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Kareo Help Center

Edit or Update Treatment Plan

Updated: 03/18/2021
Views: 485

A provider or clinical assistant can update the progress of a treatment plan to monitor the patient's goals and make adjustments when necessary.

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.
Clinical_TreatmentPlan_Open.png

Edit Treatment Plan

Adjustments can be made to the developed treatment plan. When a treatment plan is edited, all signatures clear and the treatment plan status reverts back to Draft. Change the status to In Progress by recapturing provider(s) and patient/guardian signatures for the revised treatment plan.

  1. To make adjustments to the Diagnosis, Presenting Problem/Behavioral Definition, or Additional Information, click Edit on the Overview section. The Update Treatment Plan pop-up window opens.
    1. Click Ok to continue and make the necessary edits.
    2. Click Update to save the changes to the Overview section.
  2. To make adjustments to the Goals, Objectives, or Interventions, click Edit on the Goals section. The Update Treatment Plan pop-up window opens.
    1. Click Ok to continue and make the necessary edits.
    2. Click Update to save the changes to the Goals section.
  3. To make adjustment to the Target Completion Date or Treatment Frequency, click Edit on the Timeline section. The Update Treatment Plan pop-up window opens.
    1. Click Ok to continue and make the necessary edits.
    2. Click Update to save the changes to the Timeline section.
  4. Add progress notes or click Close to return to the Note page.

A new version is created when the treatment plan is edited. View the treatment plan history to track changes and updates.

Clinical_TreatmentPlan_Edit.png

Add or Edit Completed Date

After the patient achieves their goal and/or objective, add the completion date to track the progress of the treatment plan.

  1. To add a completion date, click +Completed Date. The Completed Date field opens.
    1. Click to select a date from the calendar picker.
    2. Click Save when finished.
  2. To edit a completion date, click the edit icon. The Completed Date field opens.
    1. Make the necessary edits.
    2. Click Save when finished.
  3. Add progress notes or click Close to return to the Note page.
Clinical_TreatmentPlan_CompletedDate.png

Update Treatment Plan Progress

Follow the instructions below to add updates to monitor the patient's goal(s). Add updates for each individual goal if there are multiple goals.

  1. Click Update Progress to add notes for the goal. The Progress editor opens.
  2. Enter Progress notes.
    Note: Shared treatment plans does not include progress comments.
  3. Click Save Comment when finished.
  4. Add additional progress notes or click Close to return to the Note page.
Clinical_TreatmentPlan_Update.png
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