How to Link Note to Treatment Plan

How to Link Note to Treatment Plan

Overview  

This knowledge base article guides you to link notes to the treatment plan. The following notes can be linked to the treatment plan. 

 

  • Progress Note
  • Case Management
  • Complete Evaluation
  • Couples/Family Therapy

 

Linking Progress Note to Treatment Plan

On the Progress Note, locate the Link to Treatment Plan button in PN, Part 2 tab. When you click this button and link treatment plan details, they will appear in the Instructions and Recommendations section as shown below: 

 

 

 

Clicking the Link to Treatment Plan button opens the following screen. You have an option to choose from Geneal and Chemical Dependency Treatment Plan.


The fields on this screen are explained underneath the screenshot. When you select the details in these fields, the shrub content will appear on the right side of the following screen. Once you click the Link button, it will also appear on the note.

 

 

 


Choose between the General and Chemical Dependency treatment plan categories. Based on your selection, the corresponding treatment plans previously recorded for the client will be available for further selection.



In the following dropdown, you will see all the treatment plans created for the client. Select the desired treatment plan from the list to link with this note.

 

 

 

After you select the treatment plan, the following dropdown will appear with the list of all the problems recorded in the treatment plan chosen.

 

 

 

Click the following link to select the interventions.

 

In the following dropdown, select an applicable option for the progress in meeting goals and resolving problems.

 

 

 

In the following dropdown, select an applicable option for the ongoing plans for treatment.

 

 

 

 

Linking Case Management to Treatment Plan  

On the Case Management Note, locate the Link to Treatment Plan button. When you click this button and link treatment plan details, they will appear in the Instructions and Recommendations section as shown below:  

 

Note: The steps after clicking the Link to Treatment Plan button are the same as those explained in the Progress Note section above.

 

 

 

Linking Complete Evaluation to Treatment Plan

On the Complete Evaluation Note, locate the Link to Treatment Plan button. When you click this button and link treatment plan details, they will appear in the Instructions and Recommendations section as shown below:  

 

Note: The steps after clicking the Link to Treatment Plan button are the same as those explained in the Progress Note section above.

 

 

 

Linking Couples/Family Therapy to Treatment Plan 

On the Case Couples/Family Therapy Note, locate the Link to Treatment Plan button. When you click this button and link treatment plan details, they will appear in the Instructions and Recommendations section as shown below:  

 

Note: The steps after clicking the Link to Treatment Plan button are the same as those explained in the Progress Note section above.

 

 

 

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

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Need additional assistance?

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Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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