On the Treatment Plan Configuration scree, you can view the wheel icon Configure_user_profile on the top right corner. Clicking this Customized Preferences icon, you will see a lot of settings here, each of them are explained below:

Auto populate Units based on Encounter Duration for Visit & Procedure Codes: When the encounter is ended, system calculates the visit duration and populates the related units accordingly. To populate units based on encounter duration automatically, select this check box.
Hide care plan problems from other providers: If you do not want to see problems recorded by other providers, select this check box.
Autofill Treatment Plan Items without manual intervention: Select this check box to enable the Autofill feature. This feature is explained later in this release note.
Restrict / Notify User when Follow Up Not Recorded: You will get restricted/notified if you have not recorded Follow Up in Treatment Plan.

 

oWhen restricted, users will not be able to end encounter until the Follow Up is recorded.
oWhen Notify option is selected, users will get notification while ending an encounter to record Follow Up.

 

 

Rest of the check boxes are self-explanatory that can be used to show the items in bold on the Encounter Note.

 

                                            customized_preferences_treatmentplan