Add or Edit a Treatment Plan (TheraNest)

  Permissions: Therapist can add Treatment Goals for their assigned Cases, Administrators or higher can add Treatment Goals for all Cases.

You can add multiple Goals and Objectives, along with Goal Status to your Treatment Plan Notes.

Treatment plans are meant to be created, reviewed with the client and signed. If changes are made to a plan a new plan is added, details from the previous plan are automatically included, revisions or updates made, reviewed with the client and then resigned. This creates an ongoing record of the progress and adjustments to treatment plans.

IMPORTANT: Treatment plans can be edited until they are signed but no new treatment plans can be created. Once a Treatment Plan is signed changes or updates cannot be made on that Treatment Plan. You can add a new Treatment Plan and the Goals and Objectives you entered on the previous Treatment Plan are included for you to make changes and track progress.

[Add Treatment Plan]
[Add Diagnosis to Treatment Plan if Created Before Codes Entered on Initial Assessment]
[Add Diagnosis to Treatment Plan if Created After Codes Entered on Initial Assessment]
[Edit Treatment Plan]

 

Add Treatment Plan

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
   • If a Case has not been created for this Client a new one will be created. 
   • If there are multiple Cases you are assigned to, you will need to select appropriate Case.
3. Click Treatment Plans tab.
4. Click +Treatment Plan. Information from any previous plans will be included in the new plan.
   NOTE: If +Treatment Plan is greyed out sign the previous Treatment Plan to add a revised plan.
   
   
   
5. Fill out appropriate Treatment Plan details.
   • Diagnostic Impressions - Diagnosis codes will pull in from the Initials Assessment tab based on when the treatment plan is created.
     • If the treatment plan is created before codes are entered on the initial assessment, the codes will not display automatically and you will need to manually link them. 
     • If the treatment plan is created after codes have already been entered on the initial assessment the codes will display automatically from the initial assessment or most recent addendum.
       
     • When linking diagnosis codes, the codes available for linking will pull from the Initial Assessment or most recent addendum.
     •  Any changes to diagnosis codes will not affect existing treatment plans, regardless if they are signed or unsigned. If you want the updated codes to display on the treatment plan you will need to manually link them.

       • If a diagnosis code is no longer active for the case, it will not be removed from existing treatment plans. A tooltip will appear next to the code in the treatment plan letting you know the code is no longer active. If you manually un-link the code, it cannot be re-linked unless it is added back to the case. 

   • Behavior Definitions: Generally refers to Behaviors you wish to target for treatment. 
6. Click Save or the drop down on the Save button and select Save and E-Sign.
   

Add Diagnosis to Treatment Plan if Created Before Codes Entered on Initial Assessment 

1. Click here in the Diagnostic Impressions message field and add the desired codes when Initial Assessment opens.
   
2. Click Link Diagnostic Code(s). 
   
3. Select the diagnosis code(s) you want to add to the treatment plan.
   

   NOTE: click the Diagnostic Code box to select all codes. 

   
4. Click Link Code(s).
   

Add Diagnosis to Treatment Plan if Created After Codes Entered on Initial Assessment 

1. Create a new treatment plan after you have entered diagnosis code(s) in the Initial Assessment.
2. All codes entered will automatically display from the initial assessment or most recent addendum.
   

   NOTE: Diagnosis codes entered in the initial assessment will not pull into treatment Plan drafts. 

3. Click Link Diagnosis Code(s) if you want to select/deselect specific codes. Otherwise, all codes will be included.
   
   
   
4. Select diagnosis code(s) you would like on the treatment plan and click Link Code(s).

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Edit Treatment Plan

IMPORTANT: Treatment Plans can only be edited before they are signed.

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
   • If a Case has not been created for this Client a new one will be created. 
   • If there are multiple Cases you are assigned to, you will need to select appropriate Case.
3. Click Treatment Plans tab.
4. Find the Treatment Plan to be edited and click Details.
   NOTE: If the plan has been signed, it will be indicated in the details and you will have to add a new treatment plan.
   
   
   
5. Add or edit Treatment Plan details.
6. Click Save or the drop down on the Save button and select Save and E-Sign.
   
   
   

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