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

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 a custom 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 based on the frequency set in Practice Manager. 

Select the Diagnosis Codes for this client.

NOTE: The Dx code you add to the treatment plan, will be transferred to the Clinical Info tab within the client profile, as well as to any other document that requires a Dx code, such as claims. 

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:‍

• Problem Description
• Goal
• Objectives
• Interventions

Select +Add Objectives to add more objectives

Assign the Services you’ll be providing to the client. 

NOTE: The services selected here will be automatically checked also in the Clinical Info tab within the client profile. Also, these will be the services available for future documentation and appointment scheduling for this client.

Click here for more information about assigning services to clients. 

If the client’s insurance matches a payer with a Payer Contracted Rate, only the Contracted Billing Rate services will appear in this section. The system will display the specific contracted rate fee for each service.

IMPORTANT: If the payer has no Contracted Billing Rates added in Practice Manager, there won’t be any services listed in this section.

Click here to learn more about Payer Contracted Rates. 

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.

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, there won’t be a Missing Signature alert triggered if the client’s signature is not present. 

‍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’.

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

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