Sharing Treatment Plan With Client
Share With Client
Signed Treatment Plans can be shared with clients so that the client may review and/or sign the treatment plan online.
To Share a Treatment Plan:
Click Patients > Patient name > Documents tab
Click on the name of the Treatment Plan.
Click the Share on Portal button at the bottom of the page.
Under Documents Included in Request, E-sign is selected by default for the Treatment Plan. If you do not need your client's signature, deselect this option.
Add other documents to share, if necessary. If needed, enter Instructions.
Click the Send Document Request button.
Please Note: If you are a supervised clinician, you will not be able to share the treatment plan until it has been signed by your supervisor. Treatment plans should be reviewed with the client within the session and shared once the supervisor has signed.
Last updated