Path: Main Menu > Admin Tools Menu > System Setup (Supplemental) > PCP (ITP) Section 

About

Treatment Plan Routing Rules can be configured by your Agency via the PCP (or ITP) Section in System Setup (Supplemental). Creating a Routing Rule allows your Agency to define the sequence of Case Assignment signatures on the Treatment Plan.

Add a Treatment Plan Routing Rule

1. Navigate to PCP (or ITP) Section, following the path above.
2. Click the New button to add a new Rule Step.

1. Select an option from the Case Role drop-down.
2. In the Rule Step column, identify the order in which you want this particular person to sign off.
3. In the Description column, add a note to describe the rule.
4. Repeat the steps above, to define more rules as needed.
5. Click Save Changes.

Remove a Treatment Plan Routing Rule

1. Navigate to PCP (or ITP) Section, following the path above.
2. Next to the Case Role Rule Step you'd like to remove, click the Delete button.

1. Click Save Changes.