Path: Main Menu > Admin Tools Menu > Treatment Plan Template and Program Setup

About

In Treatment Plan Template and Program Setup, you can add and edit new Goals and attach Objectives, measurable statements, and Programs to the Goals. You can also set a Goal as inactive if your Agency no longer wants to use it.

Add a New Goal

1. Navigate to Treatment Plan Template and Program Setup by following the path above.
2. Select the Add/Edit Goals radio button.
3. Click the Continue button.
4. Click the Add New button.

1. Enter a Goal Title.
2. (Optional) Select the Mandatory checkbox. If selected, a Treatment Plan cannot be completed without this Goal being selected (e.g. this may be used for a discharge Goal).
3. (Optional) Enter a Description into the text box. This can be used as a prompt for staff. 
4. In the Outcomes section, select an Outcome or hold down the Ctrl button and click to select multiple Outcomes to link to the Goal.

1. In the Goal Objectives section:

• Select Goal Objectives: Select objectives from the existing list.
• (Optional) Define new Objectives: Create new Objectives to attach to the Goal.
  1. In the Define new Objectives section, click the link Click here to define new Objectives. (These will have to be linked to Interventions later).
  2. Enter an Objective Title. If you will be adding a Benchmark in step d below, you are required to place a pipe/vertical bar "|" at the end of the title (e.g. Develop strategies for managing anxiety and panic symptoms |.)
  3. (Optional) Enter an Objective Description into the text box.
  4. (Optional) If you've entered Benchmarks into the system previously, they are displayed here. Select the Benchmark Qualifier(s) and Unit(s) to attach to the Objective. Hold down the Ctrl button and click to select multiple Benchmarks.

1. In the Goal Measurables section, click the Define More button.

1. Enter a Measurable Title. This should be a measurable statement (e.g. "client reported improvement"). This is tied to the Treatment Plan review. At least one measurable statement must be added.

1. In the Goal Programs section, select the Program(s) to attach to the Goal. Hold down the Ctrl button and click to select multiple Programs.
2. Click the Add Goal button.

Edit an Existing Goal

1. Navigate to Treatment Plan Template and Program Setup: Main Menu > Admin Tools Menu > Treatment Plan Template and Program Setup.
2. Select the Add/Edit Goals radio button.
3. Click the Continue button.
4. Click the Select an Existing Goal to Edit drop-down and select a Goal.

1. Click the Edit button.

1. Make edits as necessary.

1. Click the Save Changes button.