Marking Treatment Plan as Reviewed

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Kyle F. Richards

• November 27, 2020 21:34

This is a small thing, but I think it should be added to Simple Practice. Simple Practice sends reminders for treatment reviews; however, if there are no changes, there is not a way to mark the treatment plan as reviewed along with a date and time. 

When sending out release of information with treatment plans, a lot of times doctors and other medical professionals want to know how many times my treatment plans were reviewed/updated etc. 

So, it would be helpful to have a "mark as reviewed" button when it comes time to review a treatment plan.

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  Ruth

  • November 30, 2020 21:04

  Hi Kyle, I'd recommend upvoting and commenting on this post on our Ideas and Suggestions Board: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/38611996-add-review-date-to-treatment-plan . You're correct, we have released a feature that will allow you to set a reminder to review an existing Treatment Plan; however, this feature enhancement doesn’t allow you to sign a treatment plan, or indicate it’s been reviewed. For now, I'd recommend clicking +Create New > Diagnosis & Treatment Plan > Create from previous and manually noting that the Treatment Plan has been reviewed, in addition to any new notes you'd like to make on the previously entered fields. 

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  Amanda Ori

  • April 16, 2021 15:50

  Hi Ruth,

  When you do go to create a new treatment plan, I noticed that the 'create from previous' only seems to work for the diagnosis. Is there a way to bring up past treatment plans when creating a new one? I am going to go vote for this on the ideas and suggestions board as well.

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