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Developing a Treatment Plan

A treatment plan can be created for any client by selecting "Develop Treatment Plan" from the client's record window. The treatment plan window can also be accessed from the client history or assessment.

Clients Module



Adding New Clients



Reviewing Client Records



Client History



Client Assessment



Treatment Plan



Did You Know?

Lists marked with a blue pencil can be edited by right-clicking the dropdown box and selecting "Edit List."



Related Links


Adding Problem to Treatment Plan


Client History Form


Printing Client Assessment


Adding Problem to Treatment Plan


Creating a New Client Assessment


Other Modules


Getting Started

Installing Pathways

Provider Information

Changing Password

Customizing Fields



Appointments Module

Today's Events

Creating Appointments

Recurring Appointments



Resources Module

Resource Organizations

Professional Contacts



Progress Module

Progress Notes

Cancelled Sessions

Progress Reports



Billing Module

Appointment Receipts

Billing Accounts

Client Invoices


Select a Problem

When the Treatment Plan Development window opens, any problems that were identified in the client assessment will be listed. Choose one of the identified problems to view details and to add symptoms and long-term goals to the problem.

To add a new problem to the treatment plan, click the Add New button. Read more >>

Editing Problem Details

Once a problem has been selected, you can view and edit details. For the selected problem, complete the following:
Date Identified
Discharge Criteria
Estimated Length of Treatment
Select from the list of diagnoses and enter the date the symptoms first appeared. Diagnoses are linked to the problem area. Pathways 7 utilizes DSM-5 diagnoses.


Select a modality from the list, and indicate the intended frequency. You can also make a referral directly if the selected modality isn’t offered by your practice. Click “Make Referral” to initiate a referral directly from this window, or view referrals from the client’s record at any time.












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