How To Create A Treatment Plan From An Event

While you can create a Treatment Plan by navigating to the Forms Library within the client profile, you also have the ability to do it directly from the event right after you had the session with the client. 

On the event, click on the Documentation icon at the bottom, and select Individual Treatment Plan 

Select Next on the pop-up message. ‍

‍ Complete the form by adding the necessary fields and select Save & Close or Submit.

Click here to learn more about completing an individual treatment plan for a client.

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