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Treatment Plan Template to use with a consistent set of clients

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6 comments

  • Ruth

    Hi Rick - If you'd like to customize Treatment Plans, I'd recommend adding the Treatment Plan & Goals Progress Note from Settings > Notes & Forms > Template Library. You can then click on it from the My Notes & Forms tab, change the template type from Progress Note to Assessment, then edit it as you like and save your changes! For your particular case, I'd recommend changing the Answer form fields to be "Paragraph Text (No Client Input)," for the answers you want to make uniform. Now you can go to a client's Overview page > +Create New > Assessment and select the Treatment Plan you just edited. Let me know if that helped! 

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  • Yvonne Judge

    How do you make the form pull up under assessments?

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  • Ruth

    Hi Yvonne, happy to help here! As I previously mentioned, go to Settings > Notes & Forms > Template Library and add the Treatment Plans & Goals Progress Note Template. Then you can click on it from the My Notes & Forms tab to change the Template Type from Progress Note to Assessment. Finally, go to the client's Overview page > +Create New > Assessment and add the Treatment Plan, fill it out, then lock and sign it. Hope that helps clarify! 

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  • Robert French

    I noticed that your forms and diagostic options do not include PTSD Diagnosis.  I think PTSD is diagned enough to warrant it.  Most of the insurance companies I use accept this.  

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  • Ruth

    Hi Robert, we agree, which is why we do have PTSD listed as a diagnosis! If you're in your client's file and hit +Create New > Diagnosis & Treatment Plan and begin typing in PTSD, you'll find it is an option that appears. Here's a screenshot: 

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  • Jill Lurie

    For clients with a PTSD diagnosis I'm only seeing Wiley Treatment plans for adolescents and children. Is there one for adults? 

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