Step 1: Navigate to the Treatment Planning tab in the left-hand menu of a client profile.
Step 2: Click the plus button to initiate your master treatment plan.
Step 3: Here, you'll see your default treatment procedures and strategies, admission date, current revision, plan date, next review date, and any projected transfer or discharge dates.
Step 4: To add a problem or goal, select your category.
Step 5: Choose your suggested goals, which are configured by your system administrator.
Step 6: Select your goal, the problem facility addressing it, and the goal number.
Step 7: Click Save.
Step 8: Now, add an objective.
Step 9: Select your category and define your objective. For example, "Attend group therapy session to share thoughts, feelings and behaviors associated with addiction."
Step 10: Click Save.
Step 11: You're now ready to update and add any treatment strategies. You can add multiple strategies at once from this page.
Step 12: After adding strategies, click Close.
Step 13: Now, you'll see your problems, objectives, strategies, and target dates.
Step 14: Fill in the individualized assessment section with client needs, limitations, abilities, and preferences.
Step 15: Begin your discharge planning. You can start this process from the time of the master treatment plan.
Step 16: Capture any issues that may require attention aftercare and outline any discharge criteria.
Step 17: In the Plan Signatures section, indicate if the client refused to sign their treatment plan or if they participated and signed.
Step 18: Save the client's signature.
Step 19: Save the staff signature and the doctor's signature, if required.
Step 20: Add any additional participating staff who need to sign the treatment plan. This will route the plan to them for signature and review.
Step 21: After signing, you can remove individuals if needed.
Step 22: Return to the main page. The treatment plan is now in read-only status and a treatment plan review button is available.
Step 23: To complete reviews, click the plus button. This will show a justification for continued stay, which is added within your treatment plan reviews.
Step 24: Add your justification for continued stay.
Step 25: Sign the review.
Step 26: Refresh the page to see the signatures affixed to the review.
Step 27: Return to the main page. You've now completed your first review.
And that's it! You've successfully navigated treatment planning within Lightning Step.
