Treatment plans are fundamental to the collaborative experience between clinician and client. Clearly defining and documenting your treatment plan's objectives, interventions, and timeframes enables you to monitor progress toward the established goal(s) and ongoing outcomes. Grow allows you to update a client's treatment plan through progress notes and status updates, indicating different levels of progress and accomplishments throughout a client's time in your care.
Key Points
Treatment plans are available to all providers.
Once an initial assessment or progress note is initiated as part of each client's care journey with you, a treatment plan is created.
Treatment plans are living documents. Regularly reviewing and updating a treatment plan's goals with follow-up notes supports focused treatment.
Currently, only Medicaid clients can view treatment plans in their client portal. This visibility is a Medicaid requirement.
Establish a treatment plan
Each client's treatment plan is created based on an initial assessment or progress note. Once you have completed the initial treatment plan, this information will automatically appear in all future notes. You can revise the treatment plan or indicate that all information is up to date using any follow-up template.
Preview a treatment plan
Treatment plans can only be updated when a progress note is written. However, you can preview each treatment plan from the client's chart without opening notes tied to an individual appointment.
To access a treatment plan via the client's chart:
Navigate to Clients via the sidebar.
Search and select the client's name to bring up their chart.
Ensure the Treatment tab is selected beneath the client's name. From here, select the treatment plan you wish to preview.
In the pop-up preview, "Current goals" will be the default view, which shows all treatment goals currently in progress. To view previously documented treatment goals for this client, select the drop-down menu > All Goals. Finally, select the caret (⌄) symbol to view details for each goal.
Update a treatment plan
Treatment plans are living documents. Regularly reviewing and updating goals supports focused treatment. Treatment plans can only be updated using a follow-up note template. To update a treatment plan:
To begin the documentation process, initiate an invoice. From the note template options, select Progress Note or Soap Note from the drop-down menu.
Complete the required fields as you proceed through each section of the note. Alternatively, select Treatment Plan in the side navigation.
Select "Reviewed and updated as described below" to update the fields of a treatment plan as needed. The changes will be reflected in the client's chart.
