Welcome to our newest feature for tracking patient care! This feature enables you to organize your chart entries and track the number of appointments for a patient’s specific problem.
Step 1 - Create a new plan
To get started head over to a patient’s chart and click New Plan.
Next, enter the Area of Focus for your patient or client. This can be selected from the existing diagnosis code set in your account. For more diagnosis and billing codes check out our guide on creating billing codes: Billing Codes at Jane
Additionally, feel free to add the suggested number of visits if you’d like to record this as well. Click Create Plan and voilà you’ve just opened your first plan in Jane.
Step 2 - Add chart entries to the plan
You may add a new chart entry from within the plan by selecting the Actions dropdown and then + New Entry.
Click the blue + New Chart button and then choose to add a chart item or select one of your saved chart templates that you would like to use.
As you add chart entries to the plan, Jane will automatically count the appointments and number of chart entries showing you a running total. If your chart entry is assigned to the appointment, Jane will increase the appointment count. To learn more about assigning charts to appointments, check out this guide: Assigning a chart to an appointment
If you have chart notes from previous sessions in your patient chart, you may choose to move them into your new plan if appropriate. All of your existing chart entries will appear in date order under a new heading called Unassigned Chart Entries. Once you locate the chart you need, select the dropdown arrow on the right-hand side and choose Move to plan.
If you only have one open plan in this patient chart, Jane will move the entry for you automatically. If you have more than one open plan of care, you will be prompted to select which plan the entry belongs to.
Step 3 - Edit, Close or Export
When you need to make an update to the plan as your patient progresses, or if their issue has been resolved, click the Actions button and select:
- Edit Plan if you would like to update the diagnosis or number of suggested visits.
- Close Plan if you wish to change the status of the plan.
- Export / Print if you need to export the specific chart entries contained within the plan
Where are we going next?
We have lots of ideas for the future of this tool and we would love to hear your feedback. This new feature allows us to track the start and end of the patient problem, so a few things we have on our mind for the future are:
- Providing insight to a provider’s caseload (patients with an active plan)
- Visualizing patient progress with the clinical surveys within a plan
- Improve workflow to provide additional information such as date of onset, additional areas of focus, and custom names.