A client recently returned to me months after our initial consultation and when I ran the analysis again from their saved data, I realized that I forgot to update the date for a treatment for a condition. Is there a way to make it so it’ll update to the current date automatically?
This question inspired the creation of The Ongoing Treatment Indicator.
Where It Is.
In BestPlanPro Windows Version and BPP Online, you can find a checkbox that is labeled ‘Treatment is Ongoing’ inside the Add Medication and Add Condition form windows. First, click on +Add for either Medications or Conditions/Events.
If editing the medication, first type in the medication name and the corresponding condition to treat. And if the treatment is ongoing, click the checkbox.
If you are editing a condition, enter the condition and click ‘Treatment is Ongoing’ to let BPP know the condition is still current.
What you get.
Upon checking these boxes the word
ONGOING appears in the field for both BestPlanPro Windows Version and BBP Online. You can also simply type in the word
ONGOING and the checkbox will be marked automatically. To turn this feature off, simply uncheck the box or delete the text in the field.
With this feature on, you no longer have to update the “Most Recent Fill” box for Medications or the “Last Treatment” box for Conditions if the treatment is ongoing. So if you save a client’s data and come back to it the next day, the date will be understood to be the day you run the analysis.
Keeping Data Current.
The practical usage of this feature is to discern whether a client’s treatment is relevant based on date of treatment. For instance, if a client has diabetes and regularly takes medications for this condition, then the treatment is ongoing. This helps distinguish between chronic and/or acute treatments that may no longer be active. Having the correct data is imperative for underwriting to be as accurate as possible.