Publish a completed treatment plan to sign and timestamp the clinical record. You can then download it or send a read-only copy to the patient.
Publish a treatment plan
To publish a plan:
Open the patient’s Treatment Plan tab.
Select the draft plan.
Select Publish.
Type your full name or draw your signature.
Select both confirmation boxes.
Select Publish again.
The plan becomes a signed and timestamped clinical record.
Send the plan to the patient
After publishing, choose one of these options:
Download PDF: Save a copy for offline review, an audit, or another record.
Send to Patient: Send the plan through Messages in the Allia Health app.
The patient receives a notification and can review the plan. They cannot edit the clinical record.
Update a published plan
When you edit a published plan, Allia asks you to save the changes as a new version. The original version remains available.
Use Version to move between versions and compare changes to goals, symptoms, or other sections.
