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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.”

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Detail view

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/TreatmentPlanListPage.tsx
  • src/cores/cl/pages/TreatmentPlanDetailPage.tsx
  • src/cores/cl/hooks/useChartDetail.ts