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Kareo Help Center

Treatment Plan Within Notes

Updated: 08/27/2020
Views: 87

Kareo's Treatment Plans allow providers to build comprehensive treatment plans for their patients. Providers can then reference active treatment plans while documenting a clinical note to pull in certain goals or objective to focus on.

The Treatment Plan section will display when:

  • The patient has treatment plans with the status of In Progress
  • The note is a clinical note and has not been signed

Access Notes

  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 next to an existing note or create a new note.
Platform_Patients_Notes.png

View Treatment Plan

  1. If necessary, select a different Created Date to view details for the corresponding treatment plan.
  2. Click Expand to view the treatment plan. The Treatment Plan panel opens.
Clinical_TreatmentPlan_Note.png
  1. Review the Treatment Plan and document the note as necessary.
  2. Click Collapse. The Treatment Plan panel closes.
  3. Continue with patient care.
Clinical_TreatmentPlan_NoteExpand.png