Mental Status example templates

How to Enter a Diagnosis and Treatment Plan and MSE

Click Clients > Choose your Client

You will be taken to the client's Overview page. There is a tab at the top of the page called Diagnosis and Treatment Plan.

Once you are on the Diagnosis and Treatment Planning page, you can enter the DSM Vdiagnosis and treatment plan.

The date will default to the current time. If you wish to have this diagnosis show up on previous notes, you can backdate the diagnosis & treatment plan.

If you scroll down, you can enter a Mental Status Exam

*Unlike the Diagnosis and Treatment Plan, you can't change the date.
You can't currently edit the MSE date or time through the provided form. However, you can certainly create a template for a MSE through the Notes Templates feature (Plan 2 and 3).

How to Reload a Previous Diagnosis and Treatment Plan

Instead of creating a brand new diagnosis and treatment plan from scratch each time you'd like to update it, you can reload and edit the previous one instead.

On the Diagnosis and Treatment Planning page, just click the LOAD PREVIOUS link.

Once the previous diagnosis and treatment plan loads, you can edit it.

Once you're done editing, choose how you would like to save it.

You can either save it as a new diagnosis and treatment plan by clicking SAVE AS NEW, or you can overwrite the previous diagnosis and treatment plan by clicking SAVE DIAGNOSIS & TREATMENT PLAN.

How to Delete a Diagnosis and Treatment Plan or a Mental Status Exam

You can delete a Diagnosis & Treatment Plan or a Mental Status Exam directly from the Client Detail page.

First, navigate to the Client Detail page by clicking the client's name.
Then scroll down to the Mental Status Exam or Diagnois that you wish to delete and click the "Delete" button.

You will be asked to confirm that you want to delete the document. Once you delete this document, this action cannot be undone. The document will be permanently deleted and there is no way to recover it.

You can now print a Diagnosis & Treatment Plan or a Mental Status Exam directly from the Client Detail page.

Just navigate to the Clint Detail page by clicking the client's name. Then scroll down to the Mental Status Exam or DTP that you wish to print and click the "Print" button.

If you're having trouble printing read this article: Trouble printing from Firefox or Safari.

Important Details to Know

*You can't currently edit the MSE date or time through the provided form. However, you could certainly create a template for a MSE through the Notes Templates feature (Plan 2 and 3)
* If the incorrect diagnosis is showing up on your progress notes, you may have a previous diagnosis and plan showing. You will need to backdate the diagnosis to a time prior to starting to write your note in order to show the correct diagnosis and plan.

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