This article will show you how to set up a Treatment Plan template in Hi Rasmus for your organization. We review all of the elements needed to create a well organized report.
Creating a Report Template
To set up a template for your organization visit [Settings] > [Treatment Plans] > [Report Templates]. Select [Add report template] and give your template a name.
To build content within your template, select "Add Section". Here, you can choose what type of content you would like to add; your options include Heading, Text, Treatment Progress, Custom Insights Chart, and Page Break.
Page Headers and Footers
To add a page header and footer select [Layout] and toggle on either Page Header or Page Footer
You can include dynamic fields within the page header or footer such as [Current Page] and [Page Count]
NOTE: when adding an image such as a logo to a report template use the "insert image" icon. Do not copy and paste images into the template.
Heading
To add a heading, type your heading text, then select the heading style you desire.
Text
You can use a text box to add narratives, insert pictures or assessment results, or tables.
Here, you can also add dynamic fields that pull information from the custom client data fields on a learners profile.
Learn more about creating custom Client Data fields HERE
Treatment Progress
Define different areas of treatment by tagging your programs with a tag. Using filters, you can pull in the programs that align with a given section.
This will auto-pull the graphs from these programs. You can also add explainer/progress text areas and any dynamic fields that you choose to add to the headers or footers, including treatment area, domain, baseline, objective/goal, etc.
If you've assigned Treatment Areas to your programs, these sections will organize your programs by Treatment Areas.
Learn how to set up Treatment Areas HERE
Custom Insights Chart
You can also pull custom insights charts that have been created across all clients. Simply add a header, if desired, and select the insights chart that you would like to pull in from the drop-down list.
Signatures
Signature elements are available for report templates to easily allow supervisors, parents and/or other users to sign a report before it’s exported. Select add section and select signature.
Add a heading to the signature required in the report template (ex: clinical supervisor signature).
Add in the name of the person's signature required. Optional to add in credentials (BCBA, BCaBA, etc.) for signature. Add in as many signatures sections as needed.
NOTE: Signatures within treatment plans cannot be sent as signature requests, they add a signature block that must be signed in person.
Page Break
We understand that layout is important in creating a treatment plan that is easy to digest and share! You can keep your treatment plan neat and tidy by adding page breaks between sections of your choosing.
A few tips:
- To move sections to different positions within the template, click the 6 dots that appear to the left of the section title, then drag and drop to the desired placement.
- To delete an unwanted section, click the red trash can to the right of the section.
- Remember to click "Save" to lock your changes in!