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Treatment Plan Settings

TherapyNotes provides settings to help your practice manage treatment plans based on your clinical and administrative needs. Depending on your practice’s preferences, you can require a treatment plan before completing a progress note or allow clinicians to proceed without one.

Requirements for Psychotherapy Treatment Plans

Role Required: Clinical Administrator, Practice Administrator

Administrators can configure whether a treatment plan is required or optional before creating a psychotherapy progress note. Although we strongly encourage treatment plans, your practice may wish to allow progress notes to be written without one. If a treatment plan is required, you can also set a maximum number of days it is applicable before a new plan should be completed. 

Configuring Treatment Plan Requirements

  1. Go to Settings > Note Settings.
  2. Under Treatment Plan Settings, you can select Requirements for Psychotherapy Treatment Plan Setting that work best for your practice.
  3. Choose one of the following:
    • Required (recommended): A treatment plan must be on file to create a progress note. You can also set a maximum number of days it is applicable before a new plan should be completed.
    • Optional: A treatment plan is not required to create a progress note.
  4. Once you’ve made your selection, click Save Settings.

TreatmentPlanSettings.png

 

Director Signature for Treatment Plans

Role Required: Practice Administrator

TherapyNotes supports workflows that require a Clinical Director’s signature on psychotherapy and psychiatry treatment plans. When this feature is enabled, a user with the Clinical Administrator role can be designated as the Clinical Director for your practice.

Once a treatment plan is signed by a clinician and, if needed, approved by a supervisor, a task is automatically added to the Clinical Director’s To-Do list for final review and approval.

Enabling the Clinical Director Signature for Treatment Plans

To require a Clinical Director’s signature on psychotherapy and psychiatry treatment plans:

  1. Navigate to Settings > Note Settings.
  2. Under Director Signature for Treatment Plans, check the box labeled “Director signature is required on treatment plans.”
  3. Click Save Settings to apply the change.

Once enabled, a Practice Administrator must assign a Clinical Director. This individual must have the Clinical Administrator role.

Note: Only one Clinical Director can be assigned at a time. To update the assignment, return to Note Settings and select a new Clinical Director.

TreatmentPlan2.png

Director Signature Workflow

Role Required: Clinical Administrator

Once the setting is enabled and a Clinical Director is assigned, the workflow proceeds as follows:

  1. The clinician signs the treatment plan.
  2. If required, a supervisor approves the plan.
  3. A task is added to the Clinical Director’s To-Do List for final review.
  4. The Clinical Director can:
    Approve the treatment plan, finalizing it.
    Return it to the clinician for revisions.

Once approved by the Clinical Director, the treatment plan is marked complete.