Release, both of which may be omitted from the note.

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