Careplans are a wonderful way to keep track of Services that a patient is using, however, there may be times where you have to manually add or subtract Services without an Invoice. Let’s get those Careplans updated!

To update a patient’s Careplan, head to the Patient Profile and find their Careplan tab. Click the Pencil Icon to edit the Careplan under the Actions Column:

A window on the right hand side should pop up that shows you what Products/Services are associated with that Careplan. Here, you can adjust the number of Services in the Careplan and edit the Start Date or End Date of the Careplan:

✨Note:✨ It is important to point out that updating a Careplan in this manner will not tie any subtractions of Services to an Invoice and/or Appointment. If you are sending this information to Insurance, HSAs, HRAs, or Personal Injury cases, you will need these Services tied to an Appointment-Associated Invoice to carry over any Diagnosis and/or Treatment Codes relevant to the Appointment.

If everything looks good, click Update Patient Careplan at the bottom!