Action Plan > How to Generate the Report for Travel Appointments
Action Plan > How to Generate the Report for Travel Appointments
The Action Plan is a personalized report that can be generated during a travel appointment for the patient to take home. It includes their recommended drugs and personalized travel recommendations.
(NOTE: The defaults setup must be complete prior to booking appointments. See Edit Action Plan Recommendation Defaults.)
How It Works:
After you have gone over all questionnaires, the trip itinerary and have (1) dealt with your drug recommendations on the prescription tab, the next steps are (2) personalize the recommendations and then (3) generate the Action Plan. The Action Plan is usually generated at the end of the appointment.
(1) Prescription:
On the Prescription tab of an appointment is where you add all recommended drugs to the appointment and generate the prescription and consent form.
- If the patient wishes to defer or reject a recommended drug, it is important to change the status of the drug so this is recorded. (They will appear as either dispensed, deferred or rejected on the consent form, courtesy letter and the action plan.)
- Once you have decided with the patient which drugs are going to be dispensed, generate the prescription and consent form and sign/have signed as required.
- Dispense the drugs. (See Dispensing Drugs for more Information.)
(2) Recommendations:
On the Action Plan tab of a travel appointment you will find all of the default recommendations (these were setup in advance). Now its time to personalize the recommendations to suit your patient.
- To select a point to be included in the action plan for your patient, simply check the box beside it.
~ You can edit the point further by clicking the edit button the right side of the line. Edit the recommendation and click save. This will now be saved to this patients appointment only.
~ If you don't select any points from a certain section, that section will not be included in your patients action plan.
- You can also edit the section Names and Footer if needed.
(3) Generate the Action Plan:
Once you are satisfied with the recommendations, you can generate the report for the patient.
- On the Action Plan tab of the appointment, make sure Action Plan is checked on > then hit generate.
- Click the link to open and print.