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Add Items from Health Plans

During a consultation, you can select items from the patient's health plan.

Note: The consultation page is currently being updated. Some environments include both the new and the old version, and the old version will be retired. This article covers adding items from a health plan on both versions.

Where the health plan is shown depends on which version of the consultation page you are using:

  • On the old consultation page, the health plan icon and a link are shown in the panel on the right-hand side of the page.

  • On the new consultation page, select the Health Plans icon in the client and patient header at the top of the page.

To use items from the health plan:

  1. Open the health plan dialogue. If the client is late on their payments, a notification is shown. Late payments do not prevent you from using items from the health plan.
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  2. Select the items you want to use and add the Quantity.
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  3. If available, add the Performed by or Administration method options.
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  4. Select Use items.

The items and related compensation items are added to the consultation. To see which consultation item a compensation item compensates, hold the pointer over the health plan icon.

See Also

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