Alleva allows you to create and store treatment plan templates specific to diagnosis codes and corresponding problem. These can be reused as a standardized plan for your facility, for common diagnoses and problems that your facility treats repeatedly, or to maintain a consistent workflow. Often times it's as simple as a clinician saying, "I did a really great job on this Treatment Plan, I want to use it again in the future!" Below we will show the two ways to save TP Templates to the system and then reuse them. A video walkthrough is attached as well.

*Please Note - TP Templates are specific to 1 diagnosis and 1 problem.

  • Example; Template created for 'ICD=F10.1 Alcohol' and 'Problem=Substance Abuse'.
    • A future client may have ICD=F10.1 Alcohol, but if the associated problem is, let's say, Anger, then the Template will not be available.

First Way to Save - On-the-fly

        Begin by creating a Treatment Plan as you normally would, either a Wiley TP (which offers pre-populated content, which you can further customize) or Custom TP (where you will need to fill out all Goals, Objectives, and Interventions on your own)

    Select your diagnosis. *If more than one diagnosis is added to the client chart, you will need to choose only 1 in order to have the "Save as Template" feature available.

    Select your Behavioral Definitions Goals, Objectives, and Intervention. (Note - If multiple options are present and you only select some, only your selections will be available in the future template. ie; If 10 choices are available, and you only choose 5, those 5 will be the only options available in the future template.) Be sure to customize or add additional options as needed, and always remember to click the disc icon to save your custom content

    Once you have the Treatment Plan completely filled out you will have the option of "Save TP with Template". This will add the template to your Office Template library. This button will only be present when 1) a single diagnosis plan is being created, AND 2) it is the first time creating the plan (ie; you will not have the option to save as template when coming back to edit a completed or in-progress plan.)

**Pro Tip - Creating custom TP templates on-the-fly is the preferred method. Use a test/dummy client in order to create templates for all the different ICD and Problem combinations that you want to prepare for, rather than have to wait for a client with the ICD/Problem combo.

Second Way to Save - Settings-->Office Template

    If you have the permission enabled to access Settings-->Office Templates, you can add or edit TP templates from there. *Note - when adding TP Templates through Settings, there will not be any pre-populated Wiley content. You will need to add custom entries for each section.

    Add the specific Problem and associated ICD code for your template. 


    Complete each step adding Behavioral Definitions, Goals, Objectives, and Interventions. Remember, when adding TP Templates through Settings, there will not be any pre-populated Wiley content. You will need to add custom entries for each section.


    When saving in either way, you will be able to give a custom name to your template for easy identification later, that way certain staff can have their own specific plans if they choose.

Using a Template - +Add Office TP

    If the client has a diagnosis that matches the specific Problem and ICD combo where a template is available, click "+Add Office TP" in the Treatment Plan screen. 


Select the template to use and click OK. Then complete the TP as usual. (If No Templates appear, there is likely no Template for that specific ICD and Problem combo.)