# Treatment Plan Template

The **Treatment Plan Template** feature simplifies treatment planning by enabling healthcare professionals to use predefined templates. It saves time, ensures consistency, and reduces manual data entry by reusing saved items. The steps for both creating and reusing templates are provided below.

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### Steps to create a **Treatment Plan Template**

* Open the **Treatment Plan** **(Home > Medical Records > Treatment Plan)** screen. Search for the patient using **Patient Name, PIN, EID** or **Mobile No**. Create a [treatment plan](/uniteemr/application-modules/treatment-plan/create-treatment-plan.md) and click the **Treatment Plan Template** <img src="/files/jzoCP6J9HFVSS1zecwoX" alt="" data-size="line"> icon to open the **Templates** popup.

  <figure><img src="/files/SJ31SKn5r8oB0uSNMxi4" alt=""><figcaption></figcaption></figure>
* In the **Templates** pop-up, click the **CREATE** button. This action opens the pop-up to capture the template name.

  <figure><img src="/files/QeenSAHiGMKPfdtyNaO9" alt="" width="563"><figcaption></figcaption></figure>
* The template name will be auto-populated based on the **Treatment Plan Name**. Click **SAVE** to save the record.

  <figure><img src="/files/Sxioivgk1t45suBUMa9Q" alt="" width="563"><figcaption></figcaption></figure>
* Reopen the same **Templates** pop-up to view the saved record.

<figure><img src="/files/oABIvUJ3mgWecamxjR1q" alt="" width="563"><figcaption></figcaption></figure>

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### Steps to use the Existing **Treatment Plan Template**

* Open the **Treatment Plan** **(Home > Medical Records > Treatment Plan)** screen. Search for the patient using **Patient Name, PIN, EID** or **Mobile No**. Select the respective patient, then click the **Plus** <img src="/files/VKGWhXv1TKFB7yXZuJMx" alt="" data-size="line"> icon to add a treatment plan.

  <figure><img src="/files/YIaLm25I3YgrGlws0tIl" alt=""><figcaption></figcaption></figure>
* Click the **Treatment Plan Template** <img src="/files/jzoCP6J9HFVSS1zecwoX" alt="" data-size="line"> icon to open the **Templates** pop-up.

  <figure><img src="/files/vgCSM7muT7aO8jPMt1Ea" alt=""><figcaption></figcaption></figure>
* Select the required template; this action will open a pop-up.

  <figure><img src="/files/lrv99SIgxpi6CgjTlTDP" alt=""><figcaption></figcaption></figure>
* Click either **APPEND**, **OVERWRITE**, or **CANCEL** in the pop-up. The actions associated with each button are listed below.
  * **Append**: Adds the selected template to the current list. The template can also be added multiple times.

    <figure><img src="/files/fd6aUcwKjBpmql25hY3T" alt=""><figcaption></figcaption></figure>
  * **Overwrite**: Replaces the current list with the selected template data.

    <figure><img src="/files/UqoeyKMhaomrzhq9DBkL" alt=""><figcaption></figcaption></figure>
  * **Cancel**: Closes the pop-up without making changes.
* After making necessary updates, click **Save** icon to save the changes.

{% 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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