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Marking Treatment Plan as Reviewed

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43 comments

  • Ruth

    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

    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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  • Stacie Heibel

    I agree with the prior post.  Updating a treatment plan and making changes when needed might actually occur weekly or bi weekly.  This is a feature that needs to be changed to reflect a pt progress in therapy.

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  • Thomson Ticum

    I definitely agree. Let's get this going! 

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  • Jennifer Weaver

    I also agree. Thank you for bringing this to their attention.

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  • Jean Marie Pearce

    I agree ! It is very frustrating to not be able to note progress on treatment plans and update the existing ones. 

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  • Zabrina Boudreau MS,LPC

    I am also looking for this feature. I have indicated in the note that we have reviewed but am used to other EHRs where I extend target dates etc.

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  • Heather Newcomb

    This has been a large frustration for me. I would like to be able to document directly to the treatment plan upon the review date or whenever it needs to be updated or amended. Can SP make this happen?

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  • John Hamilton

    It looks like this has been suggested for 2 YEARS. What changes are being made to make this feature better?

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  • Kyle F. Richards

    Haha yep, such a simple button not sure why they won’t do it

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  • Kimberly Martin

    Looking for the feature to update and review a treatment plan instead of creating a new one, just like you all!

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  • Ashley Parkinson

    Any updates on making it much easier to review a treatment plan in SP??

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  • Mary Ann Kreider

    This seems like a relatively easy thing to add to the form.  A place to either click "review" with date and a narrative space for comments.

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  • Nicole Kopacz

    Came to figure how to review a treatment plan with no changes, disappointed this feature is not yet a thing. 

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  • Karen Wall

    Kyle has a great idea. It was 2 years ago, so I am wondering what is delaying this fix. I just reviewed a care plan and ended up doing an Add Note that I reviewed it and the status of it. Being able to be in the care plan and after reviewing it, select the "button" that would do a kind of date stamp. 

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  • Nicole Williams

    Would someone from Simple Practice be able to respond to this thread, even if it is to say they will take this feedback to developers? With more and more insurance companies doing audits this is an extremely important detail that needs to be addressed. Thank you! 

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  • Tammy Rector, MA CCC-SLP

    I agree. It's time to fix this or look for other options. Someone please respond from SP! Thank you!

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  • Sylvia Jones

    Please update the previous suggestions in regards to reviewing and stamping as reviewed.

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  • Aimée B. Pharr

    Chiming in to add that this would be a great feature to either 

    a) copy over old plan to revise and create a new one

    b) mark old plan as reviewed with a note in document history that it has been reviewed. 

    Great idea for a feature, though implementation is lacking. Thank you!

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  • Cindy Pilcher

    Does Simple Practice have a plan for implementing a feature to review a treatment plan? It appears this has been an issue for 2 years. I hope Simple Practice listens to the people who are paying for this product, as there are other ones out there that have this type of feature.

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  • Charles Kirby

    Also encountering the same issues mentioned by others around Tx plan reviews and seems this is a more critical update than some of the other, recent ones posted in the SP change log.  Unsure why there isn't a more streamlined means of completing a Tx plan where following the link in our reminders takes us to the page where we can actually complete the update vs having to navigate backwards to the overview page and recreate the Tx plan.  More evidence of developers vs people who actually do our jobs designing certain aspects of your software.

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  • John Hamilton

    Dear Simple Practice: You know, we are people people, as therapists. Multiple posts on this topic with no response from anyone at SP is really disappointing. Having no phone number to call when you really have an urgent need is also disappointing. Not to get on a soapbox, but human interaction and contact is ironically what would make your company and product so much better. Just respond..............it's a matter of following the values you purport to have, and hopefully one of the reasons you got into this business too.....to HELP people. Thanks

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  • Bridget Richard

    Please add this, when we are audited we are dinged if we can't show regular reviews.

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  • Rachel Brabec

    Also requesting this feature be added. 

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  • Aimée B. Pharr

    Agreed, A really necessary feature! 

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  • Heather Newcomb

    I appreciate the new feature of adding progress to a treatment plan. However, this only allows if the treatment plan is a Wiley plan. I personally, prefer to write out my own treatment plans with the client's specific goals in mind, not from the limited options provided in Wiley. 

    SP, thank you for adding this feature for Wiley plans. Is there any way we could do this for ALL treatment plans that are entered into the system?

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  • Dr. David Shoots

    I agree with the frustration of being able to review a treatment plan. Why have the "Review Reminder" when we really can't review?

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  • Jason Luna

    Here to express frustration that a clear "reviewed" option still hasn't been introduced into the fix yet. There needs to be options added to more than just Wiley plans.

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  • Jordan Berry

    Commenting June 12, 2023. I came to express the same concern and frustration as others. Please provide a clear treatment plan review option. Is any one reading this?

    Additionally, I'm getting multiple treatment plan review reminders for the same client. My understanding was that the most recent tx plan is the "current" treatment plan, so why am I getting more than one treatment plan reminder for one client?

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  • Benita Hutchinson LCSW, CAADC

    Very upsetting.  Even with Wiley, one has to ensure that they update it on an appointment date.  So if you forget and go back, hopefully you didn't sign your note.

     

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