How to Create a Treatment Plan
Step 1: Navigate to the client’s appointment and select Add Note.

Step 2: Open the Diagnosis tab. Then, select Treatment Plan.
Here you can select a type of treatment plan, add dates, and select Save.

Select New Plan to create a new treatment plan.
Select All Plans to view/restore old plans.
Signature allows professionals and clients to add their signatures.
|
Related Articles
Treatment Plan Overdue Within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...
How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.
Create Your Own Refer-a-Friend Link!
Step 1: Navigate to your Account Settings and click on the "Referral Center" tab. Step 2: Click the + Add New Referral Link button Step 3: Create a name for your referral link (e.g., your practice name) and press Save Changes Step 4: Share your ...
Creating/Managing/Scheduling Client Groups (Treatment Groups, Couples, or Families)
"Groups" in MBP refers to any appointments that include multiple clients -- IOPs, treatment groups, couples, or families.
Customizing Interventions
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...