Treatment Plan - Initial Screen Overview

Selecting Treatment Plans from the Client Menu will bring you the screen shown below. 

This will load all active programs and active goals/treatment plans.


 

Show Inactive

 

 

 

Clicking Show Inactive will toggle to display inactive programs and treatment plans.

 

 

 


 

Signature History

 

 

Clicking View Signature History will display a complete history of all signatures for every treatment plan throughout all programs.

 


 

 

Comprehensive Tx Plan

Select your intended date range and click View Report.  This essentially loads all treatment plans for all programs for the date range that you selected - in PDF form.  

 

 


 

Add New

The Add New button will only appear under the programs that you are associated with in Neo.

For this example, the staff member is an Adult Case Manager, allocated to both CIS and BHH-A programs, so you're seeing the Add New option for the BHH-A program, but not for the MC program.


 

Blank WS

Selecting Blank WS will load a blank treatment plan PDF.  

 

The DSM section of the worksheet will pre-fill from the client's current DSM.

From there, you can print the worksheet if the treatment plan is to be completed on paper for any reason.



 

Written By Amanda Griffin (Super Administrator)

Updated at January 23rd, 2024

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