📝 Treatment Plan Versions and History

Notes & DocumentationMar 19

We're adding treatment plan versioning so you can update a plan without losing the previous one. When it's time for a new version, your existing goals and objectives carry forward, and the prior version stays accessible in the client's chart.

Each plan includes proper start and end dates alongside the clinician signature, giving you the documentation you need for compliance reviews and audits. When you create the next version, AI can suggest updated objectives and interventions based on what's happened in sessions since the last plan, and you stay in control of what carries over and what gets revised. For group practices, every provider follows the same versioning structure, making it easier to maintain consistent records across your caseload.

Update what's changed, archive what's done, and keep a clean history of your client's treatment over time, without rebuilding from scratch every six months.

Looking for reminders when a plan is due for its next version? That's coming separately as Treatment Plan Renewal Reminders, so upvote that one too if you want Upheal to track renewal dates for you.

Posted by Upheal Moderator · Mar 19

In Progress40

James Fitzgerald

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Apr 26

I would love to be able to create a new treatment area and goal and have Upheal’s AI generate the objectives and interventions. I am using the AI assistant to do this, but maybe if the assistant could populate the treatment plan with its response.

Kellyanne Richmond

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Apr 2

I would like to be able to make my own treatment plan (like the headway version for my medicare clients) that can be used throughout the notes to show progress.

Linda Salomone

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May 10

I posted this elsewhere but the Assistant gave me this link so I’ll post here as well. Not only would I like to save the old treatment plan, but I would like the option to copy and paste the new plans the Assistant helps me create and saved as Word documents into Upheal. Unfortunately, Upheal apparently is not able at this time to allow the cut and paste function from Word. To have the ability to create a new plan with help from the Assistant but not have a way to paste it into Upheal’s treatment plan section is frustrating.

Upheal Moderator
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May 10
Thanks for flagging this @Linda Salomone. While we build out proper versioning, here’s a workaround that works well today: just ask the Assistant to either save your updated plan as a new Chart File (keeps both versions) or replace the current treatment plan. Give it a try and let us know how it feels. And to confirm, treatment plans are a focus area for us right now, more improvements coming soon.
- Danaé Behr
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  Sep 22
  Always so thankful that UpHeal is consistently listening to the needs/wants of its users. Thank you for all of your hard work to make this a great platform!

Jodi Nelan

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Jun 5

1) What is the ETA for this new feature??

2) Let’s also get a note template for when we do the treatment plan update with the client and discuss new objectives.

Jodi Nelan

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Jun 5

ALSO

1) would like to be able to tell upheal what treatment plan time frame we are using that should be referenced in the objectives,

2) be able to choose to ONLY have objectives reference the final timeframe, none of this 1 month, 3 months, etc stuff

3) and automatically turn off the “stage” feature.

Treatment plans are only required to state a timeframe. Going beyond with a bunch of mini- timeframes is not necessary and complicates the burden on the provider to show that we are following the plan.

Kayzim Suárez-Reyes

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Jun 24

When will this be ready? It’s a little cumbersome to have to use the assistant.

Edward Zajac

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Jul 18

Please make the early and late stage tags an option and not default. I hate how I don’t have control over how the treatment plans are like I do with session notes.