Overview
If a patient's insurance covers a set number of visits, like 18 or 24 per calendar year, a Treatment Plan can keep count for you. Set it up once, and AcuBliss tracks how many visits the patient has booked, how many they've attended, and how many they have left. No spreadsheets or manual tallies.
How It Works
A Treatment Plan tracks one or more services, such as your follow-up or return visit, starting from a date you choose. From that date on, every appointment the patient books for those services counts toward the plan.
The plan never expires and never blocks booking. If the patient books more visits in a given week or month than the plan's schedule suggests, the plan keeps counting as usual.
â ď¸ Important: overbooking past the total is not shown. The plan stops counting once the patient reaches the Quantity you set. For example, if the plan is set to 24 visits and the patient books 28, the plan only shows 24 booked. It won't tell you the patient went over.
Step-by-Step
Open the patient's chart and go to their Dashboard.
Find the Treatment Plans section and click the blue Add Treatment Plan button.
Name the plan. Use something easy to recognize, like 2026 Insurance Visits or Annual Authorization Visits.
Set the Start Date. This is the date the plan starts counting from (see the callout below).
In the Services section, pick the service or services you want to track. This is usually your follow-up or return visit, but you can add more than one if the insurance covers several visit types.
Enter the Quantity for each service, which is the number of visits the insurance covers (for example, 24).
Set the schedule. It defaults to a weekly frequency (such as 3 times per week), but you can switch it to monthly. For 24 visits, 2 times per month for 12 months works well.
Save the plan.
đĄ The Start Date is the most important field. AcuBliss counts visits from this date forward. For an annual benefit, set it to January 1 of the current year, even if you're creating the plan mid-year, so visits the patient has already had are counted. For a monthly benefit, set it to the 1st of the current month.
Don't Worry About Round Numbers
The schedule is just a guide for pacing. What matters is the Start Date, the Services, and the Quantity. If a patient has 15 visits per year, any of these setups will track correctly:
1 visit per month for 15 months
2 visits per month for 8 months
Any other combination that adds up to about the right total
The plan won't cap visits per week or month either. If you set 2 per month and the patient books 3, all 3 count toward the total.
Where to See the Count
Once the plan is set up, you can check the patient's progress in two places:
Patient Dashboard > Treatment Plans
Appointment Details, in the plan section. It's right there when you open any appointment, so you don't need to leave the calendar.
Either way, you'll see:
Scheduled: how many appointments the patient has scheduled since the start date (up to the plan's Quantity)
Attended: how many visits they've completed
The progress bar fills in as appointments are scheduled and moves forward as they're checked in. The plan's color also shows its status at a glance.
Patient Dashboard:
Appointment Details:
Important Notes
Check patients in. A visit counts as attended only after the appointment is checked in. If the attended count looks low, make sure past appointments were checked in.
Don't add the same service twice. If one service needs two different schedules (for example, weekly for 7 weeks and then twice a week for 5), the plan only uses the last entry. Create two plans instead, and give the second one a future start date.
New benefit year, new plan. When the patient's benefits reset (for example, on January 1), create a new plan with the new start date so the count starts fresh.
Patients can see it. Treatment Plans appear in the patient portal, so use a clear, patient-friendly name.
Prior authorizations are separate. If a payer issued an authorization number for a set of visits, record it in the patient's Insurance tab. Use Treatment Plans for annual or monthly visit limits.
Questions? Reach out â we're happy to help! â¨