Treatment Plan Designer
Plans can be developed in different ways and with different data hierarchies depending on the agency or line of service. Because of the varying needs of hierarchy models and naming conventions across agencies, myEvolv allows the agency to define both. This is done through the use of the Plan Designer.
Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Designer
The Treatment Plan Designer area allows you to construct a treatment design with up to four tiers.
- Area of Treatment - Allows you to select a Problem Category to specify the area of treatment. The Problems Addressed, Goals, Objectives, and Methods are limited by the Category that has been selected. The Problems Addressed further allows selection of problems that have been defined for the client. This link is set up in Treatment Setup.
- Goals - The Goals and Actions Steps that are under the Problem Category are linked to previous Assessments recorded about the client.
- Objectives - Objectives for meeting goals that are entered in the Objective Library.
- Methods - Methods implemented for meeting objectives and/or goals. These can be entered in the Method Library.
Sample Hierarchy Models of a Treatment Plan
Design a New Plan
Upon Navigating to the Plan Designer, a list of existing plans appear. All user defined plans will have a head icon next to the name. To create a new plan design, you will base it on an existing plan.
- Right-click a plan on which you will base yours.
- Select New Plan.
- In Properties, enter a Code (no spaces in name) and a Name for the plan (Name to be displayed).
- Click Save.
Once the Plan is saved, you can begin adding components out of the four tiers available.
Add the First Component
- Right click the Plan Name in the Navigator section of the Designer.
- Select New Component.
- Select the desired component.
- In the Properties area, a Caption is required.
- Order - Allows you to choose the order this component will display in the Plan. Treatment plan design gives you the ability to create a plan that will require a user to enter multiple components on the same level.
- Component to Use - Defaults to the component you chose in step 3 above. If you chose the wrong component in error, use this property to change to the correct component. These entries are supplied by Netsmart. Each has its own functionality. More components can be added to the system based on an identified need resulting from the analysis of Agency requirements. Each component uses its own form with specified data entry requirements.
- Caption - Name that will display for the end user entering the plan.
- Hide All When Expanded? - When entering data on the plan, if you were to enter more than one entry of the same component, would you want only one expanded (showing all details) at a time, or would you want all always expanded? In other words, when this option is checked, if a user expands one entry, all other entries of the same component will be collapsed. We recommend that this option always be selected until you later identify that you don’t need this feature.
- Is Required?- Is at least one entry required? The plan will not be finalized until all entries marked as Is Required? are completed. For example, if you had the Area of Treatment/Goal/Objective/Method components as part of a plan, you could choose not to check this option for the Method component. This will allow the user to finalize a plan with only the Area of Treatment/Goal/Objective components’ data entered.
Add Additional Components
- Right click an existing component in the Navigator pane.
- Select one of the following:
- New Component - Selecting this option will indicate that it is the highest level (parent) and will not be a child of any other level.
- New Child Component - Child component indicates this will be the level below the one that precedes it.
- Enter appropriate properties.
- Upon completion of the plan's design, click Save.