Treatment Plan Types

The treatment plan types are entered and maintained on the Treatment Plan Types screen. After initial installation, a No treatment plan types have been configured message displays.
 
 

Click on the blue + NEW TREATEMENT PLAN TYPE to add a plan type. The following screen displays.

1. The left-hand column is populated with the list of the entered plan types. A Filter by Name is available to refine the list results by name, and the add treatment plan type button is now located at the top of this column.

2. Name is the only required field when adding a treatment plan type; it can be up to 200 characters.

3. Treatment Plan Type Details are optional.

   • Start Date - Cannot be after the end date.

   • End Date - Cannot be before the start date.

   • Review Period (Days) - If entered, the days value is used to automatically calculate the Projected Review Date when the client’s treatment plan is added.
     

   • Summary Form and Problem Form - These forms appear on the first page of the treatment plan, directly under the Treatment Plan Period.

     • These forms must be created as FDNext forms.

     • Please contact Echo Support for assistance if a new form needs to be created for this purpose.

4. Select the help button (Blue Question Mark icon), for on-screen information regarding the Summary and Problem forms.
   
5. The form action buttons are displayed across the bottom.

   • + SAVE AND ADD ANOTHER - Select this to save or add the current plan type and then immediately begin adding another. A record is added or updated in txp.TreatmentPlanTypes on SAVE.

   • DELETE - Delete is enabled for saved Treatment Plan Types that are not in use.

     • If an existing treatment is used, the DELETE button is disabled.

     • Click on the help button to the right of the disabled DELETE for more information. Most commonly: This Treatment Plan type cannot be deleted because it is already used in a Treatment Plan.

     • CANCEL - Select cancel to exit without adding a new record or saving updates to an existing record.

     • SAVE - Select save to add a new Treatment Plan Type or update an existing one.