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Create New Treatment Plan form

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Create a new client treatment plan form, which copies an existing treatment plan.

Recommended practice is to leave the core Treatment Plan form unchanged, as any modifications, including dictionary values, registry settings and site specific fields, will be reproduced in each copy that is created.

The treatment plan forms are available in the Avatar CWS > Treatment Planning menu.

Prerequisites:

  • A treatment plan must have been created in the Treatment Plan form.
  • The user must be given access to the new treatment plan form (User Definition, RADplus Utilities in myAvatar PM).
  • To include the user in the treatment plan workflow, they must be added to the Workflow Requirement User List (User Definition, RADplus Utilities in myAvatar PM).
  1. Go to: Avatar CWS > CWS Utilities
  2. In the Treatment Plan Name field, enter the clinical name of the new treatment plan.
  3. In the Episode Required field, select whether the Episode Selection screen will display when the new treatment plan is opened.
    • If Yes is selected, the treatment plan will be attached to the client episode.
    • If No is selected, the treatment plan will be associated with the client, for any client episode.
  4. Select Submit.
    Result: A new treatment plan form will be created using the attributes in the original form. This new form will include:
    • New reports
    • New registry settings
    • New dictionaries
    • New required user workflow list
    • Any additional functionality in the original treatment plan form.
  5. Remember to enable access to the new form through the User Definition or User Role Definition form.