User Guide — Behavioral Health Treatment Plans

1. In a patient encounter, click the Care tab.

2. If the patient has an active treatment plan, it appears under Active Plans. Click the double arrow to the right of the plan.

   

3. In the active plan workspace that opens, Care Plan and Treatment Plan tabs appear at the top. Click the Treatment Plan tab to access the active plan.

   

   Alternatively, click the Care Plan tab to access or start a care plan.

1. In a patient encounter, click the Care tab.

2. If the patient doesn't have an active treatment plan, No Plan Data appears under Active Plans. Click the double arrow to start a plan.

   

3. In the active plan workspace that opens, Care Plan and Treatment Plan tabs appear at the top.

   • Start a treatment plan: Click the Add Treatment Plan tab and button.

     

   • Start a care plan: Click the Add Care Plan tab.

1. Access or start a treatment plan.

2. The Concerns section appears in the upper left of the plan. If the section is collapsed, click Expand.

3. Click Add to the right of the section title.

   

4. In Concern/Presenting problem, begin typing a word or phrase that best describes the concern to address. A menu with matching results from athenahealth's Intelligent Medical Object library appears.

   Select an option to indicate a symptom, diagnosis, or primary issue impacting a patient.

   

   Alternatively, click the down arrow in the field to select an existing problem as the concern.

5. In Associate to active diagnoses, begin typing the diagnosis to associate with a concern and then select it from the menu.

   

   • Automatically added diagnoses: If you enter a concern that is also a diagnosis previously added in an encounter, this diagnosis automatically appears in the Associate to active diagnoses field. These entries include tooltips indicating that the diagnosis was auto-selected for you. If preferred, click the X in these entries to remove them.

     

   • Select additional diagnoses: You can associate multiple diagnoses with a concern. Click the down arrow in the Associate to active diagnoses field to select additional diagnoses.

   Important: All concerns must be associated with at least one diagnosis. The concern can have the same name as the associated diagnosis, such as depression or insomnia.

   Note: The active diagnoses menu not only lists diagnoses added during a patient encounter, but lists diagnoses from all patient encounters. Diagnoses added directly to the patient’s Problems list will not appear in the menu.

6. Optionally, enter evidence your patient shares for the concern or associate with plan goals, if available. For information about these optional fields, see Quick Reference: Treatment Plan Concerns.

7. Click Add . Repeat steps three through seven to document additional concerns.

Edit or delete a concern

Click the menu to the right of a concern. Click Edit or Delete to update or permanently delete it.

Update the status of a concern

Click the menu to the right a concern. Select Make inactive to update the status. You can change the status back to Active at any time.

To reactivate, click the menu to the right of the concern and select Make active.

Access inactive concerns

Click the Show filter to the right of the Concerns section title. In the filter menu, select Inactive. Remove the selection from Active to only view inactive concepts or select both options to view all.

1. Access or start a treatment plan.

2. The Characteristics section appears in the left column of the plan beneath Concerns. If the section is collapsed, click Expand.

3. Click Add to the right of the section title.

   

4. Entry fields are divided into Strengths, Needs, Abilities, Preferences, and Supports categories. Work with the patient to identify the characteristics that could impact their therapeutic journey.

   For more information about these categories, see Quick Reference: Treatment Plan Characteristics.

   Note: Characteristic entries are optional. You can create as many entries as needed or leave categories blank. Select from available options or enter as free text (up to 200 characters).

5. Click Add Characteristics to save your entries.

   Note: The next time you click Add to enter additional characteristics, any previous entries are temporarily hidden and blank entry fields appear. When this occurs, you are not overwriting previous entries. When you save your new entries, they will appear with the previous entries in the plan.

Edit or delete a characteristic

Click the menu to the right of an entry. Click Edit or Delete to update or permanently delete it.

Archive characteristics

Click the menu to the right of an entry and select Archive.

• Access archived characteristics: Click the Show filter to the right of the section title. In the filter menu, select Archived.

• Reactivate an archived characteristic: Click the menu to the right of the archived entry and select Make active.

In behavioral health treatment plans, templates consist of predetermined goals, objectives, and interventions you can select to accelerate plan development.

1. Access or start a treatment plan.

2. Locate the Goals section to the right of Concerns. If the section is collapsed, click Expand to the right of the section heading.

3. To the right of the section heading, click Apply Templates .

4. In Apply templates, begin typing the name of a template to locate it. Alternatively, click the down arrow in the search field to browse all templates. Select one or more templates to apply.

