This article outlines the steps to create plan templates and to connect diagnosis codes to specific plan templates in your Barti organization.
Key Steps
Step 1: Navigate to Exam Settings 0:16
- Go to the Exams section.
- Select Exam Settings then Exam Plans.
Step 2: Adding or Modifying Plans 0:39
- Under the Exam Plan tab, you can add a new plan or edit an existing plan.
- To add a new plan, click New Plan on the upper right hand side of the screen.
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To modify an existing plan, click anywhere on the line to open the edit screen.
Step 3: Link Diagnosis Codes 0:39
- Linking diagnosis codes to plans allows these plans to be pinned at the top of the plan dropdown in the exam.
- Note: Unlinked plans will appear as General Plans and will be available for selection on all ICD10 codes. Linked plans will only appear in the dropdown for linked ICD10 codes.
- Link the desired diagnosis codes to the selected plan.
- Click on Update Plan to save changes.