📝 Treatment Plan Versions and History

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

Each plan includes proper start and end dates alongside the clinician signature, giving you the documentation you need for compliance reviews and audits. When you create the next version, AI can suggest updated objectives and interventions based on what's happened in sessions since the last plan, and you stay in control of what carries over and what gets revised. For group practices, every provider follows the same versioning structure, making it easier to maintain consistent records across your caseload.

Update what's changed, archive what's done, and keep a clean history of your client's treatment over time, without rebuilding from scratch every six months.

Looking for reminders when a plan is due for its next version? That's coming separately as Treatment Plan Renewal Reminders, so upvote that one too if you want Upheal to track renewal dates for you.