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Kareo Help Center

Mark Treatment Plan as Error

Updated: 08/15/2020
Views: 105

The Mark as Error function gives providers the ability to mark an In Progress treatment plan as an error. The treatment plan is then removed from the active list on the Notes page. Once a treatment plan is marked as an error, it cannot be restored. If applicable, update or edit the treatment plan instead of marking it as an error.

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.

Mark Treatment Plan as Error

  1. Click the up arrow and click Mark in Error. The Close Comments editor opens.
  2. Enter relevant Closing Comments.
  3. Click Save & Close when finished. The treatment plan is moved from Active to Marked as Error on the Notes page.


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