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?
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.