Using Wiley Treatment Planners

Wiley Treatment Planners let you build research-based treatment plans for certain diagnoses in SimplePractice. This guide walks through creating a diagnosis and treatment plan with a Wiley Treatment Planner, managing it, and tracking treatment progress.

• Creating a diagnosis and treatment plan with a Wiley Treatment Planner
• Editing a diagnosis and treatment plan with 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 diagnosis and treatment plan with a Wiley Treatment Planner

To start creating the diagnosis and treatment plan, see Adding a diagnosis and treatment plan to a client's file.

Important: When you're adding the diagnosis, make sure to select a diagnosis code that's compatible with Wiley Treatment Planners. For more information, see Which diagnosis codes work with Wiley Treatment Planners?

After you've saved your diagnosis, choose Wiley as the treatment plan template.

Note: This option will be grayed out if the diagnosis code(s) chosen are incompatible with Wiley Treatment Planners. 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 diagnosis and treatment plans.

Next, you can choose which Wiley Treatment Planner you'd like to use for the treatment plan, and fill this out:

1. Select the Treatment Planner you’d like to use
2. Choose the Presenting Problem under the Treatment Planner
   • Only one Presenting Problem can be selected for each diagnosis code
   • If you're not seeing the Presenting Problem you need, see Why can’t I find the right Presenting Problem I need?

3. Click Continue to Behavior
4. 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.

5. Select Continue to Goals
6. Check one or more Goals

7. Click Continue to Objective
8. For each Goal, check one or more Objectives

9. Select Continue to Interventions
10. For each Objective, check one or more Interventions

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

13. Click Complete and Save

Once you've completed your diagnosis and Wiley treatment plan, you can sign and share this with your client once signed. For more information, see:

• Signing, locking, and unlocking a diagnosis and treatment plan
• Sharing a diagnosis and treatment plan with a client for e-signature

Tip: When you create your next diagnosis and treatment plan, you can select Load last plan to recreate the Wiley treatment plan.

Editing a diagnosis and treatment plan with a Wiley Treatment Planner

After the diagnosis and 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, locking, and unlocking a diagnosis and treatment plan.

To edit a diagnosis and Wiley treatment plan:

1. Navigate to the client’s Overview page
2. Select the Diagnosis and treatment plan
3. Click the pencil icon

Note: Click More next to the pencil icon to print, download, or delete the diagnosis and treatment plan.

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.

Important: Make sure to click Update Treatment Plan after making any changes.

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:

1. Navigate to the client's appointment page for the date of service
   • For more information, see Navigating the appointment page
2. Select the Treatment progress tab
3. Click + Start tracking progress

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

7. Add a description as needed
8. 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.

9. 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 have multiple diagnoses in the plan, each diagnosis must have a unique Presenting Problem.

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.