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Incomplete Treatment feedback

  • September 23, 2026
  • 1 reply
  • 10 views

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I’d like to suggest a tab next to the courses of treatment (COT) on the patient’s chart for miscellaneous codes, where incomplete or proposed treatment codes can be copied into without opening a new course of treatment. 

 

It would be helpful so that when we submit  COT where the patient failed to return, uncharged codes would be copied over when a cot is submitted. It would allow us to keep track of which treatment was still to be completed, or was discussed at a previous appt. If the codes aren’t on a COT, It would also keep the ‘Unfinished treatments’ and ‘unbooked treatments’ tabs in the reports clear of work that isn’t being pursed for the moment.

 

Kind Regards

JC97

1 reply

Ysy Lees
Community Manager
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  • Community Manager
  • September 24, 2026

Hello and thank you for your feedback. I will pass this on to the product team and update the thread with any developments on this. As a workaround, I would suggest cloning the COT if you need a clinical copy, then completing or deleting the leftover items on the original so the claim can close - alternatively, complete unfinished plans from the Treatment Plans report.