Differences

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--- planning:userguide:tutorials:creating_a_plan [2016/08/17 11:57] – created dpatenaude
+++ planning:userguide:tutorials:creating_a_plan [2021/07/29 18:28] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Creating a New Plan ======
+====== Creating a Plan ======
+  - The point has now been reached where a //Plan// can be created
+  - Click on the blue //Add Plan// link under the //Patient Model// to create a new plan
+    - In the box that opens the user should name the plan and add any description they may want {{ :planning:userguide:tutorials:createb.png?400 |}}
+    - Note that the //Base Plan// option is used to specify whether an empty plan should be created or if the new plan should be pre-filled using the selected //Plan Template// (details on //Plan Templates// can be found [[planning:userguide:tutorials:plan_templates|here]])
+    - Click on the blue //OK// button when finished and the //Plan// has been created
+  - Open the plan and begin the planning process by clicking on the blue //Open// button next to the new plan
+    - Note that users are free to have as many plans as desired within a the //Patient Model// and each Plan will specify which portion of the Course Prescriptions it is attempting to implement
-Once a Planning patient has been added, a new request and plan can be created.
-  - From the //Patient list//, select the patient to open.
-  - Open the patient by double clicking the patient row or selecting the //Open// button in the //preview UI//.
-  - From the //patient overview// select the //Create Request// button.
-    - The //treatment request// and //schedule// can be set from within the //request//.
-  - Now that a //request// has been created, select the //Create Plan// button.
-    - Name the plan and add any relevant description.
-  - Once the plan is created, select the //open// button next to the plan name.
-{{ :planning:userguide:walkthroughs:planning_create_new_request_plan.png?500 |}}