How to look at Treatment Plans related to a single provider.

There is more than one way to view and access treatment plans by a single provider vs the entire office. The entire office is the view from the Treatment Acceptance Office panel on the Home page. The list of treatment plans seen when the panel is expanded shows the treatment plans for the entire office.

One method by provider is to go to the TX Planning page. The initial view is the total of all providers, but there is a menu at the top of the page to filter the page down to one provider. Then upon expansion of the TX Acceptance Provider panel what is visible is just the TX plans assigned to the provider you have selected at the top of the page.

Another method would be on a custom dashboard if the Tx Planning - Tx Acceptance Provider panel is broken down into further panels by provider. Expanding those panels will also be displaying just the plans created by that particular provider or group of providers.