Create a Tx plan

1. In the Patients module, search for and select the patient.
2. In the EHR module, click the Tx Plans tab.
3. Click the Create a new Record () icon.
4. In the Treatment Plan window, complete the Tx Plan Description and Chief Concerns fields.

Note: If you select a different patient while the Treatment Plan window is displayed, axiUm closes the Treatment Plan window.

5. Click the Objectives button, and enter objectives.
6. Click the Notes button, and enter treatment plan notes.

You can enter problems if a patient has existing problems on record.

1. In the Problems tab list view, click the text New Item.

Depending on your dental institution's settings, you may be prompted to select:

• From the patient’s current problems to add to the treatment plan.
• A problem from a Problem drop-down list.
2. Complete any of the following:
• Select from the problem list, and then if appropriate, click a site or surface on the odontogram, and then click the green tick (Save and Close) icon.
• In the Problem box:
• Begin typing a problem.

Partial entries will retrieve any problem codes or problem descriptions containing this sequence. If, for example, you begin searching for the problem Discolored Restoration, entering the letters "dis" or "rest" will display Discolored Restoration. However, if you enter color, will not display Discolored Restoration. axiUm only looks at the beginning of each word matching your search text.

• Select the problem, and (If appropriate) click a site or surface on the odontogram, and then click the green tick (Save and Close) icon.
• Select the Problem ellipsis and:
  • From the Select Problem window, search and select a problem.
  • (If appropriate) Click a site and surface on the odontogram.
  • Click the green tick (Save and Close) icon.

  Alternatively, you can press the Enter key to save the entries.

  axiUm saves the problem and displays it in the list, closes the pop-up window, and then opens a new pop-up window to enter the next problem.

3. Repeat to add more problems.
4. To enter a note for the problem:
• In the Problems list view, select and right-click the problem, and then select Note.
• In the Problem Note box, enter a note, and then select OK.

In the Treatment Plan window, a note icon indicates that a diagnosis has a note attached.

5. When you've finished adding problems, click the small x (Close Without Saving) icon.

Note: If you enter another problem that duplicates an existing problem in the same treatment plan, axiUm indicates that you have an identical, unresolved problem that exists for the patient.

1. To enter a diagnosis and to link it to a problem, select the Diagnoses tab, and then click the text New Item.
2. In the Diagnosis box, either click the Diagnosis ellipsis, and search for and select a diagnosis, or begin entering a diagnosis and then from the list, select the diagnosis (e.g., Restoration Fracture).

Partial entries will retrieve any diagnosis codes or diagnosis descriptions containing this sequence. For our example, we will enter restoration to begin searching for the diagnosis Restoration Fracture. Entering color will not find Discolored Restoration but entering fract will find it. axiUm only looks at the beginning of each word matching your search text.

Next, you'll link the diagnosis to the problem.

3. Click the Problem drop-down arrow.

axiUm displays a list of problems you entered earlier in the Problems tab.

4. Click the checkbox(es) next to relevant list of problems (e.g., the Discolored Restoration checkbox).

axiUm displays the selection in the Problem field.

5. Click the green tick (Save and Close) icon.

axiUm saves the diagnosis, closes the pop-up window, and opens a new pop-up window to enter the next diagnosis.

6. To enter a note for the diagnosis:
• In the Diagnoses list view, select and right-click the diagnosis, and then select Note.
• In the Diagnosis Note box, enter a note, and then select OK

In the Treatment Plan window, a note icon indicates that a diagnosis has a note attached.

7. When you've finished entering the diagnoses, select the small x (Close Without Saving) icon.

Note: If you duplicate a diagnosis, axiUm displays a message indicating that there is an existing diagnosis in the same treatment plan.

1. Click the Option 1 tab.
2. In the Description field, replace the text "Option 1" with a description for your first treatment plan option (e.g., Amalgam restoration).

axiUm changes the tab name from Option 1 to Amalgam restoration.

3. In the list view, click the text New Item.

axiUm displays a pop-up window.

4. In the Provider field, enter the provider ID of the provider performing this treatment, or select the ellipsis, and search and select the provider ID.
5. Click the Diagnosis drop-down list.

axiUm displays a list of diagnoses you entered earlier in the Diagnoses tab.

6. Select the checkbox next to the diagnoses item (e.g., Restoration Fracture).

axiUm displays your selection in the Diagnosis field.

7. In the Procedure field, either click the Procedure ellipsis, and search and select a procedure, or begin entering a procedure code, and then from the list, select a procedure (e.g., D2140).

Partial entries will retrieve any procedure codes or procedure descriptions starting with this sequence.

axiUm displays your selection in the Procedure field.

If the procedure code involves tooth surfaces, axiUm displays Site and Surface boxes.

8. (If appropriate) In the Site and Surface fields, enter information (e.g., Site: 6, Surface: M).

Alternatively, go to the Odontogram and on tooth #6 click on surface M. The Site field and the Surface field populates automatically.

9. Click the green tick (Save and Close) icon.

axiUm saves the treatment option, closes the pop-up window, and opens a new pop-up window to enter the next diagnosis.

10. When you have finished entering problems, click the small x (Close Without Saving) icon.

Now, you can create a second treatment plan option.

Tip: If you want to create a second treatment plan option (that is, Option 2) that will contains some of the procedures in Option 1, use the "Copy Option" button.

11. To copy a treatment plan option:
    • Select the tab of the treatment plan option you want to copy.
    • Select the Copy Option button.

axiUm makes a copy of the selected treatment plan option, and displays the text Copy of Amalgam restoration.

12. To change the description, in the Tx Option Description field, enter a new description.
• To delete treatments you do not want for this treatment plan option, select and then right-click a treatment, and choose Delete Treatment.
• Click the Yes button.
13. To add a new option, select the + (New Option) tab, and continue creating the option plan.

What's next?

Request approval for the treatment plan from a faculty member via the Approve Option button.

Note: You can delete only problems and diagnoses in unapproved treatment plans. Once a treatment plan is approved, you can no longer delete the associated problems and diagnoses.

You need a patient's agreement to the Tx plan, and then you can print the treatment plan.

1. Click the Pt. Accept/Print button.

axiUm displays the Treatment Plan contract.

2. Follow the patient acceptance procedure as usual.

Note: Depending on your dental institution, axiUm displays the Billing Options for Planned Treatment window before saving the record to the selected patient’s chart.

The text for the selected tx option procedures changes from green to black to indicate the tx option is approved.

3. Once you have completed all the steps to this point, you can close the Treatment Plan window by clicking the x (Close) button.

axiUm returns to the EHR window’s Tx Plans tab, and displays the new treatment plan record in the list view.

1. In the Treatment Plan window, click an option tab.
2. Click the Print drop-down arrow to display a list of options.
3. Click Print All Options.

axiUm prints all treatment options, in a single Tx Plan report, to the default printer.