Therapy Plans and Reports

How do I create a therapy plan?

The Plan feature pulls together everything recorded for a client and formats it into a professional therapy plan report.

Let's Create a Therapy Plan

1. Go to Clients and click on the client you need a plan for
2. Click the "Interventions" tab at the top of the client's page, then expand the department you want
3. Click "Plan" in the department's tab bar to see any existing plans or create a new one
4. Click "+ Generate Plan" on the right side of the screen
5. Choose your Report Period by clicking the date dropdown to pick a preset like "Last 30 days" or select specific dates
6. Review or edit the plan content in the text editor
7. Click "Save" to keep your plan, or use the "Print" button if you need a hard copy and you're all set!

Good to Know

• The plan pulls from data you've already entered, so the more complete your notes and goal reviews are, the better your plan will look
• Each department has its own Plan tab, so an OT plan and an SLT plan are created separately
• You can edit the generated content before saving if you need to add context
• The "Generate Plan" button with the sparkle icon uses AI to help format and summarize the clinical information

Related Topics

• What data goes into a therapy plan?
• How do I generate a progress report?

Common Questions

• What data goes into the therapy plan? The plan pulls together assessments, goals, goal reviews, and session notes that fall within your selected date range.
• Why does my plan look empty? If there's no data showing, it usually means there aren't any recorded sessions, goals, or assessments within the date range you selected.

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How do I generate a progress report?

Progress reports summarize a client's journey and are great for sharing with families.

Good to Know

• Progress reports pull from goals, assessments, and session documentation
• The more complete your clinical documentation, the better your reports will be
• Reports can typically be exported as PDF for sharing

Related Topics

• How do I create a therapy plan?
• How do I update goal progress?