How to Create Multiple Treatment Plans for a Client

Clinics now have the option to create more than one active treatment plan for a client. This can be helpful when managing care across multiple programs, services, or providers.

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Where to Go:

1. Go to the client’s profile
2. Select the Treatment Plan tab from the left-hand menu.

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Create an Additional Treatment Plan

You can either:

• Select Generate Treatment Plan, or

• Choose Add Plan to manually start a new plan

⚠️ This action does not require you to end-date or close the previous plan.

Once additional plans are added, the header will update to display Treatment Plan (1), Treatment Plan (2), Treatment Plan (3), and so on.

A dropdown will now display, allowing you to switch between treatment plans to view, add, or update goals as needed. Discussed in the How-To-Create-a-Treatment-Plan article

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How This Affects Document Submission

When a client has multiple treatment plans, clinicians will now see a Treatment Plan dropdown when creating a new document.

Before selecting a goal, objective, or intervention, clinicians must:

1. Choose the correct Treatment Plan

2. Proceed with selecting goals tied to that plan

This ensures all documentation aligns with the intended plan of care.

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