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Document and Update Treatment Plan Goals

Answered

Comments

22 comments

  • Gillian

    Catherine, this is a great suggestion for our Ideas Board, which you can find at simplepractice.uservoice.com. :) 

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  • Robin Furner

    It would be great if there was a way to update the treatment plan and have the client record note that a treatment plan update occurred on a particular date.  Some insurance companies require treatment plan reviews or updates every six months.

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  • Alexsandra K. Walker

    Once a client has been discharged/placed inactive, and they return again. How do I keep the old treatment plan and simply add a new one to the same client profile? For example, If a person leaves and returns 4 times, I would like to show 4 different treatment plans within the client's profile.

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  • Catherine Gruener

    Thank you Gillian!

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  • Arthur L. Wagner

    This is a very good idea and, as Robin said, necessary for compliance with the requirements of some insurers.

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  • Ashley F. Larson

    Definitely necessary- especially for physical therapist

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  • Jodi Aina

    Has this been done yet? I am in the process of updating treatment plans but I do not want to delete the previous goals, just want to mark them as met or discontinued, etc. 

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  • Gillian

    Hi Jodi, you can indicate this easily in your Treatment Plan. Just load your new Treatment Plan from the previous Treatment Plan, then edit the goals you'd like to mark as met or discontinued. 

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  • Rita Kokkoris, LPC, CADCII

    I think this is a great idea and submitted a request that the treatment plan goals and interventions be automatically applied to the session summaries, and other session documentation so that the work isn't duplicated to enter it.

    Thank you.  I'm new to the community and appreciate everyone's input.  I'm about to begin insurance billing for the first time

    Rita

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  • Jamie Gargano

    How do I load a new treatment plan to the existing treatment plan. I want to update goals.

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  • Lynnette Barse

    I have a similar question to Jamie G.'s above, for which I did not see a response:

    How do I update/add new goals to an existing Treatment Plan. 

     

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  • Lena Sheffield

    Gillian wrote:Hi Jodi, you can indicate this easily in your Treatment Plan. Just load your new Treatment Plan from the previous Treatment Plan, then edit the goals you'd like to mark as met or discontinued. 

    Can you be more step by step specific? Will the old treatment goals remain in the record as completed? 

    Same question for updated diagnosis. I want to have history of dx from x date to y date and then when I changed it.  

    Lena

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  • Ayelette

    Hi,

    Here is some additional information about using treatment plans:

    • When you add a new treatment plan to a client's profile, the latest diagnosis created will be the diagnosis applied to subsequent sessions and claims, however the previous diagnoses and treatment plans will remain on the client's profile.

    • To create a new treatment plan that updates a previous plan for the same client, go to the client's Overview page > click +Create New > Diagnosis & Treatment Plan > click Create from previous > update as needed.



    • We recently released a new reminder feature for treatment plans. At the bottom of newly created plans, you will now see an option to set a practice reminder to review the plan on a certain date or after a certain number of days. To learn more, check out this Help Center guide: Setting up treatment plan reminders.
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  • Rick Morris

    I too am rather confused about the lack of Treatment Plan Template - here is my question to SP and the response I got. I would be interested if others have similar needs or am I the odd ball out. I'd also like to hear from others if they have found the best workaround for this.

     

    My question:

    I have read the Forms and Notes section but still can't figure out if I can create my own standard treatment plan with the goals and objectives already saved. I provide specialized treatment for teens with sexually abusive behaviors and the major part of the treatment plan is the same for each client with the exception of a section that addresses their history and trauma - the plans are standardized to meet the guidelines of the credentialing agency as well as the state regs for sexually abusive behavior treatment. Looking for help please?

     

    SP Response: 

    Currently, there isn't a way to create a template for a treatment plan. When creating a treatment plan, we do offer three separate options which provides flexibility on how you can create your treatment plans such as the Basic, Advanced, and Wiley Treatment Planner.

    An alternative option would be to create a treatment plan as a progress note template. This way, you'll have a template to work with but you'll have to apply this template directly to an appointment session as you normally would with writing progress notes.

    To access assessments, you can do this in the client's Overview page. From here, click +Create New > Assessments

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  • Ayelette

    Hi Rick,

    The response you received from our team is correct. Currently, you can create your own customized treatment plan by creating a customized Assessment form to add to the client's profile.

    In addition, if you have a moment I encourage you and anyone interested in a treatment plan template feature to vote and add your comment to the Customize Treatment Plan Templates for Medicaid Compliance idea which has been added to our Ideas and Suggestions board. When you vote or comment on this post, you'll automatically receive our status updates on this feature.

    For some background, posting and commenting on our Ideas & Suggestions Board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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  • Jodie Benabe

    I'm on SP as a trial and not having a Tx Plan come up in each note may be a deal breaker for me. Other EHRs do this automatically. It seems like so much extra work to have to do this step on our own each time, especially with a busy practice.

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  • Ruth

    Hi Jodie, you could add our Treatment Plan & Goals Progress Note from your Settings > Notes & Forms > Template Library, by clicking the +Add button to it's right. Next, you can click on the Treatment Plan & Goals Progress Note from the My Notes & Forms tab to customize it and add form fields. Then, you can select this Progress Note Template for appointments with clients. 

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  • Jodie Benabe

    Hi Ruth. Thanks. Would doing this give the option to auto-populate new notes from the prior treatment plan note (e.g., goals and objectives) or is that something I'd have to type out again each time? 

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  • Arthur L. Wagner

    I include a treatment plan section in my progress note template. I don't have a separate treatment plan. I do that because I don't like searching for the treatment plan in the EHR.

    When I copy the previous progress note data into the new note (with "load previous note"), the treatment plan section is copied in, too. I think that's what you are looking for. My understanding is that the same would occur with Ruth's suggestion to use the new Treatment Plan and Goals Progress Note template.

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  • Jodie Benabe

    Yes, Arthur. Super helpful. I didn't know you could load data from a prior note. Can I ask if you comment on if the objectives are in progress, not yet met, or completed? Thanks!

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  • Arthur L. Wagner

    Hi, Jodie, that's a good question. I don't know how others do this, but here's what I've been doing. I'll show the text that's in my template below this quick explanation.

    In the first field, I list the following -- the treatment plan, when it was approved by the client, and whether the client participated in its creation -- all in the same field. I don't have an easy way to get a client signature, so I don't worry about it.

    Below that in separate fields, I rate their over all progress numerically and give a text assessment of progress.

     

    PLAN

    Client Treatment Goals, Timeline for Completion, Client Participation in Creation; Retired Goals

    [the treatment plan]

    Progress Toward Goals

    • progress on goals: 1=poor to 5=excellent
      3  [just a single number on how well they're doing overall]

    Response to Treatment: Client was able, unable, gained, did, did not, engaged

    [a text note about my assessment of what they were able to do in or out of session, my evaluation of their progress, etc.]

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  • Jodie Benabe

    Thank you so much, Arthur. That's great that you can do that. I guess things are really very customizable. I will play with it. Sounds like things can be pretty streamlined once you enter everything in on the front end. 

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