Write the treatment plan and send the care plan
Record the plan for a visit, then send the take-home care plan to the patient.
Where to find it: Patient → Treatment and Communication
Steps
- Open the patient and go to the Treatment tab. Write the plan for this visit; it saves automatically.
- To reuse your own advice text, choose “Open your library” to open your library and insert a block. Nothing is inserted unless you choose it.
- To dispense stock while writing the plan, use the inventory widget in the Dispensed row.
- When the visit is done, choose “Send take-home plan & finish”, or open Communication and use “Notify patient (portal link)”, which sends the patient a short email with a secure link to their portal. If the owner chose full care plan emails, the same button reads “Preview & send”: preview the plan and send it.
- Optionally start a draft invoice for the consult from there. It is only reviewed, never saved or sent for you.
Good to know
By default the care plan email only tells the patient that something new is in their portal, with a secure link. The full text goes by email only if the owner chose that under Communication in Account & Settings.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.