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Treatment Plans

Creating and Managing Treatment Plans in Twofold

Updated over 3 months ago

Twofold enables clinicians to generate AI-powered treatment plans based on sessions with their clients. These treatment plans support the medical and therapeutic process and fulfill insurance requirements by demonstrating client progress.

How Treatment Plans Work

When generating a treatment plan, you can select up to three client sessions for Twofold to analyze and gather information. For example, you can choose an Intake session and the two most recent sessions with the client.

Alternatively, you can manually insert or paste in an existing treatment plan for your client.

Regardless of how it’s created, the treatment plan is considered when generating future notes, allowing for continuity and accuracy.

Key Features

  • Customizable Plans: Treatment plans can be edited, regenerated, and text modified as needed.

  • Specialty-Specific Plans: Plans are generated based on your selected specialties. Ensure your specialties are correctly set as accurately as possible in the Personal Info settings.

  • Quick and Efficient: Plans can be generated in seconds and exported anytime.


Generating a Treatment Plan

Follow these steps to create a treatment plan for a client:

Important notes before you begin:

  • Make sure you configured your speciality correctly in the Personal Info settings.

  • If you'd like to generate a treatment plan from previous notes, please make sure the patient has at least one note in the Twofold system.

Access the Patient’s Page:

  • Navigate to the Patients table.

  • Select the client for whom you’d like to create a treatment plan.

  • Click on the Treatment Plan tab at the top of the page.

Choose a Creation Method:

  • Generate from Notes: Choose between one to three session notes to generate a treatment plan.

  • Write Your Own: Manually create or paste an existing treatment plan.

Option 1: Generate from Notes

  1. Click on Generate from Notes.

  2. Select between one to three notes to base the treatment plan on.

  3. Click the blue Generate button.

  4. Generation time should be up to 30 seconds.

  5. Review the generated plan. You can:

    • Edit and make changes as needed.

    • Save your edits by clicking Save.

    • Regenerate the plan by clicking Regenerate from Notes, allowing you to select the same or different notes.

Option 2: Write Your Own

  1. Click on Write Your Own.

  2. Type the plan manually or paste an existing treatment plan.

  3. Once completed, click Save.


Editing a Treatment Plan

You can edit treatment plans at any time. Follow these steps:

  1. Return to the client’s Treatment Plan tab.

  2. Modify the text, reorder sections, or regenerate the plan from notes as needed.

  3. Save your changes by clicking Save.


Important Tips

  • Specialty-Specific Generation: Ensure your specialties are correctly set in the Personal Info menu to generate relevant plans.

  • Review Thoroughly: Always review and adjust the generated plan to ensure it aligns with your therapeutic goals.

  • Future Notes Integration: The treatment plan will influence future notes for this client, ensuring consistency and alignment.

By leveraging Twofold’s AI-powered treatment plans, you can streamline documentation, improve client outcomes, and meet compliance standards efficiently.

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