Sharing Treatment Plans With Clients
Videos
Sharing treatment plans
This Sessions Health tutorial teaches you about sharing treatment plans and assessments with clients through the client portal.
Treatment plans
To share a treatment plan with a client, first create a draft treatment plan. In the lower-right corner, you will see a Share.. button.
After clicking the button, you will be able to add an optional message to your client.
Your clients will receive an email notification that you want to share the treatment plan with them. When your client logs in to the portal, they will see the treatment plans under Shared Documents.
The DRAFT treatment plan is the one needing review. The Current Treatment Plan is the currently active plan. Past treatment plans are also listed with the date activated.
Clients will be able to review and electronically sign.
After the client signs, you will see an indication that the treatment plan was signed. You may now activate the treatment plan.
