Skip to main content

Complete the Client Treatment Plan form

  1. Last updated
  2. Save as PDF

Create and manage treatment plans for clients using the treatment plan.

► Prerequisites
  • The Enable New Treatment Plan registry setting must be enabled.
    This is a one-time registry setting change. Once enabled, the registry setting is removed from access and cannot be reversed. Since the setting is removed from Registry Settings when enabled, the presence of the Treatment Plan form can serve as verification that the setting is enabled.
  • Ensure the appropriate updates for ICD-10 Problem List - Diagnosis Content on Demand have been installed.
  • The Create New Treatment Plan form can be used to create additional copies of the Treatment Plan form.
  • The Treatment Plan Definition form can be used to define treatment plan libraries that will populate this from (Treatment Plan Libraries view).
  • The Copy Treatment Plan Problem form can be used to copy a treatment plan problem from one treatment plan library to another.
  • The Assessment Mapping form can be used to populate problems (Problems table), and populate the Strengths Weaknesses, and Discharge Planning fields.
  • The redesigned treatment plan form allows for integration with predefined problems, goals, objectives, and interventions an organization’s custom defined content, in addition to available Wiley libraries.
  • Several registry settings control the display and functionality of several fields in this form, and are listed below.
  1. Go to: Avatar CWS > Treatment Planning > Treatment Plan.
  2. In the Select Client screen, enter the client ID in the Client Name/ID field, choose Select.
  3. If the client has multiple episodes, select the client's episode, select Ok.
  4. Select Edit to edit an existing treatment plan for the episode. 
  5. A message displays to select the previous plan. Choose the plan, select Ok.
    • A message may display to default previous treatment plan information (based on registry settings). Select Yes to default the previous plan information. 
    • Fields defined in the Treatment Plan Default Setup form will populate a copied treatment plan.
  6. Select Add to create a new record.
  7. Enter the plan date, select Ok. A message displays, select Yes.
  8. For the Plan Date, enter the date the plan is created. Future dates are permitted; however, after this form is filed, the plan date cannot be changed.
  9. For the Plan Name, enter a title for the treatment plan.
  10. Select the Plan Type.
  11. For the Plan End Date, enter the final billing date for items on this plan.
    Note: To-Dos can be configured to trigger on this date to remind the clinician that this client needs a new treatment plan.
  12. For the Next Review Date, enter the next date that this plan should be reviewed. To-Dos can be configured to trigger on this date to remind the clinician the review this client treatment plan. Staff members that are on the Participants grid can receive notifications that a plan is up for review. This is set up in the Set System Defaults form, in the Workflow Setup section, the Number of Days Prior to the Next TP Review To Send a To Do Item field.
  13. The Last Updated field displays the date the treatment plan was last updated (if applicable).
  14. The Last Updated By field displays the user who last updated the treatment plan (if applicable).
  15. Select the Treatment Plan Status.
    • Draft - The treatment plan can be edited.
    • Pending Approval status - The treatment plan cannot be edited. If the staff member is not included in a required user list, Pending Approval is not available. Required users are defined in the Required User List Management form.
    • Final - Locks the treatment plan values and prevents the treatment plan from being edited.
      • If the user is on a Treatment Plan Required list, Draft and Pending Approval are available.
      • If the user is not on a required list, Draft and Final are available.
  16. For the Team Member To Notify, select which supervisor will approve or reject this staff member's plan when workflow is enabled.
  17. Select Launch Plan to display the Treatment Plan screen and select treatment plan libraries in the Treatment Plan Library view.

Problems grid

  • Problems are entered in this form and the Problem List form. After a problem is entered here it is added to the Problem List form. Problems entered in the Problem List form populate the Problem table in this form.
  • Problems must have at least a SNOMED codes/description, Date of Onset, and Status filed. Incomplete rows will not push to the plan, nor will they update the Problem List.
  • Problems can populate from the Assessment Mapping form when:
    • Problem List is selected in the Map Code For Use In field.
    • The Form to Map field is associated with an assessment.
    • The associated assessment is filled out and submitted.
      This information can be included in the treatment plan (Include in this plan field).

After submitting a treatment plan, the problem code and descriptions are display-only in the Problems grid and cannot be modified. Other cells can be modified.

  1. Select New Row to add a new problem to the Problem List. This new problem can be included in the treatment plan (include in the plan field).   
  2. Select Delete Row to delete a problem that has already been added in the Problems grid.
    Note: Problems that have been added in the Problem List cannot be deleted. 
  3. Double-click the Include in this plan? cell to make the problem available to the treatment plan. This problem will populate the Treatment Plan screen and can be edited. Note: After adding a problem to a plan in this way, the problem cannot be unchecked. 
  4. Double-click the Problem cell and enter the problem description. Select the problem from the list of SNOMED problems.
  5. Select Specify Other to add a problem that is not listed. Double-click the Other cell and enter the problem text.
  6. Double-click the Type cell and select the problem type. 
  7. Double-click the Date Identified cell and enter the date the problem was detected. Enter the date in MM/DD/YYYY format or select a date from the calendar. 
  8. Enter the Date of Onset for the problem. Enter the date in MM/DD/YYYY format or select a date from the calendar. 
    Note: This field is required for Meaningful Use reporting. 
  9. Double-click the Time of Onset cell and enter the time in HH:MM AM/PM or military time format.                                                                                             
    Note: This field is enabled when a Date of Onset is entered. 
  10. Double-click the Status cell and select the problem status.
  11. Double-click the Severity cell and select the problem severity. 
  12. Double-click the Chronicity cell and select the problem chronicity.
  13. Double-click the Date Resolved cell and enter the date the problem was resolved in MM/DD/YYYY format or select a date from the calendar. 
  14. Double-click the Action cell and select the problem action.
  15. For Comment, enter comments associated with the problem. 
  16. Select the DSM/ICD Code cell to view notes associated with the problem. 
  17. Select the System Notes cell to view notes associated with the problem. 
  18. Select the Problem Information cell to view problem information in a separate window. 
  19. Select the Problem Plan cell to view the problem plan. 

Plan Participants grid

Manage staff members associated with creating, modifying, and implementing the client's treatment plan.

  1. In the Plan Participants table, select New Row to add a new plan participant. 
  2. The Index cell shows the order the plan participants were added. 
  3. Double-click the Role cell and select the staff member's role.
  4. Double-click the Staff ID cell. If the participant is an internal staff member, enter their name in 'Last Name,First Name' format and press Enter.
    Note: The staff member's name auto-populates the Participant Name. 
  5. Double-click the Participant Name cell and enter the person's name if the participant is not an internal staff member. 
  6. Double-click the Plan Author cell and select Yes if the staff member is the treatment plan author. This indicates the primary staff member for the treatment plan. 
  7. Double-click the Notification cell. Select Yes if the user will be notified when the treatment plan is submitted. 

Strengths, Weaknesses, and Discharge Planning

  1. Enter comments about the client's Strengths. 
  2. Enter comments about the client's Weaknesses. 
  3. For Discharge Planning, enter comments about the plan for discharge.                                                                                                                                                 

Notes:

  • These fields are able to pull information from other previously completed assessments. 
  • Multiple select dictionary values that are mapped from the assessment to these fields appear as one line separated by an & symbol.
  • As with the Problem List mapping, assessments must be flagged using the Flag Assessment form prior to establishing the connections in the Assessment Mapping form.

When finished completing the form, select Submit. 

► Registry Settings
► See Also
► SQL Tables
  • SYSTEM.tx_plan
  • SYSTEM.tx_plan_part
► Test Script