Clients w/ Missing Treatment Plans- How Do I View?

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Jessica Boff

• October 19, 2021 16:30

Hello Colleagues!

I'm wondering if there is a way I can view a list of clients who are missing treatment plans? I'm not seeing a report that does this, and I really don't want to have to go into every client individually to check. Any feedback, hacks/tricks, etc. are appreciated!

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  Sara

  • October 19, 2021 18:35

  Hi Jessica,

  While we do not have a report specific to treatment plans that are missing, we do have reminders for clients who are missing both a diagnosis and a treatment plan. These reminders are located in your Reminders tab.
  
  That being said, we love feedback and ideas for ways to advance the platform. I found this thread from our Ideas and Suggestions Board that I encourage you to vote on and share your thoughts: Report for treatment plans.

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