Treatment Plan Template to use with a consistent set of clients
None

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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    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! 

    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?

    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! 

    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!