Treatment Wizard - Using Treatment Wizard

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Flow Chart – Page Two

Symbols

Green Check Mark- The form has been completed and signed.
Red Asterisks- The form has not been completed and signed.
Double Green Arrows- The form is currently displayed in the Treatment Wizard window.

Process

1. Go to Day to Day > Treatment Wizard.
2. Select a patient by either searching for an existing patient or clicking New Patient to register a new patient.
   
   
    
3. Select a chart that contains the necessary forms in its Chart Structure.
   
   
    
   • If you select a chart from the drop-down that does not contain the required forms, you will see the error message below. To fix this, you can either add the forms to the chart structure (see above for detailed instructions) or select New Chart to give the patient a chart structure that has the forms.
     
     
      
   • If the patient does not already have a chart, select New Chart and create a chart.
   • Once the window opens add a primary, select a program and location, click Save/Close.
     
     
4. Select the new chart from the drop-down list and the Initial QoLA form is now available.
5. Complete the Initial QoLA form to assess the patient’s initial quality of life.
6. Complete the PCL-S form to determine whether the patient has a post-traumatic stress issue.
7. Based on the results of the Initial QoLA and PCL-S, the patient will receive a score. If the score is less than 14 follow these steps, if the score is 14 or more skip to step 8.
   • Complete the Trauma Questionnaire form.
   • Complete the Progress Note.
   • Complete the Referral form.
   • Exit Treatment Wizard.
8. Follow these steps if the score is 14 or more.
   • Complete the PCL-5 form.
   • Complete the LEC form.
   • Complete the CAPS 5 form.
   • Complete the Linkage form.
   • Upon completion, you may receive the following notification. To fix this, click OK and it will take you back to the screen where you created the New Chart. Create the chart again, but make sure you use a Mental Health Program.
     
     
      
   • Schedule an Appointment
     • For details on how to schedule an appointment, refer to the Scheduler Training Guide.
   • Complete the Referral form.
   • Retention form- This form allows you to track scheduled appointments.
   • Maintenance form- This form tracks whether a progress note was written.
   • Tracking form- This form tracks the progress of forms.
   • Complete the Final QoLA form to assess the patient’s quality of life after completion of the program.
   • Exit Treatment Wizard.

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