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Transfer primary client diagnosis and treatment plan to couple profile

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  • Ruth

    Hi Nora - We decided not to import any documentation added under the individual clients' files when you create a Couples Profile from existing clients. The rationale behind this decision came from wanting to maintain the security of each client's data. We have no way of knowing if customers added client specific information to Treatment Plans, or Progress Notes for Couples Appointments, prior to the new functionality being implemented. Therefore, you'll want to create new Diagnoses and Treatment Plans for your Couple Client Profiles. 

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