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Marking Treatment Plan as Reviewed




  • Ruth

    Hi Kyle, I'd recommend upvoting and commenting on this post on our Ideas and Suggestions Board: . 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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