Add or Edit a Treatment Plan (WebABA Pro & Group)

  Permissions: Therapist can add Treatment Goals for their assigned Cases, Administrators or higher can add Treatment Goals for all Cases.

You can add multiple Goals and Objectives, along with Goal Status to your Treatment Plan Notes.

Treatment plans are meant to be created, reviewed with the client and signed. If changes are made to a plan a new plan is added, details from the previous plan are automatically included, revisions or updates made, reviewed with the client and then resigned. This creates an ongoing record of the progress and adjustments to treatment plans.

IMPORTANT: Treatment plans can be edited until they are signed but no new treatment plans can be created. Once a Treatment Plan is signed changes or updates cannot be made on that Treatment Plan. You can add a new Treatment Plan and the Goals and Objectives you entered on the previous Treatment Plan are included for you to make changes and track progress.

Add a Treatment Plan

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
   • If a Case has not been created for this Client a new one will be created. 
   • If there are multiple Cases you are assigned to, you will need to select appropriate Case.
3. Click Treatment Plans tab.
4. Click +Treatment Plan. Information from any previous plans will be included in the new plan.
   NOTE: If +Treatment Plan is greyed out sign the previous Treatment Plan to add a revised plan.
   
   
   
5. Fill out appropriate Treatment Plan details.
   • Diagnosis Code: Will pull in from the Initials Assessment tab of the Case. 
   • Behavior Definitions: Generally refers to Behaviors you wish to target for treatment. 
6. Click the drop down on the Save button.
7. Select Save and E-Sign.
   

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Edit a Treatment Plan

IMPORTANT: Treatment Plans can only be edited before they are signed.

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
   • If a Case has not been created for this Client a new one will be created. 
   • If there are multiple Cases you are assigned to, you will need to select appropriate Case.
3. Click Treatment Plans tab.
4. Find the Treatment Plan to be edited and click Details.
   NOTE: If the plan has been signed, it will be indicated in the details and you will have to add a new treatment plan.
   
   
   
5. Add or edit Treatment Plan details.
6. Click Save or the drop down on the Save button and select Save and E-Sign.
   

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