Sending a Treatment Plan¶

Generate a treatment plan from an approved note and send it to the patient.

What this is for¶

Creating a structured treatment plan document based on the consultation note and delivering it to the patient.

Who can do this¶

Clinicians with an approved note on the patient's record.

Step-by-step¶

1. Open the patient's record from the Patients Screen.
2. Locate the approved note you want to generate the treatment plan from.
3. Select Generate Document → Treatment Plan.
4. Review the generated treatment plan. Edit as needed.
5. Choose how to send it:
   • Email — sends directly to the patient's registered email address.
   • Download — saves a PDF to your device for printing or manual delivery.
6. Confirm and send.

Common issues¶