Creating a diagnosis & treatment plan

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Creating a Diagnosis & Treatment Plan in SimplePractice is quite simple. Here's how:

  1. Click Clients and select a client.
  2. On the Client Overview page, click +Create, as shown below.Create-Diagnosis.gif
  3. Click Diagnosis & Treatment Plan.
  4. Select a diagnosis from the Diagnosis drop-down menu. You can add multiple diagnoses for your client. To do so, click the plus sign ("+") next to the drop-down menu.
  5. Click Save Diagnosis.

Note: You can add a treatment plan later if you are not ready to do so now. 

Creating a treatment plan

Once you have saved the diagnosis, you can create a basic or advanced treatment plan. Here's how:

  1. Click Basic or Advanced to create a treatment plan. This article contains the steps to create an advanced treatment plan.create-treatment-plan.gif
  2. Enter the treatment plan information.
  3. Click Save.

Note: The date will default to the current time. If you want to have this diagnosis show up on Superbills and previous notes, you can backdate the diagnosis & treatment plan. 

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