Treatment Plan Steps Designer - Family Case

After saving the Family Case Treatment Plan you created, go to the Treatment Plan Steps Designer - Family Case to view the treatment plan structure.

1. Go to Setup > Treatment and Tests > Treatment Plans/Other > Treatment Plan Steps Designer – Family Case.
2. Select the family case treatment plan you designed. 
3. Under Steps, the system automatically adds the following items. 
   • Completed Information - This is the Netsmart-supplied Family Case Completion Information form.
   • New Treatment Plan - This is the treatment plan form used to create a new plan. 
   • Signatures - This is the Netsmart-supplied Treatment Plan - Signatures form for capturing signatures from collaterals and participants from outside organizations.
4. (Optional) You can create a form to add as a treatment plan step:
   1. In the toolbar select Design Form Step.
      The Form Designer - Treatment Plan Form Step form displays. 
   2. In the Form List, select a form. 
   3. In the Properties pane, modify the form as needed. 
   4. To add an item to the form, go to the Toolbox and right click the item you want to add, then drag the item to the Properties pane and drop it into the appropriate place on the form. 
   5. Complete the required information and any other information.
   6. Select Save.
5. (Optional) You can add a step to the plan:
   1. Go to the Toolbox and select Sub Treatment Plan or Form Step TxPlan and drag-and-drop this item under Steps in the Properties pane.
   2. Complete the required information and any other information.
      Note: For a Form Step TxPlan component, this is where you can select a treatment plan library.  
   3. Select Save.
6. After you finish modifying the treatment plan structure, select Save.