1. Begin in the patient's active Chart Face.
2. Click the tab.
3. On the Treatment Plan List, click the button to create a new treatment plan.
4. This will open further selections.
A. Name the treatment plan.
B. Choose which type of treatment plan.
C. Choose the Site Name.
D. Click the button.
This is an example of two treatment plans showing on the Treatment Plan List for this patient.
A. Click the button to enter the treatment plan.
B. The treatment plan name entered by user.
C. Type of treatment plan.
D. When the treatment plan was last created.
E. When the treatment plan is next due.
F. The site name/location of treatment plan.
G. Default toggle.
H. Edit button to edit the name of treatment plan.
I. Click to delete the treatment plan.
6. Click the button.
7. This will open to the starting screen for your treatment plan. You will build your treatment plan by problem.
8. Click the button.
9. On the next screen, choose your problem type from the top left.
10. Work from left to right through the shrub to select the Problem, Manifested by and Details that make sense for your patient.
In the example below, Substance Use disorder was chosen as the problem with Cocaine Use as a manifestation and "Associated Psychotic Symptom" as a detail. The red box shows the Problem Text that was populated from the choices made for problem, manifestation, and details; you can free text into this field as well. The orange box shows that the title of treatment plan problem is now titled as Substance Use Disorder.
11. When you are satisfied with your problem text (green box above), begin working from left to right through the tabs. Click on the tab.
12. Under the Long Term Goal Tab, you will see several options that ICANotes has prepopulated for your use. If you decide you would like to use one of the long term goals listed, simply click on the goal to put the goal into the Long Term Goal(s) text field on the right. You are able to free text in the Long Term Goal(s) area as well.