Adding a Wellness Plan to a Patient Medical Record

Adding a Wellness Plan to a Patient Medical Record

*Note: Only one Wellness Plan can be Active in a patient medical record at a time.

When a staff member accesses the patient medical record they will locate the tab named “Wellness Plan.”

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When the staff clicks on the Wellness Plan tab they staff will click on “Add Wellness Plan” from list. *If restrictions are in place for wellness plans the only plans that will appear are what the current patient is available to

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