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Treatment plans, goals, templates and homework

Start a client's plan, blank or from a template, set goals, see the sessions about each goal, and give homework the client sees in the portal.

Start a plan

  1. Open the client and choose the Plan tab.
  2. Under Start from, choose a template or A blank plan.
  3. Choose Create Treatment Plan.
  4. Fill in the Assessment Summary, Presenting Problems, Risk Assessment and Discharge Criteria, then choose Save Plan.

A plan needs the client to be assigned to a therapist. Owners and admins assign clients under Assignments.

Goals

  • Choose Add Goal: a description, a measurable objective, interventions and a target date.
  • Each goal has a status, and lists the sessions whose notes worked on it.
  • Link a session to goals from its note, under Goals this session worked on.
  • A goal a finalized note worked on cannot be deleted; mark it discontinued instead.

Plan templates

  • In settings, open Treatment plan templates.
  • New clinic template makes one everyone who writes plans can start from. New template makes one only you use.
  • A plan gets its own copy, so changing a template later never changes a plan.

Homework

  1. On the Plan tab, under Homework, choose Add homework.
  2. Type the Task, add Details and a Due date if you like.
  3. Choose Add task.

Clients who use the portal see their tasks and goals there and mark each task done. You see what they marked on the Plan tab; Bliss sends nothing when they do.

Still stuck? Contact us and tell us what you were trying to do.