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Deleting Assessments and/or Treatment Plans

The client will need to have at least 2 or more assessments or treatment plans in order for the popup window to display.
They will also need to have a session on the calendar that does not have an assessment or treatment plan created for that date of service.  If one does not exist, you can create a session for any day/time.  The key is to find one where the CA/TP buttons are gray.  Cannot be white, yellow or any other color.
1) In the calendar, find a session for that client where the CA/TP is gray
2) Click on that CA/TP and you will get a popup window
3) That is where you can delete the Assessment and/or Treatment Plan
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Article details
Article ID: 13
Category: Knowledgebase
Date added: 13-Feb-2013 11:17am
Views: 319
Rating (Votes): Article rated 5.0/5.0 (1)

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