Creating a Plan

  1. The point has now been reached where a Plan can be created
  2. Click on the blue Add Plan link under the Patient Model to create a new plan
    1. In the box that opens the user should name the plan and add any description they may want
    2. 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 here)
    3. Click on the blue OK button when finished and the Plan has been created
  3. Open the plan and begin the planning process by clicking on the blue Open button next to the new plan
    1. 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