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Documentation Index

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The Treatment Plan screen at /cl/treatment-plans/:planId displays the full detail of a single treatment plan, including goals, interventions, signatures, caregiver participation, and goal-progress visualizations.

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Overview

The page loads a plan by planId via useTreatmentPlanDetail and also loads the associated chart via useChartDetail. The header shows plan type (formatted from plan_type), service line, effective date, review due date, and status badge. The plan is editable when status is draft or active. A GoalProgressCharts component renders goal-progress visualization. A CaregiverParticipationSection shows caregiver role and participation timestamp. A Patient Signature card shows whether the patient has signed (and if they agreed or disagreed, showing “appeal rights provided” on disagreement). The Goals card lists goals as collapsible rows showing goal_text_patient_words, measurable_criteria, frequency, duration, target date, progress_pct, and status badge; each goal expands to show its interventions (description, frequency, modality). A CODTreatmentPlanSection appears based on the chart’s cod_indicator. TreatmentPlanSignatures renders the signature section at the bottom.

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Who it’s for

Requires permission: cl.treatment_plan.view Additional actions require: cl.treatment_plan.create (Add Goal, Add Intervention), cl.treatment_plan.patient_sign (Record Patient Signature), cl.treatment_plan.event_automation (Record Life Event).

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Before you start

  • Must hold cl.treatment_plan.view.
  • Navigate here from the Treatment Plans list at /cl/treatment-plans or from the Treatment Plans tab on a Patient Chart.

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Steps

1

Open a treatment plan

Navigate to /cl/treatment-plans and click a plan row, or click a plan from the Treatment Plans tab on a Patient Chart. The plan header loads with type, service line, dates, and status badge.
2

Review plan header and progress

Read the plan header (type, service line, effective date, review due date, status). The GoalProgressCharts component shows progress visualization for all goals.
3

Review caregiver participation

The CaregiverParticipationSection shows caregiver role and the timestamp of recorded participation when applicable.
4

Review patient signature status

The Patient Signature card shows “Signed (agrees)”, “Signed (disagrees — appeal rights provided)”, or “Not yet signed”. If unsigned and the plan is editable, the “Record Patient Signature” button is shown to users with cl.treatment_plan.patient_sign.
5

Expand goals to see interventions

Click any goal row to expand it and view its linked interventions (description, frequency, modality). Add new goals (if editable and permitted) via the “Add Goal” button in the Goals card header.
6

Record a life event (if permitted)

Users with cl.treatment_plan.event_automation can click “Record Life Event” to open LifeEventRecordForm.
7

Review signatures

The TreatmentPlanSignatures section at the bottom shows signature records for the plan.

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Key concepts

The plan is editable (isEditable = true) only when status is draft or active. When signed, superseded, or discontinued, goal and intervention Add buttons are hidden and patient-signature capture is disabled.
Goal statuses in code: not_started (outline), in_progress (secondary), partially_met (secondary), met (default), revised (outline), discontinued (destructive). Goals display goal_text_patient_words as the primary text and measurable_criteria as secondary.
When the associated chart’s cod_indicator is truthy, a CODTreatmentPlanSection is rendered between the goals and the signatures. SME: confirm COD documentation requirements.
Load error: destructive card with sanitized message. Plan not found: “Treatment plan not found” empty-state card. No goals yet: “No goals added yet.” No interventions: “No interventions yet.”

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/TreatmentPlanDetailPage.tsx
  • src/cores/cl/hooks/useChartDetail.ts