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Reviewing and editing treatment plan versions

Update a treatment plan and review its earlier versions.

Open a treatment plan to update the current version or review earlier versions.

Open a treatment plan

To open a plan:

  1. Open the patient’s profile.

  2. Select Treatment Plans.

  3. Select the treatment plan.

Allia opens the latest version by default.

Edit the current treatment plan

To update a plan:

  1. Open the section you want to change.

  2. Select Edit.

  3. Update the goals, objectives, interventions, or other clinical information.

View an earlier version

To review version history:

  1. Go to the top of the treatment plan.

  2. Select Version.

  3. Choose a version from the chronological list.

Each version remains available, so updates do not overwrite the earlier documentation.

Tip: Review previous versions before making a meaningful change to a diagnosis, goal, or intervention.

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