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Kareo Help Center

Complete Treatment Plan

Updated: 03/17/2021
Views: 800

Providers can mark an active treatment plan as completed and document final comments. Once a treatment plan is marked as completed, it cannot be edited. If necessary, update or edit the treatment plan before marking it as completed.

Access Treatment Plan

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Notes. The Notes page opens.
  4. Click Open. The Treatment Plan page opens.

Complete Treatment Plan

  1. Review the treatment plan and add any final edits or progress updates.
  2. Click the up arrow and click Complete Treatment Plan. The Close Comments editor opens.
  1. Enter relevant Closing Comments.
    Note: Shared treatment plans does not include closing comments.
  2. If necessary, click the print icon to generate a PDF of the treatment plan. Save or print the PDF using the browser's functions.
  3. Click Save & Close when finished.
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