Happy Monday Everyone!
I have several important updates for you this week. Please be sure to read through all of these.
Treatment Plans & Progress Notes
As previously communicated in an email last week, I recently identified a critical error in the treatment plan templates and progress notes. Upon investigation, I discovered the core issue...When you start with a new client, and submit the "Intake Treatment Plan," it populates into the progress note moving forward, which is intended. However, if a draft "First Treatment Plan" was started, subsequent progress notes were pulling information from the that draft treatment plan, even if it had not been completed or signed. I sincerely apologize for this oversight and for not catching it sooner. I understand that this may have caused frustration and confusion. I promise...you were not going crazy.
I have since taken the time to create a NEW progress note template (don't worry, nothing major changed), that addresses this issue.

As you can see to the left, on the treatment plan, it now ask you which type of treatment plan is being used: the "Intake Treatment Plan" or "Ongoing Treatment Plan." The Intake TP has been embedded into the progress notes, and you have the option to add other short-term/temporary goals/objectives into your progress note.
When selecting the "Ongoing Treatment Plan," this will now show the TP template fields (your official TP once signed/reviewed) and you will use that ongoing.
Once again, I am very sorry about the extraordinary oversight on my part. I have also created a training video that is on the AdvancedMD Help Site.
Medications
Consent Forms