# Plan templates A React block (a whole screen) in [Beamline](https://beamline.io/)'s [Clinic](https://beamline.io/components/apps/clinic) app. Live demo: https://beamline.io/components/plan-templates Reusable treatment-plan templates. A template reads as words at rest and changes on demand: its name edits in place; the status its procedures start as and who it is shared with (everyone, or chosen providers; none chosen is said) sit in one line and change in Settings. The treatment's shape leads: the total booked time and each visit as long as its appointment (a visit with no length hatched and said). Each visit lists its procedures in order with one menu per procedure (move up or down, move to another visit, duplicate, remove; a code twice in a visit is counted); a visit's name edits in place, its length opens on click, an empty visit stays as a place to move one into, and Add a procedure is a menu of the practice's codes. Unsaved changes are counted; saving applies to plans made from then on, never to plans already made; a refused save keeps the changes. ## Use it for - Setting up reusable phased plans that staff apply to patients. - Any template of ordered items in groups, with a length per group and who may use it. ## Not for - One patient's plan ([treatment-plan](https://beamline.io/components/treatment-plan)). - Note templates ([note-templates](https://beamline.io/components/note-templates)). ## Anatomy - header: the product's mark, the title, unsaved changes - templates: name, phases and procedures counted; the open one marked - title: the template's name (edits in place) and Settings (starting status, shared with everyone or chosen providers) - meta line: procedures start as, shared with (or shared with nobody, said) - shape: total booked time, visits and procedures counted, visits with no length said; a strip of the visits, each as long as its appointment - visit: number, name (edits in place), length (opens a field; Length not set in the warning tone), a menu with Remove; procedures with code, name, a count when repeated and one menu (Move up, Move down, Move to , Duplicate, Remove); Add a procedure (a menu of codes) - add a visit; a save bar with what happened, Discard and Save ## States - changes: none (quiet) or counted (warning) - shared with nobody: said, saving waits - phase: empty (a dashed place; an outlined part of the strip), length not set (warning, hatched in the strip) - repeated code: counted (info) - saved: applies to new plans; refused: the reason, changes kept - phone: one column - right to left: the layout mirrors - reduced motion: nothing animates ## Keyboard - Tab through the templates and each phase's fields and procedure actions; arrows' buttons move a procedure up or down; Enter presses ## Motion Nothing moves. Nothing runs at rest. ## Props | Prop | Type | Default | Description | | --- | --- | --- | --- | | `templates` (required) | `PlanTemplate[]` | — | | | `defaultTemplateId` | `string` | — | | | `catalog` (required) | `{ code: string; name: string; }[]` | — | The codes a template can hold, with their names. | | `providers` (required) | `{ id: string; name: string; }[]` | — | | | `onSave` | `((template: PlanTemplate) => Promise)` | — | Save the template; reject with the reason to keep the changes. | | `product` | `string` | — | Your product's name, shown as its mark. | | `className` | `string` | — | Classes on the documented visual root; no override by default. | | `ref` | `Ref` | — | Receives the documented native target or imperative handle; omitted by default. | ## Built from - [Avatar](https://beamline.io/components/avatar.md) - [Bottom sheet](https://beamline.io/components/bottom-sheet.md) - [Button](https://beamline.io/components/button.md) - [Checkbox](https://beamline.io/components/checkbox.md) - [Dropdown menu](https://beamline.io/components/dropdown-menu.md) - [Empty state](https://beamline.io/components/empty-state.md) - [Inline edit](https://beamline.io/components/inline-edit.md) - [Label](https://beamline.io/components/label.md) - [Number field](https://beamline.io/components/number-field.md) - [Popover](https://beamline.io/components/popover.md) - [Segmented control](https://beamline.io/components/segmented-control.md) - [Select](https://beamline.io/components/select.md) - [Skeleton](https://beamline.io/components/skeleton.md) - [Spinner](https://beamline.io/components/spinner.md) - [Text morph](https://beamline.io/components/text-morph.md) - [Tooltip](https://beamline.io/components/tooltip.md) ## Import ```tsx import { PlanTemplates } from "@beamline/plan-templates"; ``` ## Get it Plan templates is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect) ## More in Clinic - [Appointment book](https://beamline.io/components/appointment-book): The desk's