Treatment Setup

A “Treatment Setup” allows you to describe a patient’s treatment plan, and is shown at the top of each patient’s timeline.

To view and manage a patient’s Treatment Setups:

• navigate to the patient’s timeline
• add a treatment setup by doing the following:
  • click on the dot menu to the right of the heading
  • click Add treatment setup to create a new Treatment Setup
• view a list of the existing treatment setups by doing the following:
  • expand the patient’s sidebar on the right of the page
  • click Treatment setups from the list of links
• manage the most recent treatment setup by doing the following:
  • scroll down the page to the Treatment Setup section
  • click on the dot menu to the right of the heading
  • click Edit treatment setup to update the Treatment Setup
  • click Copy treatment setup to create a new treatment setup using the details from the existing one

Creating a Treatment Setup

To create a treatment setup:

1. navigate to the Treatment Setup section of the patient’s timeline
2. click on the dot menu to the right of the heading
3. click Add Treatment Setup
4. enter the details for the patient’s treatment, and optionally upload any files that are relevant to the treatment
5. click Add Treatment Setup to save the details

Editing a Treatment Setup

As Treatment Setups are medical records, it’s important to ensure that they can be audited, and that updates are distinct.

To ensure auditability, we place a few restrictions on who can edit these items, and for how long. We use the following rules:

• only the person who created a Treatment Setup may edit it
• the Treatment Setup may only be edited on the day it was created

If either of these conditions aren’t met, a new Treatment Setup must be created, which will then replace the existing one at the top of the patient’s timeline. This can either be done by creating a new Treatment Setup, or by copying an existing Treatment Setup.

To edit a Treatment Setup:

1. from the Treatment Setup section on the patient’s timeline, click the dot menu
2. click Edit Treatment Setup
3. update the details
4. click Update Treatment Setup

Files may be deleted on a per-file basis.

Copying an existing Treatment Setup

If a Treatment Setup cannot be edited, because of the rules in the Editing a Treatment Setup section, it may be convenient to create a new Treatment Setup starting with the existing one’s details and files.

To do this:

1. from the Treatment Setup on the patient’s timeline, click the dot menu
2. click Copy Treatment Setup
3. update the details
4. click Add Treatment Setup