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Planning Minutes Without an MDS Assessment (Enterprise Configuration)

Enterprise-level users can control whether therapists are allowed to plan minutes for a patient before an MDS assessment has been entered.

Melanie Conlon avatar
Written by Melanie Conlon
Updated over 2 months ago

Configuration Options:

Admins can choose from the following options for their company:

  • Allow Planning Without MDS
    Therapists can plan minutes at any time, even if MDS data hasn’t been entered.

  • Block Planning Before MDS
    Planning is restricted until MDS assessment details are added to the patient’s Episode of Care.

  • Allow With Grace Period
    Planning is temporarily allowed before MDS, but therapists will be required to update the plan once MDS data is available.

Where It Applies

This setting affects the Therapy Planner when working with patients who do not yet have an MDS assessment on file.

How to Manage This Setting

Enterprise users with administrative access can manage this configuration in the company settings panel. If you're unsure where to find it, reach out to your RESTORE-Insights support team for assistance.

Questions? Contact your Customer Success Representative for support or guidance.

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