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Reviewing Treatment Plans

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8 comments

  • Allison Hulett

    Same! I love that it reminds me every 90 days. But there is no way to update a current Dx Tx Plan, so I create a new one, pull the previous info and then tweak.

    But SP sees this a a NEW dx tx plan not the old one having been reviewed. 

    How do we show that a Dx Tx Plan has been reviewed ??

    Thank you

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  • Kaela Koepke

    I also would like to know how to review a treatment plan without creating a new document. Is the only option to make a simple chart note stating the treatment plan has been reviewed then specify if there are changes or not?

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  • Kristin Zimmerman

    I have the same question.  How do I review the plan and modify it to reflect current dx and goals as well as those goals that are achieved?

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  • Kristin Zimmerman

    I have the same question.  How do I review the plan and modify it to reflect current dx and goals as well as those goals that are achieved?

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  • Nora Matthews

    I have the same question as above. "How do I review the treatment plan" so that I don't get the reminders that they are not done. 

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  • Becky Norman

    If we unlock the current treatment plan to review and update, does it save as a new plan or alter the original?

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  • Kyle Pearson

    Hi SP can someone please answer this?

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  • Carlye Kopp

    I found this to be most helpful: https://support.simplepractice.com/hc/en-us/articles/360041722112-Adding-assessments-diagnoses-and-treatment-plans#loadingapr

    The section "Using a previous treatment plan to create a new treatment plan"

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