Individual Treatment Plan (IEP)

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

1. Click on your client’s name to go to the Client Summary.
2. In the Forms dropdown (near the top), select Individual Treatment Plan – IEP.
3. Add multiple goals using the “Add Goals” button.
4. Do NOT check the “Client understands and agrees to above treatment plan” box until all appropriate signatures have been collected. This box indicates the date the ITP was completed and is tracked elsewhere in the system.
5. Click Save and Continue once you’ve completed the plan.
6. On the next screen, click “Print” then “Print” to print it out for review and signatures.
7. Once the ITP is reviewed and signed by all appropriate parties,  it can be scanned and uploaded into the client’s Scan Documents folder (at the top of the client Summary)
   1. Click “Scan Documents” link
   2. Click “Scanned Documents” folder and then the “Treatment Plans” Folder
   3. Click “Choose Files” on the right and select the scan of your signed ITP.
   4. Click “Upload”
   5. In the “Treatment Plans” folder, click on the document you just uploaded
   6. Under the “Tag to Encounter” dropdown, select the Date of Service tied to the ITP
   7. Click “(submit)”
8. After uploading and attaching the ITP Scan, under the “Encounter History” dropdown at the top of the screen, select the Date of Service tied to the ITP. If an evaluation or skills note exists for that date, it may say “xx/xx/xxxx – Skills Note” or “xx/xx/xxxx – Evaluation.”
9. Click the “Edit” button
10. Check the “Client understands and agrees to above treatment plan” box.
11. Click “Save & Continue”
12. Click “eSign” – Once it it eSigned, the ITP cannot be changed