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Treatment plans

A treatment plan organises a package of sessions for a client. Availability depends on the subscription plan and user permissions.

Create a plan​

  1. In Clientes, find the person and choose Editar cliente (edit client).
  2. In Planos de tratamento (treatment plans), choose Novo plano (new plan) or Criar plano (create plan).
  3. Select the service and enter the name, number of sessions and requested price.
  4. Review the amounts and choose Criar plano de tratamento (create treatment plan).

When creating an appointment, you can associate a compatible plan if the option is offered. The session is counted when the appointment is completed. The client can also view their plans in the client portal when included and authorised.