Sending a Treatment Plan for Client Signature

Once a treatment plan has been created, you can send it to the client by checking the box 'Ready for Client Signature'.

Within the Client Portal, the client will find a tab called Treatment Plan. Here, they can select Signature to sign their active treatment plan.

Once the signature has been saved, they will no longer be able to edit the signature. This is replaced with the timestamp.

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• How to Create a Treatment Plan

  Step 1: Navigate to the client’s appointment and select Add Note. Step 2: Open the Diagnosis tab. Then, select Treatment Plan. Here you can select a type of treatment plan, add dates, and select Save. Select New Plan to create a new treatment plan. ...

• Treatment Plan Overdue Within To-Do List

  Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...

• Turning on Treatment Plan Overdue Notification

  When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...

• Adding Signature on File

  Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...

• How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)

  Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.