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Question

How to Complete a Treatment Plan Review in Theranest

  • May 2, 2026
  • 0 replies
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I am writing to request an update or enhancement to the treatment plan review functionality in TheraNest. Currently, the system allows clinicians to create a treatment plan, but there does not appear to be a clear way to complete a formal treatment plan review that measures and documents progress toward each existing treatment goal and objective.

This creates a compliance concern for Maryland outpatient mental health providers. Under COMAR 10.21.20.07, Outpatient Mental Health Centers are required to review the Individual Treatment Plan as frequently as necessary and at minimum every six months. The regulation requires that the review be documented in the medical record and include an assessment of the individual’s progress toward previously identified treatment goals, incorporate the client’s perspective, document any goal changes based on progress, document changes in treatment strategies, and document any diagnostic changes.

The current limitation is that clinicians can create a treatment plan, but there is no structured review section that allows the provider to measure progress toward the original goals/objectives while preserving the original treatment plan. For compliance and clinical continuity, providers need a way to document whether each goal/objective is continued, achieved, discontinued, modified, or not yet addressed, along with a narrative progress update and any changes to interventions or diagnosis.

Requested functionality would include the ability to complete a Treatment Plan Review that is linked to the existing treatment plan and includes:

A review date, client participation/client perspective section, progress toward each goal and objective, status of each goal/objective, changes to treatment strategies/interventions, diagnostic updates if applicable, clinician signature, client signature or refusal/verification of verbal agreement, and the ability to keep the review as a separate dated record in the chart.

This update would help Maryland providers better meet COMAR treatment plan review requirements and improve clinical documentation quality during audits. Please let me know if this functionality already exists in another area of TheraNest or if this can be submitted as a product enhancement request.