Treatment plans for the long-arc work.
Set the goals for a course of treatments, track each goal's status as care progresses, and see assessment scores charted across the arc.
How acupuncturists actually use this
Chronic conditions take a course of 6 to 12 visits. The treatment plan holds the goals for that course and their status, every visit's note stays in order on the record, and assessments you score are charted so you can show the client where they started.
The typical workflow
- 1Create the treatment plan at the initial visit with its goals
- 2Each visit's note is written on the same client record
- 3Update a goal's status when it moves
- 4Score an assessment at review points and see the trend
- 5Close the plan at discharge or set new goals for the next phase
Works with what you already use
Common tools acupuncturists pair with treatment plans.
Concerns we hear most
Can plans evolve mid-arc?
Yes. Edit goals and their status any time. Plans are not locked.
Frequently asked questions
Can I schedule assessment re-administration automatically?
No. You score assessments at the visit; the chart updates each time.
Can I clone a plan for similar presentations?
Not as a template. Create the plan per client; goals are quick to enter.
Can clients see the plan?
No. Treatment plans are not shown in the client portal. Share goals by secure message if you like.
Related pages
Treatment Plans for Chiropractors
Care plans with goals and status across relief, corrective, and wellness phases, recurring visit series to match, and assessments charted over time.
Treatment Plans for Mental Health Therapists
Treatment plans with goals and status, standardized assessments like the PHQ-9 and GAD-7 charted over time, and signed notes on an audited record.
Treatment Plans for Naturopaths
Multi-month plans with goals and status, notes in order on the record for protocol changes, and follow-ups booked as a series. Built for naturopathic practice.
Online Booking for Acupuncturists
Branded booking with separate initial and follow-up services, a consultation-first rule for new clients, deposits, intake forms, and HIPAA mode for US practices.
Clinical Notes for Acupuncturists
Clinical notes shaped for TCM with the template builder: tongue, pulse, pattern, points, and formula as your own sections. AI scribe dictation and audited records.
Insurance Billing for Acupuncturists
Eligibility checks and electronic claims through Stedi, a CPT code on every service, ICD-10 on the claim, remittance matching, and superbills for clients who self-submit.