Treatment plan detail

Plan view: header with patient, professional, and status; main column with the items (catalog or odontogram tooth treatment); and sidebar with the linked budget, executions, and contacts. This is where you confirm, sync with the budget, mark items as performed, and close or reactivate.

At a glance

• Status chip. The header chip reflects the state: draft, pending, active, completed, closed. Actions change with the state.
• Items — add, reorder, complete. Each item references a catalog item and, optionally, an odontogram tooth treatment. Completing an item publishes treatment_plan.treatment_completed (with treatment_category_key for recalls).
• Doctor per treatment. Every item carries its own assigned_professional_id. New items inherit the plan's doctor. Click the coloured chip next to the item name to assign a different professional (e.g. filling by Dr A, endodontics by Dr B). When two or more doctors are involved in the plan, the chip colours make the mix visible at a glance. The chip stays editable while the item is pending, even after the plan is validated and the budget is active — reassignment is operational and does not change the patient-facing contract. Once an item is marked as completed, the chip becomes a read-only indicator and keeps showing assigned_professional_id (the clinician responsible for the treatment); completion can be triggered by reception or an admin on behalf of the clinician, so "who clicked Complete" is intentionally not the chart's reference.
• Linked budget. Generate budget / Link to existing budget / Sync buttons as needed. The plan publishes treatment_plan.treatment_added / _removed / budget_sync_requested so budget keeps the budget up to date.
• Contacts — front-desk touchpoint history. Useful when the plan is pending awaiting acceptance.
• Clinical notes. Can be attached to the plan from the clinical_notes module (slot patient.detail.clinical.notes).

Confirm a plan

Requires treatment_plan.plans.confirm.

1. On a draft plan, click Confirm.
2. treatment_plan.confirmed is published. The plan moves to pending.
3. If no budget was linked, Generate budget creates a new one on the budget module.

Mark items as performed

Requires treatment_plan.plans.write.

1. On the item, click Mark as done.
2. treatment_plan.treatment_completed is published. recalls can suggest a follow-up recall based on treatment_category_key.
3. To record a clinical note at that moment, use the Add note button (contributed by clinical_notes).

Multi-session treatments

Some catalog items (e.g. crown, root canal) carry a session template with a label and price per step. When the treatment is added to a plan, one session is created per step.

• The item header shows an X/Y sessions progress chip.
• Below the item, the session list renders one row per session (✓ icon when completed, dashed circle when pending).
• Click the check on a pending session to mark it done — publishes treatment_plan.item_session_completed; payments records an "earned" entry for that amount.
• The item is finalized automatically when the last pending session is completed (the legacy completion flow runs at that point).
• Cancel a session if it was not delivered — no earned entry is generated.
• If the treatment is marked performed from the odontogram, the full price is charged through that path and the item's pending sessions are cancelled automatically — the total is never charged twice.

Change the plan's doctor

Requires treatment_plan.plans.write.

1. Open Edit plan and pick a new professional.
2. If there are pending items still assigned to the previous doctor, a confirmation appears: "Reassign pending treatments?".
3. Choose Yes, reassign pending to push all matching pending items onto the new doctor in the same save. Items with an explicit override (different doctor) and completed items are never touched.
4. Choose No, keep as they are to update only the plan-level doctor; the items stay where they were.

Close or reactivate

Closing requires treatment_plan.plans.close. Reactivating requires treatment_plan.plans.reactivate.

1. Close — pick reason: rejected, expired, cancelled, abandoned, or other. Publishes treatment_plan.closed with closure_reason.
2. Reactivate — back to draft. Publishes treatment_plan.reactivated. Re-confirming generates a fresh quote (the previously rejected/expired one becomes history and no longer locks the plan).
3. Automatic reactivation — a plan closed as rejected by the patient returns to In progress on its own if the patient accepts a new version of the quote (Resend button on the quote).

Permissions

What you see / can do	Permission
View detail, items, and contacts	treatment_plan.plans.read
Add/reorder items, complete them, log contacts	treatment_plan.plans.write
Confirm (draft → pending)	treatment_plan.plans.confirm
Close	treatment_plan.plans.close
Reactivate	treatment_plan.plans.reactivate

Troubleshooting

• Confirmed the plan but no budget appears. Confirming auto-creates the draft budget; reload the page. If the plan already had a live draft, it is reused instead of creating another.
• The plan shows as locked. Only sent or accepted budgets lock (they are a contract with the patient). A cancelled, rejected or expired budget does not lock: you can keep editing the plan.
• I cancelled the quote from the budgets module. The linked pending plan returns to draft on its own so you can edit and re-confirm it.
• Patient accepted the budget but the plan is still pending. Check that budget.accepted is flowing (the budget module must be installed and the budget actually accepted). The on_budget_accepted handler moves it to active.
• Cannot delete an item. The item is already marked as done. Completed items remain as history.
• Cannot complete an item. Your role lacks treatment_plan.plans.write.