The Plan stage turns a consultation into a proposal: the treatments you suggest, their estimated costs, and the areas and points you intend to treat. A plan is always made on an open episode and linked to it.
Before you start
- You need the plan capability for Aura, granted per person by the Maxillo team.
- The episode must still be open. A closed episode shows This episode is closed, so no plan can be made on it.
- Products you want to name on the plan must exist under Settings → Aura products.
Steps
- Open the patient's Aesthetics (Aura) tab, select the open episode in Episodes, and click the Plan stage.
- In Treatment plan for this episode, click New plan. If the patient already has a plan, choose it from the Linked plan dropdown instead.
- Give the plan a Title (the default is Aesthetic treatment plan). Under Proposed treatments, type each treatment and an estimated cost in the £ est. box. Click + another for more rows, then Create plan.
- The plan's items and Estimated total now appear on the card. Below it, Planned areas and points lists what you intend to treat.
- To add an area, choose a Planned area (grouped as Front, Profile and Other), optionally a Planned product, a Qty and unit, and a Note. Click Add area.
- To pin exact positions, click Place exact points on the map →. On the Map stage choose Plan a point, click the face where you intend to treat, complete the Plan this point panel and click Plan point.
- To take something off the plan, click the cross next to it, type a reason in Why is this removed from the plan? and click Remove.
What happens next
- The plan appears on the patient's Treatment plan tab like any other plan. Its status (draft, active, completed or archived) is changed there.
- On the Map stage, planned points show as dashed rings. Once treated they fade, so you can see what remains.
- On a treatment episode, the Treat stage shows the linked plan and offers each planned point as a target.
- A plan is a proposal, not consent. The card reminds you: Accepting a plan is not consent; consent forms are signed on the Treat stage.
- A patient who uses the patient portal can accept a proposed plan there. The plan then shows as accepted by the patient on their record. That acceptance is not consent either.
Common problems
- New plan is not shown — the episode already has a linked plan, the episode is closed, or you lack the plan capability. Use the Linked plan dropdown or open a new episode.
- Plan a point is greyed out on the Map — hover for the reason. Link a plan on the Plan stage first means the episode has no plan yet.
- The product list is empty — ask whoever manages products to add them under Settings → Aura products.