day with the appointment editor beside it. The appointment being edited is a block on the day like any other, drawn in the accent while it is… - [Book an appointment](https://beamline.io/components/client-booking): A client books an appointment on the practice's own site: a service (length and price beside it), who gives it or anyone free, and where; a day with… - [Services and hours](https://beamline.io/components/booking-setup): A practice's services and the hours its practitioners can be booked, one relation seen from both ends. A service reads as values and changes on demand… - [Patient overview](https://beamline.io/components/patient-overview): One patient's record on a page. A search finds patients by name, chart number or birth date (recent patients when empty; same names told apart by birth… - [Patient chart](https://beamline.io/components/patient-chart): A clinic's chart for one client and their animals. The client's header (phone, email, contact preferences, the balance with what it means and as of when… - [Health questionnaire](https://beamline.io/components/health-questionnaire): A patient's medical history as a versioned questionnaire. Every question takes Yes, No or I don't know, and one not answered says so, never read as No; a… - [Case workspace](https://beamline.io/components/case-workspace): A patient's clinical cases and how cases work at the practice. A case shows its status, type, teeth, staff, location and start; its checklist counts… - [Care plan](https://beamline.io/components/care-plan): A client's care plan composed beside what the client will see of it. Every field says who sees it (the care team only, or the client too) and the… - [Treatment plan](https://beamline.io/components/treatment-plan): A patient's treatment plan in named phases. Each procedure shows its tooth, status and fee beside the patient's and the insurer's estimate (not known… - [Plan acceptance](https://beamline.io/components/plan-acceptance): A treatment plan presented for acceptance, from both sides. The practice chooses the agreement (the account's default or this location's own) and how… - [Plan follow-up](https://beamline.io/components/plan-follow-up): The practice's follow-up lists, for the person who turns accepted treatment into booked chairs. Treatment plans lead with what's at stake: the value… - [Session notes and tasks](https://beamline.io/components/session-notes): A session's note beside its follow-up tasks, each task tied to the exact words it came from: choose a task and its words light in the note or the… - [Note templates](https://beamline.io/components/note-templates): A practitioner's note templates in one library with three ways in. My templates lists their own by kind, favourites first, each with when it was last… - [Probing chart](https://beamline.io/components/probing-chart): A periodontal probing chart. Six sites per tooth (three buccal, three lingual) across both arches as you face the patient, each depth in its cell and… - [Procedure picker](https://beamline.io/components/procedure-picker): Procedures, conditions and bundles put on a patient's teeth from the chair. The mode (existing, planned, completed) is chosen before adding and each… - [Results notebook](https://beamline.io/components/results-notebook): A notebook entry's structured results. The entry's text above a bounded results table with typed columns: a sample link, numbers in their unit with their… - [Insurance claims](https://beamline.io/components/claims-queue): Insurance claims as a queue: every claim at first, in the order a person works them (rejected by the clearinghouse, denied by the payer, partly paid, not… - [Account ledger](https://beamline.io/components/account-ledger): A patient's account. All transactions or the ones needing attention, each dated with its type in a word, its amount and the running balance; entries that… - [Dispensing](https://beamline.io/components/dispensing): Dispensing from the shelf by lot. A product is found with its stock and prices (consumables left out unless asked); the quantity is drawn across its… - [Record sharing](https://beamline.io/components/record-sharing): Records sent out of a clinic. Several visits' records and their documents (record, invoice, plan, lab result, image) are chosen separately, with how much… - [Client journal](https://beamline.io/components/client-journal): A client's journal from both ends. The client's side is their home, built around their day: today's goals with how many are done and a mark each, done… Part of [Beamline UI: polished, editable React components and complete screens for custom applications](https://beamline.io/). [Build your own style from any look; tokens, fonts, radii, motion; not only colours](https://beamline.io/docs/customize).