A treatment plan is a proposed course of treatment for a patient, built before their cycle starts. It covers the medications, tests, appointments, consents, and key details like gamete providers transfer strategy.
Why clinics use it
Agree the plan with your patient first. Send it to them to review in their portal and agree before anything is booked.
Keep the plan and the cycle linked. Starting their cycle from the plan carries its details across automatically.
Build from what you already use. Start from one of your existing protocols and customise it, or build a new one from scratch, without losing either option partway through.
See the whole plan at a glance. A plan summary fills in as you build, so you can check everything before you save.
Quote alongside the plan. Create a quote from the plan so the patient can see the cost of their treatment.
How it works
Open the patient’s profile and select Treatment plans in the sidebar, then click New plan. You can also click Create Treatment Plan from a diagnostic workup, and the workup’s results will be shown while you build.
Choose a Treatment protocol: pick one of your clinic’s protocols, click Customise to adjust it, or choose Custom protocol… to build one from scratch.
Add the plan details, any Additional services and notes.
Click Create to save the plan as a Draft.
Send the plan to the patient, or accept it on their behalf.
Once it’s accepted, click Start Cycle.
Building the plan
Choosing a protocol
The Treatment protocol list shows your clinic’s active protocols. When you choose one, its medications, appointments, consents and tests are added to the plan.
Customise opens the protocol so you can add, change or remove items for this patient only. Your clinic’s original protocol isn’t changed. The plan shows the protocol as, for example, Antagonist (customised).
Custom protocol… opens a blank builder. Choose the treatment type, give the protocol a name, and choose the uterine lining preparation. Then add items on each tab:
Medications: medication, dosage, duration, cycle day and prescription template
Appointments: appointment type and cycle day
Consents: the consent needed
Tests: test and cycle day
Tip: choosing a different protocol replaces what’s on the plan, including any customisations. Settle on your starting protocol before you start customising it.
Plan details
Field | What it’s for |
Primary location | The clinic site where treatment will take place |
Gamete providers | Who provides the eggs and sperm. Each can be the patient, their partner, a known or unknown donor, or a donor not yet identified |
Estimated start date | When you expect the cycle to begin |
Last menstrual period | Pre-filled from the patient app where available |
Additional services | Any extra services from your clinic’s list |
Fertilization techniques | For example, IVF or ICSI |
PGT types and reasons | PGT-A, PGT-M or PGT-SR, and why it’s needed |
Transfer strategy | Fresh transfer (and how many embryos to transfer) or Freeze all |
Additional notes | Anything else the team should know |
The patient and partner are filled in from the patient’s record automatically.
Reviewing a plan
Open a plan to see two tabs:
Summary shows everything in the plan, grouped into cycle setup, lab and PGT, transfer, and the actions from the protocol. You can edit Additional notes directly from this tab.
Quote builder lets you create a quote for the plan with Create quote and see each quote’s status (Pending, Accepted, Declined or Expired).
Getting the patient’s agreement
Use the Patient acceptance menu on the plan:
Send to patient makes the plan visible to the patient, and their partner, in the patient app. There they can review the medications, tests, appointments, consents, services and any quotes, and accept the plan. Only the main patient can accept; the partner can only view it.
Accept on patient’s behalf records the acceptance yourself, for example when the patient has agreed in clinic. You can do this without sending the plan first.
A plan shows one of three statuses: Draft, Sent to patient or Accepted.
You can edit a plan while it is in Draft or Sent to patient. Once a plan is accepted, it is locked and can’t be changed.
Starting the cycle
Click Start Cycle on an accepted plan. Before you confirm, the cycle is set up from the plan and you can check or adjust the details. The following carries across from the plan:
the location, start date and last menstrual period
the gamete providers
the medications, tests, appointments and consents
the PGT request
the additional services, which become cycle options
Draft prescriptions are created for medications that have a prescription template. Appointments aren’t booked automatically: they’re added to the cycle ready for you to book.
You can also start from the usual Start new cycle window. If the patient has an accepted plan, it’s listed under Treatment plans, so you can choose it and keep the cycle linked. An accepted plan can be used to start more than one cycle, for example for a later round of treatment.
Before you can start a cycle:
the plan must be accepted
if the plan has quotes, the patient must have accepted at least one of them
Still need help?
Any questions, reach out to wawa support.