This article outlines the steps to create plan templates and to connect diagnosis codes to specific plan templates in your Barti organization.
Key Steps
Step 1: Navigate to Exam Settings 0:16
Go to the Exams section.
Select Exam Settings then Exam Plans.
Step 2: Adding or Modifying Plans 0:39
Under the Exam Plan tab, you can add a new plan or edit an existing plan.
To add a new plan, click New Plan on the upper right hand side of the screen.
To modify an existing plan, click anywhere on the line to open the edit screen.
Step 3: Link Diagnosis Codes 0:39
Linking diagnosis codes to plans allows these plans to be pinned at the top of the plan dropdown in the exam.
Note: Unlinked plans will appear as General Plans and will be available for selection on all ICD10 codes. Linked plans will only appear in the dropdown for linked ICD10 codes.
Link the desired diagnosis codes to the selected plan.
Click on Update Plan to save changes.