Sharing Treatment Plans With Clients
This article guides clinicians through the process of sharing a treatment plan with a client and clarifies what the client experiences on their end.
How to share:
To share a treatment plan, you will create a treatment plan from the client's Diagnosis and Treatment tab in the chart.
Once the treatment plan is ready for the client’s review, click the Share button located directly across from where it says Treatment Plan.
A pop-up window will appear next, allowing you to include an optional message in the notification. When you're ready, click Share to deliver the treatment plan to your client's portal.
Once it’s shared, scroll to the bottom of the Diagnosis and Treatment page, past the goals, and you’ll see a banner that says “Shared with [your client’s name].” If you hover over it, you’ll be able to see the date and time it was shared.
Clients experience
Your client will receive an email that a new treatment plan has been shared with them.
From there, clients can log in to their portal by clicking "Go To My Documents" from the email notification or by using your client portal URL. Once logged in, they’ll find the Current Treatment Plan under the Documents & Forms page > Shared Documents section. It should be signified by an exclamation icon ( ! ), as illustrated in the image below.
After opening and reviewing the Treatment Plan, the client will check the box "I accept and sign this document," then click the blue Sign button located in the bottom right corner to finalize and submit their e-signature.
Note: Once shared, it's already live—no need to reshare. Any edits you make will automatically update the version your client sees, so they'll always have access to the latest content.
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