Regenerating Treatment Plans | Voters

Regenerating Treatment Plans

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Unexpected Finch

We used to be able to regenerate treatment plans and I am not seeing that feature for new clients. This is also needed as treatment plans need to be updated and changed based on client needs or even every 6 months depending on insurance and company policies.

4 days ago

Nick Nieman

marked this post as

complete

Carolyn, you should be able to regenerate a treatment plan after clicking "Edit" like in this video: https://www.loom.com/share/244f57152ee54f378e1b28abffc98b72. That said, you're not the only one to miss where the option moved and we may make further changes to make it more obvious.

Yarrow Lizard

It doesn't do it automatically...you have to click the treatment plan and scroll to the bottom it should say generate treatment plan