Create, Edit, and Delete a Treatment Plan

Treatment Plans give you a clear clinical roadmap for managing a client’s treatment while keeping their services, appointments, and budget aligned. This article covers how to create a Treatment Plan, edit it while it’s in Draft, and delete it if needed.

Create a Treatment Plan

To create a Treatment Plan:

1. Go to Case Files and open the client’s Case File.
2. Select Plans.
3. Click + New Treatment Plan.
4. Select the Clinic Location and enter a Plan description.
5. Select the Plan date and Start date.
6. Add the services, Sessions, and duration as line items.
7. Add Notes if needed.
8. Enter the Created by information.
9. Click Save.

Your new Treatment Plan starts in Draft status. You can edit it while it is in Draft.

Tip — Adding multiple services: You can add multiple services to the same Treatment Plan, even if the client will see different practitioners. Add each service as a separate line item. If you need to manage treatments separately, create a separate Treatment Plan for each treatment.

Edit a Treatment Plan

You can edit a Treatment Plan while it is in Draft status.

1. Open the client’s Case File.
2. Go to Plans.
3. Select the Treatment Plan.
4. Click Edit.
5. Make your changes.
6. Click Save.

Important: Once a Treatment Plan is Active, you can no longer edit its details. See Treatment Plan Statuses and Activation for how to revert a plan to Draft if you need to make changes.

Delete a Treatment Plan

1. Open the client’s Case File.
2. Go to Plans.
3. Select the Treatment Plan.
4. Click Edit, then Delete.
5. Enter DELETE in the confirmation field.