Creating a New Treatment Plan

To begin creating a new Treatment Plan, do the following:

  1. Click Tools | Treatment Plan Tool to open the Treatment Plan Home screen
  2. Enter at least the first three letters of a patient’s first or last name into the search box
  3. Click on the patient’s name

  1. Click on Create New Treatment Plan


  1. A new treatment plan cannot be created if the patient already has an active or draft treatment plan in progress, or if the patient does not have at least one up-coded ICD-10 diagnosis in the system
  2. Only a provider is allowed to create, update, or review treatment plans
  3. Staff can only view, print, and have a patient sign off on them

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