   

5. An outline of the goals in the predefined template appears.

   • Select goal checkboxes to automatically select all predefined objectives and interventions.

     

   • Remove selections from template goals, objectives, or interventions to omit them.

6. Click Apply Templates to add template sections to a plan. Click Show more in the lower right corner of a goal to view added sections in detail.

When adding behavioral health goals, you can either apply templates with predefined goals or manually enter goals as needed. Review the following to manually add goals to a treatment plan.

1. Access or start a treatment plan.
2. Locate the Goals section to the right of Concerns. If the section is collapsed, click Expand .

3. Click Add to the right of the section heading.

   

4. In Goal title, enter a statement summarizing the goal (up to 300 characters) or select a suggested title from the menu. Manually enter a statement or select from a dropdown library of athena-curated content to create a title.
   

   

5. The remaining fields are optional, but can be useful when tracking goals. Define a goal statement, enter start and target dates, and a priority if helpful. For a complete listing of field definitions, see Quick Reference: Treatment Plan Goals.

6. Click Add to enter the goal.

When you save a goal, the goal’s progress status appears in the upper left and its priority level appears in the upper right.

• Status: After adding a goal, the status appears as No progress recorded by default. As you enter the progress for a goal, the status updates to reflect your changes.

• Priority: By default, the goal priority appears as No Priority until you update it in goal details.

Perform actions for goals

Click the menu to the right of a goal to select an action to take.

• Edit: Opens the goal for editing.
• Make Inactive: Updates the state of a goal to Inactive, so you can filter it out of active goals if desired. This option is useful for goals not currently being worked on by your patient.
• Complete: Updates the state of a goal to Complete, so you can filter it out of active goals if desired.
• Cancel: Updates the state of a goal to Canceled, but does not permanently delete it. This is useful when reviewing goals you and your patient consider no longer relevant to treatment.
• Delete: Permanently removes goals entered in error.

Update the status of goals

1. In the lower right corner of a goal card, click Show More. Initially, the goal progress status appears as NO PROGRESS RECORDED by default.

   

2. In Goal Progress Status, click Edit .

3. Work with your patient to determine the status of their goal. Select an option closest to the status of the goal as they would describe it.

   Note: The status you select is color coded, so you can more easily identify specific goals that require your attention. Green indicates that a goal is improving, sustaining, or achieved. Pink indicates a goal that is worsening. Gray indicates no change.

   

4. Enter a note with information the patient shares about their progress. Click Update .

5. The most recent update appears beneath the status entry field. To view all entries, click Show Progress History.

   

   Note: Once entered, you cannot edit or delete an entry. Create a new update to revise the status of a goal.

Access inactive, completed, or canceled goals

Click the Show filter to the right of the Goals section title. In the filter menu, select the states to view, which includes options to view Inactive or Completed goals. Select all states to access all goals.

1. In the lower right corner of a goal card, click Show More. Initially, the goal progress status appears as NO PROGRESS RECORDED by default.

   

2. In Goal Progress Status, click Edit.

   

3. Work with your patient to determine the status of their goal. Select an option closest to the status of the goal as they would describe it.

   

4. Enter a note with information the patient shares about their progress. Click Update .

5. The most recent update appears beneath the status entry field. To view all entries, click Show Progress History.

   

   Note: Once entered, you cannot edit or delete an entry. Create a new update to revise the status of a goal.

In the Goals card, click Show more to expand it. Click Add to the right of the Objectives section heading.

In Add Objective, enter keywords and select the objective from results or opt to use the objective as entered.

If desired, select a priority level for the objective, a Start Date, and a Target Date. Click Date Range to toggle the date range off and leave the start and target dates undefined.

For a complete listing of fields and definitions, see Quick Reference: Objectives.

Edit or delete an objective

Click the menu to the right of the objective. Select Edit or Delete. If you delete an objective, it is permanently deleted and no longer appears in any filtered view.

Update the state of an objective

Click the menu to the right of the objective. Select Make inactive, Complete, or Cancel to update the state. You can change the state of an objective to any other state, including Active, at any time.

Access inactive, completed, or canceled objectives

Click the Show filter to the right of the Goals section title. In the filter menu, select the states to view, which includes options to view Inactive or Completed goals. Select all states to access all goals.

In the Goals card, click Show more to expand it. Click Add to the right of the Interventions section heading.

In Add Intervention, enter keywords and select the strategies, resources, or services you plan to provide. Alternatively, enter an intervention as free text and use the text as entered.

