Treatment plans can be updated from within a session note in the Rula provider portal. This information must be updated before the note is signed, as notes cannot be edited once they have been submitted. This article provides step-by-step instructions, a video demonstration, and an overview of updating treatment plans and goals.
Updating Treatment Goals
Clients can have up to five active treatment goals at a time- enough to stay focused without feeling overwhelmed. If a client wants more than five active goals, this is a great opportunity to discuss prioritization and the benefits of smaller, manageable steps that sustain motivation and progress.
Goal Achieved
Celebrating a client’s progress is a meaningful milestone! When a treatment goal is achieved, document it in your latest progress note or a blank note, noting the completed goal, date, and any reflections on the journey. In the treatment plan section of the Portal, you can remove the goal by selecting the trash can icon.
Goal Requires Edits
When circumstances change, whether due to shifting focus, motivation, or resources, treatment goals may need to be revised. This should be a collaborative conversation with the client to determine the exact revisions that are required. Document the updated goal in a progress or blank note, including the revised language, start date, and reason for the change. In the Portal, you can either edit the existing goal or delete and replace it with a new one- both approaches work.
Goal Requires Discontinuation
If a goal is no longer relevant, it can be deleted using the trash can icon, with documentation in the progress note or blank note explaining why it was discontinued.
Video Demonstration
Guided Steps
To update a treatment plan:
- Log into the provider portal
- Click on the Clients tab, located on the menu on the left side of the page
- Select the client you need to update the treatment plan for
- Depending on if you are starting a new note or are returning to save note, find the appointment card for the desired date, and click Start progress note or Complete progress note.
- This wording will reflect the template or appointment type (SOAP note or Initial Assessment).
- On the right side of the page, click Update treatment plan
- Make the desired changes
- Click Save & close
You can update the treatment plan as needed in the session note. If no changes are needed, the treatment plan will pull forward to any new session notes as-is.
Additional Resources
- Utilizing measurement-informed care in building treatment plans -This article explores how measurement-informed care (MIC) aids treatment planning in practice as well as culturally responsive use of MIC in informing treatment planning.
- Example treatment plan goals and objectives using measurement-informed care -This article provides examples of treatment plan goals and objectives utilizing scores from measurement-informed care (MIC) surveys.
- Sample Clinical Documentation Library - A collection of sample clinical documentation to use as a reference