To make a Denplan Assessment easier you can have it auto fill based on the services charted on a patient. You can do this by setting a Denplan Category against each service code.

The Denplan Assessment will look at the patients charting history and auto fill the form. These services can be set in 2 ways.

• Setting Denplan categories for multiple services
• Removing multiple services from a category 
• Setting the Denplan category for individual service(s)

Setting Denplan categories for multiple services

1. Select File- Payors.
2. Select a Payor in the Payors screen.
3. Select the Denplan Setup button to open the Denplan Setup window.
4. Use the Update ticked service to Denplan category dropdown menu to select a Denplan category.
5. Scroll up/down through the services list, ticking the box for each required Denplan service.
6. A service can appear in only one list at a time, so if you select a different category for a service item it will then change to that category and be removed from its original category.
7. Select the Update button to save your changes.

Removing multiple services from a category 

To remove services from a category,

1. Repeat the steps above with the category None selected.
2. Select the Update button to save your changes.
3. Repeat for changes to different categories.

Setting the Denplan category for individual service(s)

Access the Services list from either, Configure - Services or the Service list in the Chart tab.

1. On the Chart Tab highlight a service and click on the e|d (edit) button or
2. Click on Configure - Services, highlight the service and click on the Edit button
   
   1. You can set the Denplan category via the Denplan Category dropdown menu.
   2. Click Save to save your changes.

Removing categories from individual services

To remove a service from a category,

1. Repeat the steps above with the category None selected.
2. Repeat the steps for each service.