Golden Thread: Treatment Plans

Golden Thread enabled Treatment Plans are constructive in nature, meaning that once the patient's presenting problems are identified, you can build the treatment plan using the pre-configured treatment elements including Modalities, Goals, Objectives, and Interventions. These can also be customized during documentation or you can free-type in content as needed. 

Click here for instructions on building a Golden Thread Treatment Plan Template. 

Required Permissions: Users with the Therapist role or the Edit Treatment Plans feature added to their profile can create and update Golden Thread Treatment Plans. 

Create Treatment Plan

You'll need to create a treatment plan for each of the problems you are planning to address. To create a treatment plan:

1. Open the patient chart tab containing the golden thread treatment plan evaluation. Because evaluations can be customized by each facility, the name and patient chart location of this evaluation will vary. 
2. Click Add form.
3. Select the Treatment Plan evaluation by clicking Add.
   
4. Click the Edit icon to open the form.
5. Select a Modality from the drop-down (optional).
6. Choose a Problem from the drop-down. This contains all problems from the patient's Problem List excluding those marked as Deferred.
7. Next, click Add Goal. 
8. You can select from the pre-set available content by clicking on the content icon. You can also manually type in the goal. You can adjust the text as needed. You can also add as many Goals as required.
9. Next, add an Objective for each goal. Click Add Objective.
10. You can select from the pre-set available content by clicking on the content icon. You can also manually type in the Objective. You can adjust the text as needed.
11. The Plan/Intervention will automatically populate if you've chosen an objective from the pre-loaded content. You can make adjustments to the column and add a Frequency. 
12. You can also use the Add Plan/Intervention button to include additional interventions for the objective as needed.
13. Add as many objectives for the goal as required.
14. Once your Goal is defined with the Objective, Intervention, and Frequency, click on Add Status.
15.  Set the Target Date, Status, and add a Comment if needed. You can update the status over time as the patient works towards completing each Objective and Goal. 
    
16. Once you've completed building the Treatment Plan for the problem selected, collect the required signatures. Using the Sign and Submit button at the bottom of the treatment plan when collecting patient signatures will automatically apply the patient's signature to the document and statuses. 
    
1. Important: One of the required signatures is the reviewed signature, which must be present for a treatment plan to function as intended. Otherwise the plan may move to the Ready for Review status and stay there.

Note that once established, the Treatment Plan will display both the Modality and the addressed Problem in its title.

Working with Treatment Plans

Treatment plans are designed to be updated as the patient progresses through treatment. Common updates include the objective and intervention-specific statuses (e.g., open to extended to complete). Additionally, goals, objectives, and interventions can be added.

Users with the Therapist role or the Edit Treatment Plans feature can add goals, objectives, interventions, and statuses to treatment plan evaluations in the edit view even after they're signed and no longer in the In Use status. Other users will only be able to see the read-only view.

Patient Signature Behavior

1. When the patient signs a treatment plan In Progress (Sign and Submit), the signature and timestamps apply to both the treatment plan overall and each unsigned status.

2. When the patient signs the treatment plan In Use (Additional Treatment Plan Signatures), the signature and timestamps apply to both treatment plan overall and each unsigned status.

3. The patient can also use “Patient signature for statuses” option in the evaluation form to sign the statuses updates only (if no updates were made to the overall treatment plan).

4. When the patient signs a pending treatment plan under My Treatment Plans in the Patient Portal, the signature and timestamps apply to both the treatment plan overall and each unsigned status.

Updating Treatment Plans

Please keep in mind that any changes to a Treatment Plan items like objectives, goals, or interventions, must be done before the patient signs for statuses. Once the patient signs, no signed content can be modified.  

You can always add a new status or objective and goal, which will require a new patient signature. Using the Sign and Submit button at the bottom of the treatment plan when collecting patient signatures will automatically apply the patient's signature to the document and statuses. 

Bulk Signatures: You can also collect signatures for the treatment plans in bulk from the Golden Thread List View. 

Viewing Connected Golden Thread Treatment Items

Once a Progress Note, Group Session, or evaluation containing a selection from the Golden Thread tag has been added to the patient chart, you'll notice a knot icon next to items in the Treatment Plan that have been threaded. This signifies that there is related content to that item.

From the In-use or Edit view:

Clicking on the knot displays a list of each progress note, group session, and/or evaluation where that specific problem, goal, objective, or intervention has been threaded. Each of these items is a link that will take you to the evaluation or group session when clicked.

You can also access and view the knot icon from the treatment plan's preview mode.