With Wiley Treatment Planners, clinicians can develop research-based treatment plans for certain diagnoses in SimplePractice. In this guide, we’ll cover:

• Creating a Wiley Treatment Planner
• Editing a Wiley Treatment Planner
• Tracking treatment progress
• FAQs

Note: Wiley Treatment Planners are available for Essential and Plus plans at no additional cost. They’re not available on the Starter plan.

Creating a Wiley Treatment Planner

To create a treatment plan using a Wiley Treatment Planner:

• Navigate to the client’s Overview page
• Click New > Diagnosis and treatment plan

• Select a diagnosis from the Diagnosis code dropdown

Important: Wiley Treatment Planners are only compatible with specific diagnosis codes. If you include multiple diagnosis codes in your treatment plan, Wiley may be unavailable if one or more codes are incompatible.

• Click Save
• Choose Wiley as the treatment plan template

• • This option will be grayed out if the diagnosis code(s) chosen are incompatible with Wiley Treatment Planners

Note: If Wiley Treatment Planners aren’t available for your diagnosis, you can use a Simple, Basic, or Advanced treatment plan. Alternatively, you can create your own custom treatment plan. To learn more, see Adding other documents, diagnoses, and treatment plans.

• Select the Treatment Planner you’d like to use
• Choose the Presenting Problem under the Treatment Planner
  • Only one Presenting Problem can be selected for each diagnosis code

• Click Continue to Behavior
• Check one or more options under Behavioral Definitions

Note: Selecting too many options for Behavioral Definitions, Goals, Objectives, and Interventions may prevent you from viewing the completed plan later. To avoid this, we recommend only checking the options that apply.

• Select Continue to Goals
• Check one or more Goals

• Click Continue to Objective
• For each Goal, check one or more Objectives

• Select Continue to Interventions
• For each Objective, check one or more Interventions

• Click Continue to Overview
• Enter the:
  • Treatment frequency
  • Date and time assigned to plan
  • Reminder to review plan

• Click Complete and Save

Note: To learn more about the Reminder to review plan, see Setting up treatment plan reminders.

• Select Complete and Save

Once this is completed, you can click More to Print, Download, or Delete the treatment plan.

Like other treatment plans, you can sign the Wiley treatment plan, and share it with your client once signed. 

Tip: When you create your next treatment plan, you can select Load last plan to recreate the Wiley treatment plan. For more information, see Using a previous treatment plan to create a new treatment plan.

Editing a Wiley treatment plan

After the Wiley treatment plan is completed, you can edit the plan. 

Note: If the Wiley Treatment Planner has been locked, it must be unlocked before edits can be made. To learn more about unlocking a treatment plan, see Signing a diagnosis and treatment plan.

To edit a Wiley treatment plan: 

• Navigate to the client’s Overview page
• Select the Diagnosis and treatment plan
• Click the pencil icon

You can edit any entry under Presenting Problem, Behavioral Definition, Goal, Objective, and Intervention. You can also delete an entry by selecting the trash can symbol.

To add another entry, select + under the relevant section. For example, to add another goal, select + under First Goal.

To clear all entries and restart from the Presenting Problem, click Restart for Dx code.

Tracking treatment progress

If a client’s diagnosis and treatment plan was created with a Wiley Treatment Planner, you can track their treatment progress for an appointment.

Note: This feature isn’t available for group appointments or clients without a Wiley treatment plan.

To do this:

• Navigate to the page for the client’s Appointment
  • You can do this by selecting the Appointment from the client’s Overview page, or choosing Add Note or View Note from the appointment’s flyout in the calendar
• Select the Treatment progress tab
• Click + Start tracking progress

• If you have multiple Wiley treatment plans, choose the one you’d like to track progress for 
• Check the box for each Goal or Objective you’re tracking
• Select a status

• Add a description as needed
• Uncheck Include in this appointment's progress note if you’d like to exclude treatment progress from the note

• • If this box is grayed out, the progress note needs to be saved first

Note: If this box is left checked, treatment progress will be included in the progress note when downloaded, or exported through data exports. You’ll still be able to save the treatment progress if you uncheck this box.

• Click Save

Your updates will be saved in the Appointment page under Treatment progress.

FAQs

Below you’ll find answers to the frequently asked questions about Wiley Treatment Planners:

• Which diagnosis codes work with Wiley Treatment Planners?
• Which Wiley Treatment Planners will I have access to?
• Why can’t I find the right presenting problem I need?
• Can I access Wiley homework assignments?

Which diagnosis codes work with Wiley Treatment Planners?

To view which diagnosis codes work with Wiley Treatment Planners, see the table below.

Note: Not all Wiley Treatment Planners will be compatible with a diagnosis code. You can view available Wiley Treatment Planners when you create a Wiley treatment plan and select a Presenting Problem.

Which Wiley Treatment Planners will I have access to?

You’ll have access to 32 Wiley Treatment Planners:

Why can’t I find the right presenting problem I need?

The list of Presenting Problems only includes those outlined in the Wiley Treatment Planner you select. If you don’t see a presenting problem listed, make sure that you’ve selected the correct Treatment Planner.

Note: If you’ve selected a certain Presenting Problem for a diagnosis, they can’t be selected for other diagnoses within the plan.

As Wiley is a third-party integration, our team is unable to edit which Wiley Treatment Planners and Presenting Problems populate for certain diagnoses. To see which diagnoses are compatible with Wiley Treatment Planners, see Which diagnosis codes work with Wiley Treatment Planners?

Can I access Wiley homework assignments?

At this time, client homework and exercises aren’t included in the Wiley Treatment Planners on SimplePractice.