Revenue cycle management
Claims management
How treatment plan supervision works
12 min
this article explains how supervisees create treatment plans and submit them for supervisor review, and how supervisors review, return, or approve those plans w ho this is for supervisees creating and submitting treatment plans supervisors reviewing, returning, or approving treatment plans c reating a treatment plan (supervisee) (supervisee) 1 open the client account 2 navigate to treatment plans 3 click create 4 in the slide out panel, choose start from scratch , or use a template 5 select a review date 6 click create treatment plan the treatment plan is created in draft status e diting treatment plan details 1 open the newly created treatment plan 2 click edit details 3 add treatment plan title presenting problem 4 save your changes b uilding the treatment plan content 1 add a goal 2 add one or more objectives under the goal 3 add interventions for each objective 4 configure the intervention frequency as needed repeat until the treatment plan is complete s ubmitting the treatment plan for supervision review 1 when the plan is ready, click submit for review 2 add an optional comment for the supervisor (for example, asking them to review the plan) 3 submit the treatment plan the plan is now sent to the supervisor for review r eviewing a treatment plan (supervisor) (supervisor) 1 the supervisor receives a notification for a new treatment plan 2 click the notification to open the plan 3 review treatment plan details goals, objectives, and interventions comments from the supervisee r eturning a treatment plan for edits (optional) if changes are needed 1 click return for edits 2 leave a comment explaining what needs to be updated 3 submit the return the treatment plan status changes to returned for edits m aking updates after feedback (supervisee) (supervisee) 1 open the returned treatment plan 2 review the supervisorโs comments 3 make the requested changes 4 leave a confirmation comment 5 submit the plan for review again a pproving and activating the treatment plan 1 the supervisor reviews the updated plan 2 if everything is correct, they approve the treatment plan (supervisor) (supervisor) 3 once approved, the supervisee can activate the treatment plan c ompleting a treatment plan when the treatment plan is finished, it can be marked as completed
