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Updating a Treatment Plan
Updating a Treatment Plan

How to update a client's Treatment Plan

Updated over 3 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

  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


Video Walkthrough

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