Accessing a Client’s Treatment Plan
To view or edit an existing treatment plan, start from the client’s profile:
Select the Client you’d like to work with
Navigate to Treatment Plans
Choose the Treatment Plan you want to review or update
This will open the most recent version of the treatment plan by default.
Editing a Treatment Plan
Once inside the treatment plan:
Select the specific section you’d like to modify
Click Edit to make changes
You can update goals, objectives, interventions, or any other section as needed to reflect changes in care.
Viewing Past Versions
After completing your edits:
Scroll to the top of the treatment plan
Click on Version
If multiple versions of the treatment plan exist, they will appear here in chronological order. This allows you to review past iterations without overwriting prior documentation.
Each version preserves the historical context of care, ensuring transparency and continuity.
💡 Best Practices for Clinicians
Preserve Clinical History: Use versioning instead of overwriting plans to maintain an accurate record of treatment evolution.
Edit Intentionally: Make updates only when there is a meaningful change in goals, diagnosis, or interventions.
Review Before Updating: Check prior versions to ensure new edits align with previous clinical decisions and documentation.
This versioning workflow helps you stay compliant while keeping treatment plans up to date and clinically relevant.