Once a Planning patient has been added, a new request and plan can be created.

1. From the Patient list, select the patient to open.
2. Open the patient by double clicking the patient row or selecting the Open button in the preview UI. The patient overview will open up
3. The user may choose (not mandatory) to change the name of a course or enter course info such as the doctors name (chosen from the dropdown) or a description of the course. This can be done by clicking on the blue Edit button under Course
4. The Intent information is retrieved from the information the user filled in while importing the patient; so nothing is needed done.
5. Open the Directive by clicking on the blue Open button
6. The Directive information is mandatory to fill out in order to proceed with planning.
7. The Goals is where the user will fill out what “goals” they would like to see achieved by the plan. The choices in the drop down will be set by the treatment site template that is chosen during the import process. The user can select doses for tumor volumes as well as Organs at Risk (OAR)
8. add info about what roles each play.
9. The next part of the Directive to be filled out is the Phases
10. Choose New Phase under Phases
11. The Phase label is free text that the user will fill in
12. This is where the user will fill in the number of fractions and the prescription that is desired.
13. From the patient overview select the Create Request button.
    1. The treatment request and schedule can be set from within the request.
14. Now that a request has been created, select the Create Plan button.
    1. Name the plan and add any relevant description.
15. Once the plan is created, select the open button next to the plan name.