Plan reviews were easy to miss, because the review banner only showed when you opened that client's profile. The Plans page brings every review date into one place.

What You'll Notice

• Plans in the sidebar: Superusers and practitioners see Plans on accounts with action plans switched on. Superusers in the admin view see every client plan; practitioners see the plans they own.
• The summary at the top counts your plans: total, overdue, due soon, active, under review and in draft. Click a count to show only those plans.
• A plan is overdue once its next review date has passed, and due soon when the review is within the plan's reminder window (7 days unless the plan sets its own).
• Search by plan title. Filter by client, status, plan type and, in the admin view, practitioner. Closed plans are hidden until you add Closed to the Status filter.
• Plans are sorted by next review, so overdue plans come first.

Work Without Leaving the Page

• Click a plan to open it full screen. View it, revise it and check its history right there.
• Use the ⋮ menu on each plan to view, revise, mark reviewed, download the PDF, share, see history or change status.
• Add new plan: pick a client, then a template or a blank plan, and it opens in the editor straight away.