Using the Wiley Wizard

From TherapyCharts

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There are three Wiley Planner Wizards available in TherapyCharts. The treatment planner series are available on the treatment plan tab, while the homework planners and progress note planners are available on the Progress Note tab.

Treatment Plan

The treatment planner wizard will walk you through creating a treatment plan. Click on the TSPlanner button in the second navigation row of the treatment plan tab. This will open the wizard to the available books. Select the book that is most suited for your patient. You can then click next in the lower right hand corner of the wizard. The problem list will help you narrow down the types of symptoms, objectives, and interventions as you continue. Most clinicians will select only the problem that they plan to address in this treatment episode. TherapyCharts limits the problems to no more than four as the treatment plan represents a contract or prescription for treatment and clinicians are responsible to addressing everything included. The next screen shows you symptoms sorted by problem areas. Select the symptoms that apply to your patient, you will have a chance to edit the language later. The next screen has a bank of goal statements that you may choose from as the measure for when this treatment episode is completed. Patients and their clinicians may choose to focus on one problem now and continue therapy with another problem when appropriate. The next screen has objectives that can assist in reaching therapeutic goals. Some will be marked with EBT to indicate they have empirical research studies supporting their use. The next screen will list possible interventions the clinician may use if they are appropriate for the patient's care and the clinician is skilled in that area. The next screen lists the diagnoses that are most likely, if you do not see the diagnosis you want you can add it on the main treatment plan later. Clicking submit will load all of your selections into the treatment plan. Be sure to update the symptom descriptions to match your patient and completed the person centered planning areas of strengths and preferences if applicable at your office.

Progress Notes

The Progress Note planner is located on the progress note tab. Click on the TSPlanner button to open the wizard. In the right hand upper corner there is a filter that searches based on your diagnosis, if you would like to see all options available in the books, remove the check. You can select the most appropriate book from the planner drop down list. The problems covered in the book will appear along the left hand navigation bar. Expand any of the problems that your patient may be experiencing to see the associated symptoms. Each symptom has a range of three to eleven acuity statements that will appear in the right hand navigation window. Click on the plus sign to add the statement to your narrative section of your progress note. You will be able to edit these later. You can repeat with multiple problems and symptoms. Click close when you have addressed all of the symptoms covered in the session.

The Homework planner is located on the progress note tab. Click on the TSHomework button to open the wizard. This wizard works very similarly to the note planner. The main difference is that after selecting the planner and expanding the appropriate problems the list will show the available worksheets. Clicking on any of the titles will give you a brief description of the assignment on the right hand side. You can download these either by assigning them to the patient, which will insert a statement into the narrative that homework was assigned. Or by simply downloading the form without the record being created in the patient chart. The files will download according to your configuration in your internet browser.