How Does Treatment Plan Versioning Work

Treatment Plan Versioning ensures that any modifications to a treatment plan are saved as a new version, preserving the original data for reference.

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Steps to Access Treatment Plan Versions

1. Navigate to the Client Profile

   • Go to Clients and open the desired Client Profile.

2. Access the Treatment Plan Section

   • Select the Treatment Plan tab from the left-hand menu.

3. Automatic Versioning

   • Anytime a treatment plan is modified, the system will:
     • Save the existing version.
     • Create a new version to track the changes.

4. Viewing Past Versions

   • Click the Version Icon next to the treatment plan.
   • A new page will display:
     • Version Number
     • Action Taken (e.g., "Edit Treatment Plan")
     • Date & Time of Action
     • User Who Made the Changes
     • Download Icon to access the previous version

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Note: This feature helps track updates, maintain compliance, and ensure that previous treatment plan details remain accessible when needed.

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