# Create Treatment Plan

The section allows the user to create a treatment plan for an individual patient, including both billable and non-billable items.

**Billable Items**

Billable items are services or treatments that will be charged to the patient or their insurance. These items are listed in the **Price Card**, which helps ensure clear pricing and accurate billing.

**Non-Billable Items**

Non-billable items are part of the treatment plan but do not result in charges on an invoice. These items are created directly on the screen

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### Steps to Create a Treatment Plan

* Open the **Treatment Plan** **(Home > Medical Records > Treatment Plan)** screen. Search for the patient using **Patient Name, PIN, EID** or **Mobile No**. and select the appropriate patient. After selecting the patient, the **Treatment** dropdown menu and **Plus** icon appears.\
  \&#xNAN;***Note:** If multiple treatment plans are available for the patient, use the **Treatment** dropdown menu to view the specific treatment. If only one treatment is available, the default treatment plan details will be displayed.*&#x20;

  <figure><img src="/files/czs7WK9e14pHHYVAITfA" alt=""><figcaption></figcaption></figure>
* Click the **Plus** <img src="/files/VKGWhXv1TKFB7yXZuJMx" alt="" data-size="line"> icon to add a new plan. This action shows the other input fields. Enter the **Treatment Name** and **Remarks.**

  <figure><img src="/files/1bn3sgZYzLNeV3BJw01d" alt=""><figcaption></figcaption></figure>
* To add item(s), click the **Plus** <img src="/files/0f21P5xX71SdNH3wPvz3" alt="" data-size="line"> icon within the spread and select either **Billable** or **Non-Billable**.
  * **Billable item**\
    If a billable item is selected, this action will open a price card from which to select the item.
    * Select the appropriate treatment available in the price card, enter the quantity and click **ADD** to include the item in the spread.\
      \&#xNAN;***Note:** The same treatment can be applied to two **Body Parts** (**e.g. Tooth1 and Tooth2**). Conversely, multiple treatments can be selected for a single tooth. If needed, the user can apply **Cosmetics**, **Override price**, or **Discount Amount** or **Percentage** at the item level.*

      <figure><img src="/files/X7Wco0E3rxUM21jtJP5C" alt=""><figcaption></figcaption></figure>
    * Select the **Body Part** from the dropdown menu. If the required body part is not available, use the **Plus** ![](/files/ZHGHxqzYj9Zl8cZhnuE7) icon to add a new one. Enter or select the remaining details, then click the **Save** <img src="/files/Hu19S3GGgkteGStlCYGz" alt="" data-size="line"> icon to save the records

      <figure><img src="/files/unOp3dTK8v7WxLJmn0IW" alt=""><figcaption></figcaption></figure>

  * **Non-Billable item**\
    For non-billable items, the data must be captured manually. Enter or select the details for the respective item, and click the **Save** <img src="/files/Hu19S3GGgkteGStlCYGz" alt="" data-size="line"> icon to save the information.

    <figure><img src="/files/9wDELKLB1qVkcTz4pECE" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The information available in this **Treatment Plan** screen can also be accessed from the [**Patient Register**](/uniteemr/application-modules/patient-register/view-or-modify-patient-information/treatment-plan.md) and [**Medical Records**](/uniteemr/application-modules/medical-records/treatment-plan.md). In the **Patient Register** screen, **Treatment Plan** information will be displayed for viewing purposes, whereas in the **Medical Records** screen, users have access rights to create, modify, and reuse existing templates.
{% endhint %}

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