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How to Complete the Interdisciplinary Treatment Plan

  1. With the client open, click the search icon.
  2. Type in “Interdisciplinary Treatment Plan” in the search bar.
  3. Select “Interdisciplinary Treatment Plan (Client)” from the search
  1. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program.
  2. Click OK to continue.
  1. This opens the Interdisciplinary Treatment Plan screen. Enter the start date of the treatment plan. Enter the end date, if applicable.
  2. Select when the treatment plan is due for review. You can select a specific date or can a relative number of days from the start date.
  3. Enter a description of the client’s presenting problem/chief complaint. Your facility may have additional regulations, such as including the diagnosis, the client’s strengths, anticipated length of stay, etc. Enter all the necessary and pertinent information in this field.
  4. In the Goal and Plan section, add goals and interventions to the plan.
    1. Enter the start date for the goal, the end date (if applicable), and the current status of the goal.
    2. Enter a description of the goal. Your facility may have additional regulations, such as indicating whether this is a long-term or short-term goal. Enter all the necessary and pertinent information in this field.
    3. Enter the planned interventions that will help the client reach this goal. Interventions are not separated out into different fields, so if you have multiple planned interventions for this goal, include them all in this field. Your facility may have additional regulations, such as indicating who is responsible for each intervention. Enter all the necessary and pertinent information in this field.
    4. Enter the prognosis for this goal. Include any risk factors and include strengths as applicable.
    5. Click Insert to add this goal to the treatment plan.
  1. Once you’ve added all your goals, complete the Treatment Plan Review section. This is a summary of the overall prognosis of the client.
  2. Click Sign.
  1. If you need to add co-signers, click on the Plus icon to expand the document ribbon.
  1. This expands the ribbon. Click on the dropdown to select a cosigner. You can also add staff or the client as a cosigner; the client will always show first if they’re not already listed as a cosigner. After selecting your cosigner it will show in the cosigner section. Once they’ve signed the document, the person will move to the Signed By section.