New Treatment Progress feature

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Kathryn Herrera

• April 11, 2023 18:35

LOVE LOVE the new treatment progress note section to add to progress notes.  I had manually created something similar which would take me far more time to implement...this is a comprehensive documentation process that will save so much time as well as provide valuable information to continue to monitor!! THANK YOU!!! 

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  Kimberly Rosen

  • April 25, 2023 01:20

  Can you say more about this feature and how to access it?  

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  Michael Manchester-Miles

  • April 28, 2023 18:53

  Kimberly, its now a tab above the progress note. Open a progress note to edit and you will see it. You can go in there and link the progress note to treatment plan which is a good addition in functionality. 

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  Jenni Harris

  • August 09, 2023 06:37

  I love the new treatment progress feature.  I am trying to figure out how to open a progress note without the client being scheduled.  I need to update treatment plan progress every 90 days for Medicaid clients.  These reviews are not always due on the day they have an appointment.  Is there a way to open the progress note without scheduling the client for an appointment?

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  Emily Quinnett

  • September 01, 2023 13:30

  You can create a new dx and tx plan directly from the client's main page. Client on their name and above their latest appointment you will see a box that says New with a down arrow. Client New and then click Diagnosis and Treatment Plan

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  Charlene Lenkart

  • October 19, 2023 00:39

  Any way this could also be made available for non-Wiley treatment plans?

   

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