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Updating Treatment Plans

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Kristen Burnsmith

How can I update treatment plans as clients meet their goals and identify new ones?  The only solution I currently see is to create a whole new plan.

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18 comments

Date Votes
  • Ashley Cook

    Same here - and now I have a problem because I've been confused about this for a while and need to submit a file to Court. Thank you for posting. 

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  • Nicholas Otto

    Yes. Thanks for asking. I hope this gets escalated.

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  • Chris Anne Causey

    Same here.  This is a great question and a very needed feature

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  • Kimally Samuels

    How do you update the treatment plan without opening the old one?  Do you have to create a new one?

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  • Leon Green

    I have to update my first treatment plan and I'm coming across this same problem. it seems like the options are to unlock and edit the original or to create a new one. I rather not edit the original so I'm left with one unfavorable option. 

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  • Kimally Samuels

    Actually someone sent me the instructions.  You do not have to recreate it.    If you go to the page that lists all the progress notes and plans.  Filter to Treatment Plans, you will be taken to a page where you put in the diagnosis; don't do anything yet, click on the button that says "Load last plan".  From there you can load the last treatment plan and make changes.

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  • Nicholas Otto
    • Edited

    Yes. That works great. Thanks for sharing. I'd Like to hear back from others if that resolves their issues or not. In any case, they could make it more clear.

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  • Kimally Samuels

    Glad I could help.  Thank you.

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  • Leon Green

    So will loading the last plan create a new plan or edit the original? 

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  • Kimally Samuels

    Loading will load the last version of the plan.

     

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  • Lena Sheffield

    but the reminder to update the previous tx plan remains

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  • Kimally Samuels

    you can delete the remindar.

     

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  • Lena Sheffield
    • Edited

    That's what I'm trying to avoid. If I see in the reminder that a tx plan needs updating, I have to go to the client's file, check the status and then go back and delete.  extra steps that seem unnecessary.  Hoping that there was a better system.  

     

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  • Paula Fontenelle

    Can you send it to the client for signature? Can you sign it yourself after doing that?

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  • Kristen Pelfrey

    What would be ideal is when you get the reminder...click on the reminder...you are brought into the treatment plan. Click on some button (that's not currently there) like "Update status/progress" and you are brought into edit mode where you are able to select from a drop down for each goal the status such as "in progress", "complete", etc.  Just my 2 cents.

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  • Nicole Dixon

    When you go into a clients note for session, if you look on the right side of the note, you will see treatment progress. You can update clients status on goals as well as put input/clients perspective. Hope this helps. 

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  • Tina Hughson

    When prompted to update and review a treatment plan, how is this done without starting all over? I don't see the point of a prompt to update if you can't add progress or change/add goals. Am I missing something???

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  • Elizabeth Ware

    Totally agree with these concerns.  I get it that there are other places to reference a client's progress, but why a prompt to update something you can't update?

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