Completing the Plan Section of IE

Completing the Plan Section of the Initial Evaluation

*Denotes a required piece of information

The Plan section provides an area for: 

• Total Visits*
• Frequency and Duration* 
• Recommendations

Enter a Total Visit amount for the total number of visits you plan to see the patient for this case.

Enter a Frequency and Duration for the case. **NOTE: Frequency and Duration do not affect total visits. 

For an Eval Only patient simply check the Eval Only Checkbox. This document will then serve as a Discharge Summary for the case as well. 

Recommendations may be entered at this time in the provided Recommendations Free Text area.