Therapists and admin staff get linked therapy-plan PDFs on record creation
Therapists and admin staff get linked therapy-plan PDFs on record creation
Therapists and admin staff miss therapy plans when records arrive without PDFs, risking care handoffs. Attach a therapy-plan PDF on record creation so clinicians can distribute and file it.
Overview
Therapy clinics face interrupted care and recordkeeping gaps when therapy plans aren't attached to client files. This workflow generates and links a formatted therapy-plan PDF at record creation so clinicians can distribute documents immediately and manual filing gaps are eliminated.
Notable Features
- Create PDF when plan created
- Attach PDF to client record
- Record entry in internal log