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. 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

Templates can be saved at either the site or user level. AllItalic Text users will be able to access site level templates. Only the user who created them will be able to user level templates. Templates must be validated prior to the creating a new treatment plan to ensure compatibility with the new patient model

1. Click on the blue Add Plan link under the Patient Model to create a new plan
2. Choose the plan that should be used from the Base Plan drop down menu and click blue OK
3. Make any changes necessary within plan and proceed with planning