Report Feature for Treatment plans and Other Documents

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Emily Neuman Bauerle

• April 16, 2025 17:36

It is essential for group practices to be able to pull reports on whether clinicians have made treatment plans for clients (in the same way that we can pull reports on progress notes). This would also be helpful for other documents but it is ESSENTIAL for treatment plans as this is an insurance and state requirement for therapists. 

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  Tiffany Manson

  • May 02, 2025 21:14

  Completely agree, and would LOVE to see this for ISPs and other documents, as well! 

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