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Manage treatment plans from My Treatment Plans widget

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Use the Actions menu in the My Treatment Plans widget to access the treatment planning list and take the appropriate action, such as viewing a submitted treatment plan to send an alert to your supervisor, working on a modifiable treatment plan in progress, or starting a treatment plan from a scheduled task.

  1. Go to Taskbar > My Homeview > Homeview Launcher > Homeview.
  2. Select the My Treatment Plans widget.
  3. Optional. Use search, sort, and filter options to narrow the plans in the list. 
  4. In the row for a treatment plan, make the appropriate selection: 
  • Select the client name to open the Client Information screen. From here you can see items in your My Tasks and Assessments and Tests widgets that pertain to the client. Select tabs at the top of the screen to see the client's demographics, benefit assignments, enrollment information, assessments, and more.
  • Select Actions then select Access Plan Listing to open the standalone Client Plan Development form. You can modify or delete an existing treatment plan or start a new treatment plan. 
  1. Optional. On the Client Plan Development form, go to a scheduled event and make the appropriate selection:
  • Select Actions then select Open Plan to modify the treatment plan.
    OR
  • Select Actions then select Delete Plan to delete the treatment plan.
  1. When finished, select Save.