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Edit an existing Treatment Plan

How to update a client's Treatment Plan

Updated over 2 months ago

Need to make changes to a client's Treatment Plan, such as updating the Diagnosis, Focus of Treatment? No problem! This article will walk you through how to do so step-by-step.


How to edit a client's existing Treatment Plan that was generated within Blueprint

  1. Navigate to the client's profile using the Client Search Bar or finding them in your Client List

  2. Go to their Treatment Plan tab

  3. Click View Treatment Plan next to the Treatment Plan (If the client doesn't have a Treatment Plan yet, you'll need to generate or upload one first)

  4. Click Edit

  5. Make changes

  6. Click Save & Update


How to edit a client's existing Treatment Plan that was uploaded to Blueprint

It's not possible to edit a Treatment Plan that was uploaded into Blueprint. Instead, you must delete the existing Treatment Plan and then upload a new Treatment Plan.

  1. Navigate to the client's profile using the Client Search Bar or finding them in your Client List

  2. Go to their Treatment Plan tab

  3. Click View Treatment Plan next to the Treatment Plan (If the client doesn't have a Treatment Plan yet, you'll need to generate or upload one first)

  4. Click Delete

  5. That's it! Now you're able to upload a new Treatment Plan with the edits desired or generate one within Blueprint

  6. Click Save & Update

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