How to Create Treatment Plans

 

1. Select the Clients menu.

 

 

 

2. Select the Client Details icon (single person).

 

 

 

3. Select the Treatment Plan & Goals tab.

 

 

 

4. Select the plus sign to create a Treatment Plan.

 

 

 

5. Select Create Treatment Plan.

 

 

 

6. Enter Start Dates and End Dates.

All items highlighted in red are required.

 

 

 

7. Select Next at the bottom when finished.

 

 

 

8. Enter the Treatment Frequency.

 

 

 

9. Next select Add/Edit Goals to enter the first goal.

A goal and intervention will need to be added for each diagnosis.

 

 

 

10. Select the plus sign.

 

 

 

11. Enter the goal text and select Save & Exit. If you wish to add an additional goal, select the plus sign at the top and then Save & Exit.

 

 

 

12. Next enter an Objective.

 

 

 

13. Next select the pencil to add an Intervention.

 

 

 

14. Select the plus sign to add first Intervention.

 

 

 

15. Enter the Intervention, select a staff, and select a location. Select Save & Exit when finished. To add an additional intervention, select the plus sign, enter the information, and then select Save & Exit.

 

 

 

16. Be sure to also enter a Target Date and Status for each goal.

 

 

 

17. When finished adding goals, objective, and interventions for each Dx, select Next at the bottom.

 

 

 

18. Review the treatment plan on Step 3 - Review/Sign.

 

 

 

19. After reviewing the treatment plan, the client will need to sign. Keep in mind, the client needs to sign the treatment plan before staff signatures can be applied.

 

 

 

20. Click on Step 3 - Review/Sign

 

 

 

21. There are two options for the client to sign. They can either sign in person by using a mouse or touchscreen to sign their name in the box and selecting "Sign as ..." or the client can sign via the Client Portal by selecting Request Signature Instead.

The client will need to be signed up for the Client Portal before that option can be used.

 

 

 

22. Once the client signature has been applied, the signing option for the Staff Signature will appear.

If the staff has review privileges "Sign And Review" will be available.

If staff has a treatment plan reviewer, then "Sign and Forward" will be available.

 

 

 

23. Once the staff signature is applied, select "Finish".

 

 

 

24. After the treatment plan has applied signatures, the goals and interventions will display under the Treatment Plan & Goals tab.