Save Treatment Plan Drafts Without Completing Prescription Sig Details

Create Treatment Plan Draft

Review Saved Draft

Complete Prescription Sig

Sign Prescription

What’s New

• Removed mandatory Sig validation when saving an Assessment and Plan as a Draft.
• Providers can now save Treatment Plan drafts containing prescriptions with incomplete Dose, Frequency, or Days information.
• Saved drafts appear within the Progress Note under the heading “Assessment and Plan (Draft)”.
• Prescriptions with incomplete Sig details are visually identified through red highlighting of the Sig and Days values on the order line.
• The Sign Order(s) action continues to enforce mandatory Sig validation.
• When signing is attempted with incomplete prescription details, the system automatically expands the prescription card.
• Missing or invalid mandatory fields are outlined in red, allowing providers to identify and correct them.
• Once the required fields are completed, prescriptions can be signed using the existing workflow.
• No additional practice-level configuration is required.

How It Works

• Open the patient’s Provider Note.
• Navigate to Assessment and Plan.
• Under Diagnosis & Orders, add the applicable prescription.
• Enter the available prescription information, even if the Sig details are incomplete.
• If mandatory Sig information is missing, the Sig and Days values are highlighted in red on the order line.

• Select Draft to save the Treatment Plan without completing the missing Sig fields.
• The saved content appears in the Progress Note under “Assessment and Plan (Draft)”.

• When ready to finalize the prescription, reopen the Treatment Plan and complete the missing Sig details.

Select Sign

• Click Sign Order(s) to sign the prescription.

Benefits

• Allows providers to save Treatment Plans without interrupting documentation to complete every prescription detail.
• Reduces the risk of losing incomplete treatment documentation during patient encounters.
• Supports a more flexible draft-to-final workflow.
• Clearly identifies incomplete prescriptions through red highlighting.
• Helps providers locate missing prescription information quickly when attempting to sign.
• Preserves mandatory prescription validation before orders are signed or transmitted.
• Reduces repetitive documentation and unnecessary workflow interruptions.