Treatment Plan Versioning and Archive

We're adding treatment plan versioning so you can archive completed plans and create updated ones without losing your previous work. When it's time for a new treatment plan, your existing goals and objectives carry forward, and the prior version stays accessible in the client's chart.

Each treatment plan will include proper start and end dates alongside the clinician signature, giving you the documentation you need for compliance reviews and audits. For group practices, this means every provider on your team follows the same versioning structure, making it easier to maintain consistent records across your caseload.

No more deleting a treatment plan and rebuilding from scratch every six months. Update what's changed, archive what's done, and keep a clean history of your client's treatment over time.