Edit Recommendations After Signing

Modify recommendations on a session that already has signed documents (Treatment Plan or Prescription), maintaining a full audit trail within the document.

Prerequisites

• The session is in COMPLETED status.
• A Treatment Plan or Prescription has already been generated and signed.
• You have patients.edit permission assigned to your staff role.
• You have a digital signature uploaded to your staff profile.

Steps

1. Open the COMPLETED session with existing signed documents.
2. Navigate to the Recommendations section.
3. Edit the recommendations as needed (add new items, remove existing items, or modify routines).
4. For each removed or changed item, provide a reason for the change (required).
5. The system records the change with:
   • The original item shown with strike-through formatting.
   • The reason for the change.
   • The date of the change.
   • Your digital signature alongside the struck-through item.
6. New or replacement items are added as new line items below.
7. Re-approve and re-sign to generate a new PDF version of the Treatment Plan and/or Prescription.

Important Notes

• A reason is required for every change to a previously signed recommendation. The system will not allow changes without a reason.
• Previous versions are retained. The old PDF version is kept for audit purposes but marked as superseded. Only the latest version is the active document.
• The strike-through edit history creates an immutable audit trail within the document itself — nothing is deleted or hidden.
• This applies to all recommendation types: medications, cosmetics, supplements, and services.
• The new PDF incorporates the full history: original items (struck through with reason/date/signature) plus new items.
• All changes are recorded in the audit log.