When a patient has an active health plan, you can add items from the health plan to a consultation. In the health plan dialogue, you select the items to use and add quantities.
Note: The new consultation page is being released from 16 September 2026. It becomes the default consultation page on 28 September 2026, and the old consultation page is planned to be retired in October 2026. Until then, you can switch between the two versions from the top of the consultation page.
Where the health plan is shown depends on which version of the consultation page you are using:
On the old consultation page, the health plan icon and a link are shown in the panel on the right-hand side of the page.
On the new consultation page, select the Health Plans icon in the client and patient header at the top of the page.
To use items from the health plan:
Open the health plan dialogue. If the client is late on their payments, a notification is shown. Late payments do not prevent you from using items from the health plan.
Select the items you want to use and add the Quantity.
If available, add the Performed by or Administration method options.
Select Use items.
The items and related compensation items are added to the consultation. To see which consultation item a compensation item compensates, hold the pointer over the health plan icon.