If desired, select a Start Date, and a Target Date. Click Date Range to toggle the date range off and leave the start and target dates undefined.

Click Add to save the intervention.

Edit or delete an intervention

Click the menu to the right of the intervention. Select Edit or Delete to update or permanently remove it.

Update the state of an intervention

Click the menu to the right an intervention. Select Make inactive, Complete, or Cancel to update the state. You can change the state of an intervention to any other state, including Active, at any time.

Access inactive, completed, and canceled interventions

Click the Show filter to the right of the Interventions section title. In the filter menu, select the states to view. Select all states to access all interventions.

As a behavioral health provider, complete the following to attest to a finalized treatment plan.

Important: Depending on your organization's policies, you may be required to send a copy of the treatment plan to your patient and/or supervising providers for additional attestation. If needed, you can select the patient's contact information and/or designate supervising providers from within the attestation workflow. When you attest, your patient and/or supervising providers will receive a copy of the plan for attestation. Check with your organization to determine whether patient and/or supervisory attestation is required.

1. Locate Attestation Artifacts in a treatment plan. Click Add to the right of the section title. athenaOne generates an attestation artifact, which opens to the right. 

2. In the artifact, review the PDF copy of the treatment plan and the attestation statement.

   

3. If you need to send a copy of the treatment plan to your patient for attestation, verify that you have a contact method available.

   • Contact method and consent available: If the patient has a mobile number or email address in Quickview and has given your organization consent to contact them, their contact information appears in Send Treatment Plan Attestation Requests | To client or guardian beneath the PDF viewer. Select the patient's mobile number or email address.
     

     Important: If "There are no consented contact methods" appears in Send Treatment Plan Attestation Requests, either the patient hasn't supplied a mobile number or email address or they haven't given your organization consent to contact them.
     
     You will be unable to send a copy of the artifact to your patient until you correct this issue. See Patient contact method issues beneath this procedure for next steps.

4. You also have the option to send the treatment plan to supervisor providers for attestation. Click To providers and select one or multiple providers to include in the attestation process.

   Note: If you need to update the treatment plan, click Cancel at the bottom of the screen to stop the attestation process. Update the treatment plan and then create a new attestation artifact.

5. Click Attest.

Troubleshoot patient contact method issues

If your patient has no mobile number or email address in Quickview, or if they have not given your organization consent to call or send health notifications, an error message appears in Send Treatment Plan Attestation Requests.

If this appears, you won’t be able to send a copy of the treatment plan until these issues are resolved.

To resolve:

• Update the patient’s contact and consent information if given: Before your patient leaves the session, discuss the best method for you to send them a copy of the treatment plan to review.

  If the patient provides you with a mobile number or email address and also gives consent to contact them:

  1. Click the Menu button and select Quickview.

  2. In Quickview, scroll down to Contact List & People with Portal Access and check for a mobile number or email address. Click Edit .

     

  3. In contact details, enter the patient’s Email and/or Mobile phone number.

     If the patient provides a mobile number and consents to be contacted, scroll down to Texts and select Yes.

     

  4. Scroll down and click Save.

  5. Also update the patient’s privacy settings. In Quickview, locate the Privacy section and click Manage Privacy.

     

  6. In Privacy Information, scroll down to Communicator Automated Messaging Preferences.

  7. In Health Notifications, select Email and Text Message check boxes. Scroll down and click Save.

     

     You can now send an electronic copy of the patient's treatment plan to them when you attest.

• Obtain attestation if no consent or contact information is given: Check with your organization for the preferred method to obtain patient attestation in these cases. If there is no method, ask if you can print a copy of the treatment plan for the patient to sign. To print:
  

  1. Create an attestation artifact. Click the double arrows to the right of the artifact to open it.

  2. In the PDF viewer, click Print or Download and print a copy of the plan. Click Cancel.

  3. Ask the patient to review and sign the printed copy to attest. If your organization allows it, you can also mail a copy to obtain the patient’s signature.

Patient attestation

After you attest, your patient receives an SMS text or email message with a link to a copy of the finalized plan. Your patient selects Agree to attest that the plan accurately reflects what was discussed in session, or they can Deny to reject the plan.

For more information about the patient attestation workflow, see Patient attestation.

Provider attestation

If you included a supervising provider in your attestation request, the assigned provider can accesses and attest to the request from the List View or Grid View in the Clinical Inbox. Or, they can attest directly from the attestation artifact in a patient's chart.

For supervisory attestation workflow information, see Supervisor Provider Attestation.