Help : Add Alternate Plan Item

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  • Quick Add prefix: AP
  • Search by: name, nickname(s), description

To manually add a supplement, lifestyle rx, recommendation, or other alternate plan item to the note, you must first have the desired alternate plan item(s) in your database. You can add these in yourself via Admin -> Manage -> Alternate Plan Options or, upon request, we can load a relatively extensive supplements database in for you.

Once these are in your system, add an alternate plan item from your database to a note by hovering over the plus icon in the Plan box of an open encounter note, and then clicking on the desired alternate plan type. In the search bar that appears, search by name, nickname, and/or description in the search bar that appears. Search terms may be entered in any order and the system will search as you type.