Updating A Treatment Plan
Table of Contents
|
Initial Seven (7) Day Plan
|
Log in to Neo and navigate to the Treatment Plan module.
![]() |
|
Select the CSU program ![]() |
|
Click Add New ![]() |
|
For the initial plan, set the date out seven (7) days.
|
Updated Plans
|
Log in to Neo and navigate to the Treatment Plan module.
![]() |
|
Select the CSU program ![]() |
|
Click Add New ![]() |
|
For the initial plan, set the date out seven (7) days. ![]() |
|
When you add a new plan at the seven (7) day mark, it will carry forward the Goals and Action Steps that were previously identified in the initial plan. ![]() |
|
Extend the anticipated completion dates by two days by selecting the edit button next to each Goal/Action Step. ![]() |
|
After selecting Edit, the following screen will pop up, and you can either extend the completion date, mark the Goal/Action Step as met, or close it. If you are still going to work on the goal, extend it by two (2) days. Click Save after you’ve made edits. ![]() |
|
If there are additional Goals/Action Steps to add to the plan, select Add ST Goal or Add Action Step: ![]() |
Rationale for Continuing CareThis box is for providing an explanation around the factors for why a client needs to extend their stay and should demonstrate medical necessity. Examples include:
![]() |
Description of Client ProgressAt Admission: It would be acceptable to note here that this is the initial Treatment Plan, and so there has been no progress to remark upon. For Extended Plans: If we are extending out a Treatment Plan, then the description of progress should remark on each goal and whether or not they have achieved the goal, and if not, what were the barriers to success. |










