This article assumes that you have an existing Treatment Plan for a client. Using these instructions you will be able to update the existing plan, create a new one by copying over the data from the old plan, or create an entirely new plan that replaces the previous one.
Treatment plans should be updated periodically or when significant changes in a client's condition or circumstances occur. Update ensue the plan accurately reflects the client's current needs, goals, objectives, and progress tracking.
When you click on the "Create an updated treatment plan" task or click "edit" on an existing plan, you will be asked one of these three questions:
To start a new, blank Treatment Plan, click Start Blank
Choosing this options opens a blank treatment plan template. When completed, this new plan replaces the old one. The old plan will still be on the client's notes page, but won't be used when new standard progress notes are created.
To update the current Treatment Plan, click Update Current Plan
Choosing this options opens the select treatment plan so you can make changes to it. You will not be able to change the original appointment or creation date. Before saving your changes, add a comment to the note describing what has changed or why you made changes to the original plan.
To start a new Treatment Plan with this plan's information copied over, click Start with Old Data
Choosing this option opens a new treatment plan template, but the data from the other plan is copied over (except achieve goals and objectives). Using this method reduces the amount of typing that would otherwise be necessary. When the new treatment plan is saved, the old version will remain in the list of notes like it was previously. This new treatment plan will be used going forward, replacing the older version.
Click the most appropriate button in the Confirmation window.
Enabling a Treatment Plan Task
You can enable and receive a task when a Treatment Plan expires.
.Here is an example of what the task will look like:
If you're not seeing these tasks, enable the Clinician Reminder shown below:
- If you need to add a new Goal and Objective during the course of treatment, you have two choices, do it on the existing Treatment Plan or on the next Standard Progress Note. We recommend that you do it on the next Standard Progress Note.
- Changes to the Treatment Plan will NOT update notes that have already been created and saved.
- New Goals and Objectives you add to the Treatment Plan WILL carry forward to the next Standard Progress Note when you create it, but NOT on previously created Standard Progress Notes.
- If you add a new Goal and Objective to your last Standard Progress Note it will carry forward to the next new Standard Progress Note you create, but will NOT update the Treatment Plan or previously created Standard Progress Notes.
- When an existing Goal and Objective has been marked as Achieved on a Standard Progress Note, it will not appear on future Standard Progress Notes you create.
- You can't change the Progress of the Goal and Objective on the Treatment Plan. You must do it on the latest Standard Progress note.
- Changing the progress on a Standard Progress note will however update the existing Treatment Plan.
- If you add more information to an existing Goal and/or Objective in their respective boxes on a Standard Progress Note, that additional information will carry forward to the next note you create, but not to older notes that were previously created.
- If you create a new Treatment Plan, it will completely replace the old one. None of the information from the old plan including the Goals and Objectives will carry forward anymore regardless of their Progress. Finalize the old Treatment Plan by marking the goals and objectives as achieved or not achieved on the old Treatment Plan.
- If a patient is reassigned to another Clinician or has another Clinician assigned to the chart, the new Clinician can see the old Treatment plan if it is shared with them, but they will not be able to edit it. The new Clinician must create their own Treatment Plan.
- The date sequence on notes is very important. Make sure when you create a Treatment Plan or Standard Progress Note that the correct appointment date is assigned from the date drop down. If you see older dates in the dropdown it means the clinician is not doing notes for every session. Always make sure you're work with the most recent date. The date on the Treatment Plan should come before the next appointment when you create a Standard Progress Note.