Sharing therapy plans as PDFs without losing the thread

A therapy plan is easiest to share as a PDF — clients can save it, print it, forward it to family. The risk is that once it leaves the app as a file, it can drift away from the record it came from.

One plan, one place, many PDFs

In Kosha Connect, a PDF is always a rendering of a specific, versioned plan attached to a presenting concern — never a standalone document. Generating the PDF does not change the record; it snapshots it. That means a client can hold three PDFs from three follow-ups and a practitioner can still tell, at a glance, which one is current.

Why this matters for follow-up

Because every plan keeps its sequence number and update date, "the latest plan" is always a well-defined answer, even after several follow-ups. The PDF a client received last month stays accurate as a record of what was recommended then — it simply isn't presented as the active plan anymore.

The takeaway

If your practice shares plans as PDFs today, ask one question: can you tell which PDF is current without opening each one? If not, the record and the file have already drifted apart.