Creating an Individual Treatment Plan is an essential step toward tracking the progress of your clients, this guide is here to help you utilize and navigate the TiQ Treatment Plan form as effectively as possible.

From Client iQ, search for and select your desired client using the Search Bar in Client Hub

Select Form Library from the Client Profile Page

‍Under Mental Health Forms select Individual Treatment Plan

Click the + New button to create a treatment plan.

Complete the necessary fields.

Note: TiQ will auto-fill the Client Name, D.O.B, and Form Type.

If you are using more than one type of Treatment Plan, select your preferred Treatment Plan from the Form Type dropdown

Click here to learn how to create custom forms

Add Service Codes, Modifiers, and Units of Service for Billing Purposes.

Input the Service Start Date, Overall Targeted Completion Date, and Minimum Weeks of Treatment.

Note: Service Start Date and Minimum Weeks of Treatment will calculate the projected discharge alert.

Select the Diagnosis Codes for this client.

Note: These codes will be automatically recorded on the client's demographics page after the completion of the Treatment Plan, these will be the diagnosis codes available for future documentation for this client.

Select +Add Diagnosis to add more diagnosis codes

Select the problem definition and Target Date to Achieve Goal from the dropdown.

Select +Add Problem to add more problems

When the Problem Definition is selected, you are now able to add:

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- Problem Description

- Goal

- Objectives

- Interventions

Select +Add Objectives to add more objectives

Assign Each Service for this client.

Note: These services will be automatically recorded on the client's demographics page after the completion of the Treatment Plan, these will be the services available for future documentation and appointment scheduling for this client.

Select Standard or Medicaid Compliant service schedule

If  Standard is selected, You can select multiple services at one time.

If  Medicaid Compliant is selected, You can only select 1 service at a time.

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Select the Service Frequency and Session Duration from the dropdown.

Enter the Discharge Criteria/Transition Plan - If Necessary.

Collect all necessary signatures.

If the client's signature is not needed on the treatment plan, you will have the ability to select the "Client Signature Not Required" checkbox.

NOTE: If the Provider, Supervisor, and Required Supervisor signatures are filled, and the 'Client Signature Not Required' checkbox is selected, the Missing Signature Alert for Treatment Plan is removed from your Dashboard.

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When the ‘Client Signature Not Required' checkbox is selected, the status under the ‘Client Signature’ column in the Missing Signature Alert for Treatment Plan displays ‘Not Required’.

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Click on Save & Close (for review later) or Submit button.

Click here for additional Information on how to Add a Screener to Clinical Forms‍