Write the treatment plan and send the care plan
Record the treatment plan for a visit, then send the take-home care plan to the patient.
Where to find it: Patient → Treatment and Communication
Open this in the portal →Steps
- Open the patient and go to the Treatment tab. Write the treatment plan for this visit; it saves automatically.
- Under What to take, give each line its When, How much and How long. You fill these in; MyDosha suggests none of them.
- To reuse your own advice text, choose “Open your library” to open your library and insert a block. Nothing is inserted unless you choose it.
- To dispense stock while writing the treatment plan, use the inventory widget in the Dispensed row.
- When the visit is done, choose “Send take-home plan & finish”, or open Communication and use “Notify patient (portal link)”, which sends the patient a short email with a secure link to their portal. If the owner chose full care plan emails, the same button reads “Preview & send”: preview the plan and send it.
- Optionally start a draft invoice for the consult from there. It is only reviewed, never saved or sent for you. The same step can start the next visit with a blank plan; the finished plan stays on the logged visit in the Timeline.
- Patient without email? “Print sheet” makes the take-home sheet as a PDF and files it under Documents.
Good to know
By default the care plan email only tells the patient that something new is in their portal, with a secure link. The full text goes by email only if the owner chose that under Communication in Account & Settings. The same goes for the Care Plan Summary (prescription): the signed summary is saved as a PDF in the patient's portal Documents, and by default the email is only the short notice with the portal link, without medicine names or doses.
Related guides
- Your Library
- Plan phases and the intake schedule
- Create and send an invoice
- Give a patient access to their portal
These guides describe the portal as it works today. They are product help, not clinical guidance.