Behavioral Health
Maintain Plans in Plan Overview
When you access either behavioral health treatment plans or care plans, a Plan Overview section that appears in the upper left.
In the overview, enter a Date of Next Review for your plan, generate a CCDA file for transition of care, or Remove a Plan.
Enter a Date of Next Review
After adding or updating a treatment plan, determine a time to check the progress of your plan.
In the Plan Overview, click Date of Next Review. Enter the next review date in MM-DD-YYYY format or use the calendar feature to select the desired review date.
Note: Most therapists enter the date of the patient’s next appointment or set the date for 90 days from the start of a plan. This is when most organizations require staff to renew or update a plan.
Create a CCDA for a plan
In Plan Overview, click Create Plan CCDA to generate a copy of a treatment plan or care plan for transition of care events.
Remove a plan
In the active treatment plan, locate the Plan Overview. Click Remove Plan 
to make a plan inactive and archive it.
Enter a reason for removal and then click Remove Plan.
Note: To permanently delete a care plan or treatment plan created in error, select Added in Error (delete) and then click Remove Plan.
The archived plan appears in the Historical tab under its type - Care Plan or Treatment Plan - and it's creation date.
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