Update therapy plan record with generated PDF link
Update therapy plan record with generated PDF link
Your therapy plan records often miss attached PDFs, leaving clinicians without finalized plans and delaying session prep. Link the generated PDF to the record so coordinators can access it same day.
Overview
If therapy PDFs sit in folders instead of records, clinicians waste time and session prep slips. This flow finds or creates the plan document, attaches its PDF to the patient record, and logs the action so coordinators have the finalized plan same day.