Index

• Sections
  • Name the treatment plan.
  • Choose which type of treatment plan.
• Click the button.
  • Click the button to enter the treatment plan.
  • The treatment plan name entered by user.
• Type of treatment plan.
• When the treatment plan was last created.
  • When the treatment plan is next due.
  • The site name/location of treatment plan.
  • Default toggle.
  • Edit button to edit the name of treatment plan.
• Click to delete the treatment plan.
  • Meeting Date and Type of Meeting.
  • Create the Treatment Team by selecting the member from the dropdown menu and position of the member from the dropdown menu.  The Completed toggle can be toggled when the member has completed their portion of the treatment plan.
• The attendance list is created from the members created in step B.  Attendance can be toggled to indicate who was present at the meeting.
• Click the button to start creating the problem treatment plan.
  • The last done/next due date can be adjusted here.
  • You can select whether or not you want to include the diagnosis in your treatment plan.
    • On the next screen, choose your problem type from the top left.
    • Work from left to right through the shrub to select the Problem, Manifested by and Details that make sense for your patient.
    • When you are satisfied with your problem text (green box above), begin working from left to right through the tabs in the bottom half of the page. Start with tab.
    • Under the Long Term Goals 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.
  • Prepopulated long term goals that can be used.
  • Choose the appropriate Target Date and use the button to set the date in the Long Term Goal(s) text field on the right.
• Long Term Goal(s) text field.

This format is not recommended to use. General or Chemical Dependency Treatment Plans are the best and most updated forms with DSM 5 guidelines.

Classic Treatment Plan

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.  Click the  button.

This is an example of all three 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.  

  A.  Meeting Date and Type of Meeting.

• Click within the Meeting Date area and set the date of treatment plan.  
• Click within the Start/End times.  
• Within this field, you can select what type of treatment plan you are creating/updating.  

  B.  Create the Treatment Team by selecting the member from the dropdown menu and position of the member from the dropdown menu.  The Completed toggle can be toggled when the member has completed their portion of the treatment plan. 

C.  The attendance list is created from the members created in step B.  Attendance can be toggled to indicate who was present at the meeting.

  D.  Click the  button to start creating the problem treatment plan.  

  E.  The last done/next due date can be adjusted here.  

  F.  You can select whether or not you want to include the diagnosis in your treatment plan.  

8.  Click the  button to add a new problem.  

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, Anxiety was chosen as the problem with Panic Attacks as manifestation and no apparent situational trigger as detail. The green 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 ANXIETY.

11.  When you are satisfied with your problem text (green box above), begin working from left to right through the tabs in the bottom half of the page. Start with  tab. 

12.  Under the Long Term Goals 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.

  A.  Prepopulated long term goals that can be used. 

  B.  Choose the appropriate Target Date and use the  button to set the date in the Long Term Goal(s) text field on the right. 

  C.  Long Term Goal(s) text field. 

13.  Click on the  tab. 

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