Tx Plan Preselected Items

(Topic Last Updated On: 03/01/2018)

Administration > Tx Plan Preselected Items

The Tx(Treatment) Plan Preselected Items menu item on the Administration menu launches the Tx Plan Preselected Items screen. This screen is used to enter commonly used treatment plan items for more efficient treatment plan entry. The text of commonly used treatment plan problems, goals, methods, interventions, and outcomes can be defined on this screen. Treatment plan item types can be associated with one or more parent items above them. These associations allow items to be filtered out of a preselected lists on the Treatment Plans screen as preselected parent items are selected.

Field Descriptions

Select Treatment Plan Item Type

This field contains a dropdown menu of treatment plan item types. Item types available are: Problems, Goals, Methods, Outcomes, and Interventions. The type selected will display it's associated items in the grid on the screen.

Please enter the text for this (Plan Item Type)

The user entered text of the preselected treatment plan item is entered in this field. Out-of-the-box, Methasoft comes with items pre-loaded for each treatment plan item type.

This item is related to the following (Plan Item Type) (Select all that apply)

This field list 'parent' items that the selected treatment plan item can be associated with by checking the box. When the 'parent' item is selected during the treatment plan creation, the treatment plan items will be available in the corresponding dropdown menu.

Intervention Level

This dropdown menu field appears when the Selected Treatment Plan Item Type named, 'Interventions' is chosen. This menu contains treatment plan item types that the intervention items can be associated with. Item types available are: Plan, Problem, Goal, Method, Outcome, and Intervention.

Grid Columns

Type

This column displays the type of each preselected item.

Item Text

This column displays the entered text of each preselected item.

Command Buttons

New

This button allows for the creation of a new treatment plan item.

Edit

After a treatment plan item type has been selected from the dropdown menu, and an item has been selected from the grid, this button allows for changes to be made to the text of the item. Parent item association can also be changed.

Delete

After a treatment plan item type has been selected from the dropdown menu, and an item has been selected from the grid. Clicking this button will permanently delete the selected item.

Save

This button applies changes made when creating a new item or editing an existing one.

Cancel

When entering a new item or editing an existing item, this button will remove any input or changes made.

This button closes the Tx Plan Preselected Items screen.

Procedures

How to Add a Preselected Treatment Plan Item
1.) Select the type of preselected treatment plan item you wish to add from the 'Select Treatment Plan Item Type' dropdown menu. 2.) Click on New. 3.) Enter the text of the preselected item in the 'Please enter the text for this (Plan Item Type)' field. 4.) Select one or more parent plan items to be associated with the new item in the 'This item is related to the following (Plan Item Type) (Select all that apply)' field. a.) There are no parent items to associate the 'Problem' treatment plan items to. b.) New intervention items require an 'Intervention Level' selection in order to associate them with a corresponding treatment plan item type. There are no available checkbox options for 'Plan' or 'Intervention' levels, because there are no corresponding intervention dropdown menu options available at these plan levels when creating a treatment plan. 5.) Click on Save.

How to Edit a Preselected Treatment Plan Item
1.) Select the treatment plan item type from the dropdown menu. Then select the item from the grid. 2.) Click on Edit. 3.) Make changes as needed to the item text or parent item associations. 4.) Click on Save.

How to Delete a Preselected Treatment Plan Item
1.) Select the treatment plan item type from the dropdown menu. Then select the item from the grid. 2.) Click on Delete. A 'Delete this Record?' application message will appear, confirming you want to delete the selected item. 3.) Click on Yes to delete the item or No to cancel. NOTE: If the selected item is being used in a patients treatment plan, a dialog box will appear with the message "The Preselected Item you have selected is in use. Unable to delete this item."

Considerations

Preselected Problems Cannot Be Associated With Parent Items

Preselected 'Problems' cannot be associated with parent items, since only the Treatment Plan itself is at a higher level in the hierarchy on the Treatment Plans screen. The Treatment Plan Parent item hierarchy is as follows: The Treatment Plan itself > Problems > Goals > Methods and Outcomes > Interventions. Interventions can be associated at all levels of the treatment plan. *See the Treatment Plans topic for more information.

You Must Associate at Least One Parent Item

If you do not associate the preselected items with at least one parent item, they will not appear available for selection on the Treatment Plans screen.

The '(Other)' Treatment Plan Item

There is a system coded 'Other' option available when creating a treatment plan on the Treatment Plan screen, found under the Counselor menu. This option is available at every treatment plan type level. This option allows user entered text for the plan type item. This is the only option available if no other items are not associated with the parent item. This option does not appear in the plan type items list on the Tx Plan Preselected Items.

The Preselected Item You Have Selected is in Use. Unable to Deleted This Item

If a preselected item has been selected and saved on the Treatment Plans screen, users will not be able to delete that item. When attempting to delete the item an application message will pop-up informing users that the items referencing the preselected item on the treatment plan, must first be deleted before the preselected item can be deleted.