Skip to main content

How do I review a treatment plan appropriately? I do not want to update the treatment plan, rather "review" it and I am unable to figure out how to do this correctly. TIA



  • Kimberly Lechner

    We have been using the treatment review note template in SP for this purpose. However, I would like to see a feature within SP where we can indicate progress directly on a treatment plan with respect to specific objectives. We used to use Theranest, and the Theranest treatment plan allowed clinicians to report whether a client had met or was making progress toward goals/objectives. I'm interested in seeing how others are documenting progress toward goals/objectives on a treatment plan. Thus far, I seem to only be able to add a treatment review note, and then if I want to update the treatment plan itself in anyway- I have to create a new treatment plan or open a signed treatment plan. It would be nice to have a cohesive document that clearly illustrates progress overtime and shows goals that have been met in the past as well as new goals that are currently being addressed in therapy. 

    Comment actions Permalink
  • Lena Sheffield

    I have similar question and it's not answered by the premade answers.   I just created a new treatment plan for a long term client because I couldn't change her original to "review" and update the review date. I still have the message that her original treatment plan needs review.   

    Agree it would be great to indicate that a goal(s) have been met and new ones added.   That's the advantage to paper documents. 


    Comment actions Permalink

Please sign in to leave a comment.