How do I share a treatment plan with my patient/client in the portal?

Clinicians can share treatment plans with their patients/clients via "Portal Notes". Here's how: 

1. Click "Charts". 

2. Choose the patient/client of your choice by typing in the search field.

3. Click the dropdown arrow at "Entries" and choose "Portal Notes". 

4. This will load the portal notes section, for adding information for that particular patient/client. Enter the treatment plan recommendations in the box and click the "Save" button at the bottom. 

5. The patient/client will be able to access the treatment plan in their portal by clicking "Provider Notes" on their left navigation. Note s/he cannot "respond"; this is view-only. Here is what this will look like to the patient/client:

That's it!! If you have any questions, please contact us.

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