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“Revise” CCM Care Plan

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Is there a way to carry forward previous care plan questions? It was just brought to our attention that staff were going in and amending old care plans (when not locked) when DX and other things were changing for the patient. They are now wanting the providers to unlock the note so they can go in and “amend” the care plan. There has to be a way to carry forward the previous questions so the entire thing doesn’t have to be filled out.

Maybe our workflow is incorrect, any advice would be appreciated. Thank you


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