How to Request Signature on Treatment Plan, Progress Notes and Discharge Notes From Your Clients

TheraPlatform's Pro and Pro Plus plans offer documentation feature and one can request signature from clients on treatment plans, progress and discharge notes.

Note: To request signature on treatment plan, you have to first write and save treatment plan.

Here are directions on how to request signature from your clients:

Step 1: Open the client's chart (click on Clients and start typing your client's name in the upper left corner, under search client bar. Click on the name of the client and this will take you directly to the client's chart)

Step 2: Click on Notes< Assessment and Treatment Plan.

Step 3: Click on the eye icon, next to the title of your assessment and treatment plan.

Step 4: The assessment and treatment plan, will pop up. At the pop up, click on the blue button with an arrow (next to the print icon).

Step 5: Then, mark in blue next to request signature and confirm "yes" that you wish to send it to your client.

Note: Your client will receive an email notification informing the client that you requested signature and a link to the client portal, where the client needs to sign in with his/her own password. The client can review the assessment and treatment plan and sign it.

Once the client signs your assessment and treatment plan, a copy of signed assessment and treatment plan will be automatically saved under the client's chart under- Assessment and Treatment Plan and you will see in system pop up notification.

Here are directions on how to view signed assessment and treatment plan under the client's chart:

Step 1: Open the client's chart (click on Clients and start typing your client's name in the upper right corner, under search client search bar. Click on the name of the client and this will take you directly to the client's chart)

Step 2: Click on Notes- next on- Assessment and Treatment Plan.

Step 3: Click on the blue view button, next to the title of your assessment and treatment plan.

Step 4: An assessment and treatment plan will pull. Scroll down to the bottom of it.

Step 5: Right below the assessment, you will see a section titled "Attachments".

Step 6: The signed assessment will show right under "Attachments". (you will see when it was signed and you can click on the blue box view to view it and on blue download button to download it)

Note: Your client will have a copy of the assessment and treatment plan at the client portal, under attachments. The client can also download it and print it. To remove the copy of signed assessment and the treatment plan, click on the green edit button next to the attachment under assessment and treatment plan.

How to request signature form clients on progress and discharge notes:

To request signature form clients on progress notes and discharge notes, please follow the above steps but instead of clicking on Assessment and Treatment Plan under the client's chart, click on either Progress Note or Discharge Note.