Treatment Plan Templates

This article walks through the updated treatment plan experience, shaped by feedback from providers across our network. The feature is currently in early access with a small group of providers as we continue refining the experience before making it more widely available.

Introduction

Creating a Treatment Plan is required at the start of every episode of care as part of the initial assessment note; notes will not be able to be submitted without a completed treatment plan present. 

Treatment plans serve as the “roadmap” for clinical care - guiding session focus, selection of modalities and interventions, and defining how treatment progress will be measured and understood. Rula's new Treatment Plan experience introduces clinician-validated starting points/templates designed to make it easier for you to track client progress across sessions. 

• Primary and secondary diagnoses
• Creating new treatment plan goals
• Managing objectives and goals over time

Primary and Secondary Diagnoses

Adding diagnoses is foundational to creating your treatment plans. The ability to add primary and secondary diagnoses makes care priorities explicit and easier to stand behind when documentation is submitted to payors. 

• Primary diagnosis: The primary diagnosis represents the main focus of treatment, and at least one goal is expected to align with it. Only one primary diagnosis can be selected at a time, and only F codes can be selected. 
• Secondary diagnosis: The secondary diagnosis is also part of the client's clinical presentation and may influence the course of treatment, but does not drive required goal creation. However, you may opt to populate additional goals that align with the secondary diagnosis. Diagnoses can be updated as clinical assessment evolves.

Creating new treatment plan goals

Treatment plan goals can be created using templated options, or custom goals can be set. At least one goal  must tie directly to the client’s primary diagnosis. We'll cover both options below.

Adding a new treatment plan goal

1. Open a clinical note in the Rula provider portal
   • See more on required clinical documentation here
2. Navigate to Diagnosis on the left-hand side of the screen 

3. Ensure that you've selected a primary diagnosis (and secondary diagnosis, if applicable)

   

4. Select Add Goal 

   • Collaborate with your client during the session to align on treatment plan goals. 

     

A new window will appear with the Related diagnosis field pre-filled from the primary diagnosis 

Select a template or create a custom goal

• Custom Goal
• Template

Any templates associated with the primary diagnosis will be available to choose from, or you can choose to create a custom goal. If there are no templates associated with the primary diagnosis, you'll need to create a custom goal.

Custom Goal

• Choose a category for the treatment goal

  

• Complete each field in the Client details and Objectives and interventions sections

  

Template

• Click the dropdown button next to each template to view the objectives of the template

  

• Use the filter buttons to filter templates by category

  

Once you have selected a template, you will complete the rest of the goal properties. Note: the template title is not editable. 

• Complete all fields in the Goal details section. Click Next when done.

• If using a template, the Objectives and interventions section will be pre-filled. All of this content can be edited or deleted, and new objectives can be added.

  

• Click Save when you have completed the Objectives and interventions section.

Managing objectives and goals over time

Once goals are set, objectives can be added, updated, cancelled, or completed at any time. Goal progress is tracked by updating objective statuses at each session, as part of the required clinical documentation for the visit.  

To update an objective status:

Objective Statuses

• Within the clinical note, navigate to Treatment plan.

• Choose Select current status of objective below each objective to select a status. 

  

Client progress towards goals

• Within the clinical note, navigate to Interventions & progress. 

• Complete the free-text, Client Progress Towards Goals, field with an explanation of how the client is progressing towards their goals.
   

  

New goals and objectives

New goals or objectives can be added at any time:

• Click Add goal to add a new goal

• Click Add objective to add an objective to an existing goal

  

Cancelling goals

Goals can be cancelled at any time as the client’s needs or the focus of treatment change:

• Click Cancel to cancel the treatment goal

• Note: be sure to maintain at least one active treatment goal for the primary diagnosis. You will not be able to sign clinical notes without an active treatment goal.

  

   

Completing Goals

• Once all objectives have been completed, the goal will automatically be marked as achieved.
• Goals can be manually marked as achieved before all objectives have been completed. 

  • Ensure all objective statuses are set and click Mark achieved 

    

• There must be at least one active goal for the primary diagnosis. If you have completed all treatment goals related to the primary diagnosis, choose from the following actions:
  • Add new primary diagnosis treatment goal
  • Add a maintenance goal
  • Work on a goal related to another diagnosis
    • To work on another diagnosis, you will need to make it the primary diagnosis.
    • If you are changing the primary diagnosis, all goals tied to the original diagnosis will be maintained, but will be considered non-primary goals

  • Discharge client 

    

    Goals will expire if the target date has been met or passed. Update the target date or mark the goal as complete if need be.

    

Updated May 22, 2026 19:29