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Documentation Index

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The Treatment Plans screen at /cl/treatment-plans shows all treatment plans whose review is due within a selected time window and provides entry points for creating a new plan.

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Overview

The page renders a header with a “New Plan” button (permission-gated to cl.treatment_plan.create) and three filter tabs: 30 Days, 60 Days, and 90 Days. The useTreatmentPlanList hook fetches plans whose review_due_date falls within the selected window. Each plan row is a link to /cl/treatment-plans/:planId and shows: plan type (formatted from plan_type), chart number, service line, an overdue badge (destructive) when review_due_date is in the past, a relative due-date string otherwise, and a status badge (draft / active / signed). Clicking “New Plan” opens a TemplateSelectStep dialog; the user may select a template (navigates to /cl/treatment-plans/new with state.templateId) or choose a blank plan (navigates to /cl/treatment-plans/new).

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Who it’s for

Requires permission: cl.treatment_plan.view Creating a new plan additionally requires: cl.treatment_plan.create

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Before you start

  • Must hold cl.treatment_plan.view.
  • Treatment plans are associated with patient charts via cl_patient_charts.

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Steps

1

Select the review window

Use the tab bar to choose 30, 60, or 90 days. The list refreshes to show plans due within that window.
2

Identify overdue plans

Plans with a review_due_date in the past show a red “Overdue” badge. Plans with a future due date show a relative time string (e.g., “due in 5 days”).
3

Open a plan

Click any row to navigate to the Treatment Plan detail at /cl/treatment-plans/:planId.
4

Create a new plan (if permitted)

Click “New Plan” to open the template-selection dialog. Choose a template or a blank plan. Both paths navigate to /cl/treatment-plans/new.

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Key concepts

The filter tabs control the daysFilter state (30, 60, or 90). useTreatmentPlanList receives this value and returns plans due within that many days.
Statuses observed in code: draft (outline badge), active (secondary badge), signed (default badge). Any unrecognized status falls back to outline.
The TemplateSelectStep dialog offers a template picker or a blank-plan option. Selecting a template passes state.templateId in navigation state to the new-plan route.
Load error: destructive card with sanitized message above the list. Empty list: “No plans due — No treatment plans due for review within N days.”

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/TreatmentPlanListPage.tsx