Add Items from the Health Plan Dialogue

When a patient has an active health plan, the health plan icon and a link are shown in the sidebar on the right-hand side of the consultation page.

  1. Select the health plan link to open the health plan dialogue. If the client is late on their payments, you will see a notification. Note that late payments will not prevent you from using items from the health plan.
  2. In the health plan dialogue, select the items you want to use and add the Quantity.
  3. If available, you can add the Performed by or Administration method options.
  4. Select Use items.

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

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See Also

Add Health Plan Items Directly to Consultation Items

Replace Items During a Consultation

Return Unused Items to the Health Plan

Add a Patient to a Health Plan

Managing Health Plan Subscriptions

Overview of Health Plans

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