Assessment & Plan 2.0

Assessment & Plan 2.0 refreshes the existing Assessment & Plan (A&P) section in the EHR with a cleaner, more intuitive interface designed to make common actions easier to find and use.

The core A&P workflow remains familiar, while several existing controls have been repositioned to improve navigation and usability. The update also introduces drag-and-drop problem reordering and combines the Superbill, User/Practice Frequency, and SNOMED CT options into one compact section. 

 The changes below highlight what is new, what has moved, and how these updates affect the way users work in Assessment & Plan. 

What’s New

Assessment & Plan 2.0 introduces the following enhancements:

• Refreshed user interface for a cleaner and more intuitive experience
• Improved organization of actions and controls for easier access
• Combined problem selection section for Superbill, User/Practice Frequency, and SNOMED CT
• Drag-and-drop functionality to easily reorder problems
• Confirmation modals after supported actions, including adding, saving, deleting, and setting a default comment
• Right-side panel for Get Clinical Assessment AI Agent, Practice Instructions, and Customize Disposition List
• More compact page layout to reduce unnecessary scrolling
  
  

Key Changes

Several familiar controls have been repositioned in Assessment & Plan 2.0 to create a cleaner and more intuitive workflow. These are intentional UI/UX changes—not removed functionality. Existing actions remain available, but some may now be accessed from a different location or through an updated interaction.

What This Means for Your Practice

• Problems can be reordered using drag and drop instead of manually entering their order.
• Superbill, User/Practice Frequency, and SNOMED CT options are accessible from one combined section.
• The Add to Current Note Assessment button is now positioned within the combined section.
• Confirmation modals provide feedback after supported actions.
• Get Clinical Assessment AI Agent, Practice Instructions, and Customize Disposition List open within the right-side panel.
• The overall A&P workflow remains familiar, with a more compact layout and improved access to commonly used controls.

How It Works

 During documentation, access Assessment & Plan 2.0 directly within the patient note. 

1.  Open the Assessment & Plan section from the patient’s note to access the refreshed interface.
   
2.  Use the combined problem selection section to switch between Superbill, User/Practice Frequency, and SNOMED CT to find and add the appropriate problems. 
   
   
   
   
3.  Use drag and drop to move problems into the desired order instead of manually entering their sequence. 
   
        
4. Simply select or tick the box for to add the selected problems to the current note assessment. 
   
     
5. Open Get Clinical Assessment AI Agent, Practice Instructions, or Customize Disposition List from the right-side panel without navigating away to another browser tab. 
   
   
    
6. When performing supported actions, such as adding, saving, deleting, or setting a default comment, review the confirmation modal displayed by the system. 
   
   
   For questions, additional information, or app activation, please contact your Account Manager.