Master Treatment Plan [Evaluation Template]

The Master Treatment Plan is an uneditable evaluation form that lists all evaluations with Treatment Plan content added to the patient's chart (organized by modalities, if set up). This evaluation provides a quick overview of the treatment plans and their related statuses for the patient. The form does not require any signatures and is updated dynamically as you add additional treatment plan evaluations to the patient chart.

This form is primarily used with standard treatment plans. Golden Thread treatment plans have a native Golden Thread List View that provides additional features.

How to Build a Master Treatment Plan Template

Super Admins or users with the Manage Templates or Manage Templates - Consents and Evaluations can create a Master Treatment Plan for your instance.

1. Navigate to Templates > Evaluations.
2. Click New evaluation.
3. Title your form (e.g. Master Treatment Plan) and assign it to the desired tab using the Patient Process drop-down.
4. Set the Evaluation Content drop-down to Treatment Plan.
5. Check Only one per patient option. Since the Master Treatment Plan updates automatically, there is no need to have multiple master problem lists in the tab.
6. Do not assign any signatures in the Required Signatures section. This form will only function correctly when you do not have any required signatures.
7. Choose Locations for master instances.
8. Next, let's add the master treatment plan evaluation field.
9. Click Add item at the end of the template.
10. Fill out the Name field and select treatment_plan_master_plan from the Field Type drop-down. You do not need to add a label or fill in anything else.
11. Enable the form.

Master Treatment Plan in the Chart

Once built, simply add the Master Treatment Plan to the patient's chart tab. Any user will be able to click on the form title and view which treatment plans are established for the patient.

The master treatment plan pulls any evaluation added to the patient chart where the Evaluation Content drop-down is set to Treatment plan in the template.