How to record patient treatment plan and procedure using practice management software | Zoho for Healthcare

Record treatment plan and procedure

Once the clinical examination is done, the diagnosis and prognosis have been recorded, the doctor will then document treatment plans, procedure requests, procedures, and progress notes.

Record a treatment plan for the patient

1. Open the application and click the Patient tab in the top bar.
2. Select the patient by clicking the Patient ID. You will now be able to view your patient details.
3. Click on the Patient Visit ID.
4. Click the Treatment tab to view the details.


Create a treatment plan

1. Go to Treatment Plan and enter the details for the following fields
  1. Priority
  2. Objective & plan description
  3. Objective of treatment
  4. Doctor's remarks


Notes
You can also click theto add a department and multiple treatment plans by clicking +Add New Record.

Create a procedure request

1. Go to Procedure Request and enter the details for the following fields
  1. Procedure
  2. Priority
  3. Requirements
  4. Patient instructions
  5. Procedure item status
  6. Note 


Notes
Click theto enter additional fields such as reason and body site. You can also add multiple procedure requests by clicking +Add New Record

Create a new procedure

1. Go to Procedures and enter the details for the following fields:
  1. Procedure Order ID
  2. Complications
  3. Attachment Upload
  4. Procedure Notes
  5. Note


Notes
Click theto enter additional fields such as body site, procedure, reason, and outcome. You can also add multiple procedure requests by clicking +Add New Record.

Create a progress note

1. Go to Progress Note and enter the details for the following fields
  1. Treatment Plan ID
  2. Progress in the Visit
  3. Future Priority
  4. Progress Note
  5. Complications
Notes
Click theto enter additional fields such as Goals. You can also add multiple progress notes by clicking +Add New Record.