Index

• Sections
  • Problem-Manif-Detail Tab
  • Long Term Goal Tab
  • Short Term Goals Tab
  • Intervention(s) Tab
  • Strengths Tab
  • Barriers Tab

How to Create a Follow-Up General Treatment Plan

These are the instructions for creating a follow-up treatment plan for a patient.

From the Chart Face, go to the Treatment Plan tab.     

The Treatment Plan List will show. If there is more than one treatment plan showing, select the one that you want to use and click the  button on the left.

The first tab is the List of Active Prob. Select an existing problem to edit the manifestations, short term goals, long term goals, interventions, plan strengths, and/or plan barriers. 

Problem-Manif-Detail Tab

The Problem-Manif-Detail tab will show the previous treatment plan within it.

Read the problem text field to make sure that the problem remains up-to-date. Edit within this field as necessary.

• If a quote is within the problem, does it still pertain?
• Do any manifestations need to be updated or added?

Long Term Goal Tab

If the long term goal has not been met, would you like to extend the target date?

• Go to the text field and delete the target date out or add the word "original" before the words "Target Date" (optional).
• In the Target Date field, select a new date from the dropdown calendar.
• Click 'Set>' to transfer the date to the text field.

• (optional) Change the color of the text of the new target date so that it stands out on the compiled note.

Short Term Goals Tab

• Review the short term goals text to see if the goal had been met. If so, one option to consider is adding a date that the goal was met.
• Add or edit any new goals.
• Add Progress.  

Intervention(s) Tab

• Individual can choose your discipline and find the intervention. A scribe (for a group) can document for each provider by selecting the disciplines one-by-one and choosing the option.
• If intervention is no longer applicable, click the trash icon to delete.
• Edit the frequency, time period, duration, and the clinician's initial if necessary.
• Add interventions if desired.
• One can always delete this choice if an error was made by clicking the trash icon. 

Strengths Tab

Do not vary for the patient as quickly as short or long term goals. These can be edited as needed.

Barriers Tab

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Common Questions

Problem: How to Create a Follow-Up General Treatment Plan.

Solution: Follow the steps below to resolve quickly.

1. Check prerequisites and permissions.
2. Follow the configuration steps.
3. Verify the result and retry if needed.