The Treatment Plan is not required by default.

 

Adding an Individual Treatment Plan to a client’s record:

• Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary.

• In the Forms dropdown (near the top), select Individual Treatment Plan.

• Add multiple goals using the “Add New Goal” button.

• Do NOT click the “Save & Sign” button until all appropriate signatures have been collected. This box indicates the date the ITP was completed and is tracked elsewhere in the system.
• If you are using the client portal, then click the Send to Portal for Client Sign-Off

• Click Save and Close once you’ve completed the plan.
• Click on the Client who’s ITP was just filled out

• Click on Report

• Click “Clear All” next to the Client Report

• Find the report that you want to print out and check the box next to it, then click “Generate Report”

• Click on the Printable Version button at the top

• Print this version of the report using preferred method
  • Ctrl + P
  • Command + P
  • Click the 3 dots in the top right corner, then click Print
  • File -> Print
• Once the ITP is reviewed and signed by all appropriate parties,  it can be scanned and uploaded into the client’s ITP
  • Follow steps at bottom of page to get back to unfinished ITP
  • Click Edit above the Individual Treatment plan

• • Click “Choose File” in the File Upload section

• • Find the scanned ITP, select it, and click open
  • Select the Treatment Plan Uploads folder and click upload

• Click “Save & Sign”
• Once it is Signed, the ITP cannot be changed

 

 

The Individual Treatment Plan (ITP) is not billable. Therefore it can only be selected from the Forms dropdown in a client’s chart. Final Step is to add a Progress Note to bill for the time.

• Drag the client’s name to his/her appointment time from the Active Clients area.

• • You can also click on the calendar to set up an appointment and will need to specify the client in the Client section of the appointment window

• When the appointment window pops up, change the Category to “Treatment Planning”.

• • From here the time can be edited as well as setting a Title for the event
• Click save.
• On the calendar, click the Notepad icon () on the client’s appointment and you will be taken to our Individual Treatment Plan form.

• Fill out the Evaluation, including “Location and Place of Service Details” and click “Save”, “Save and Close”, “Save & Sign”, or “Save, Sign, & Submit” when done completely filling out the ITP.

• • Note: Prompts with a red star are required and must be filled out.
  • Note: Once an evaluation has been signed, it cannot be changed.

 

How to Return to an Unfinished Form

• If the evaluation has to be completed on a different day than when it started, then you will need to update the Date of Service before Signing.
  • To return to a previous Individual Treatment Plan, go to the client whose ITP needs to be finished by clicking on their name in the Active Clients list.

• • Click on “Encounter History”

• • Find the form that needs to be finished, click on it, and continue filling out