Deleting Assessments and/or Treatment Plans

Deleting Assessments and/or Treatment Plans

The client will need to have at least 2 or more assessments or treatment plans in order for the popup window to display.
 
They will also need to have a session on the calendar that does not have an assessment or treatment plan created for that date of service.  If one does not exist, you can create a session for any day/time.  The key is to find one where the CA/TP buttons are gray.  Cannot be white, yellow or any other color.
 
1) In the calendar, find a session for that client where the CA/TP is gray
2) Click on that CA/TP and you will get a popup window
3) That is where you can delete the Assessment and/or Treatment Plan

    • Related Articles

    • Treatment Plan

      Adding a treatment plan to a client’s record can be completed two ways – from clicking  the TP button on the calendar or from pushing the “new” button to the far right of the client on the Treatment Plan page under the individual tab. As you complete ...

    • Emailing treatment plan for Signature for client to sign

      1) Make sure that an email address has been entered in the Email ID field on the Registration page 2) Select the Treatment plan and open it 3) Click Save at the bottom of the first page 4) Click Send Mail 5) A new Password code will generate, provide ...