Treatment plans are a handy way of keeping track of treatment blocks or treatment limits for your clients. You can use them to manage treatment through different phases - like an acute rehab phase or post-surgical phase - or to track third-party billing limits such as Chronic Disease Management Plans, DVA cycles, or NDIS funding.
Adding a treatment plan to a client's profile
Go to Clients and open the relevant client's profile by clicking their name.
Click Appointments & Classes, then select Treatment Plans.
Click Create Treatment Plan.
Fill in the treatment plan details:
Name - give the plan a name that's easy to identify. Most people use the plan type and start date, for example CDMP 2025 or DVA 03/05/2025, or the injury such as R Total Knee Replacement.
Referral type - helps categorise the reason for the plan. This also impacts billable items, audiences, and some reports.
Client reference number, case manager, and referring doctor - for easy reference.
Issue and expiry date - limits the plan to a specific timeframe. If left blank, the plan can be used on any date.
Select the appropriate Treatment plan monitoring type, either Number of Appointments/Classes or Dollar Value.
Then enter the Treatment plan limit - once the limit is reached the plan will be set as inactive. You can also choose whether cancelled and DNA appointments count toward the limit by ticking the relevant checkbox.
You can also attach a document to the treatment plan - either using a template you've created in Pogozo or by uploading a PDF such as a referral letter.
TIP: Learn about the four types of documents you can add in Pogozo.
Scroll to the bottom and click Save Treatment Plan.
The plan will now appear in the client's profile and will be available to select when making appointments.
Linking bookings to a treatment plan
There are two ways to link a booking to a treatment plan.
From the calendar
Go to Calendar and click on the appointment tile to open the appointment drawer.
Click Edit appointment.
Then select the treatment plan from the Treatment Plan dropdown, or create a new one.
Click Save changes.
TIP: You can also add class bookings to the client's treatment plan from the Calendar by clicking the three dots to the right of the participant and selecting Add to treatment plan.
From the client's profile
Go to Client's Profile, and click Appointments & Classes.
Find the booking in the list, click the three dots to the right and select Add to treatment plan.
Select the treatment plan from the list, or create a new one. Then click Save changes.
