Transition Plan

Transition plans are used to develop specific actions to address clients' needs. CARF recommends that we complete transition plans at the start of services and update them throughout the course of treatment and during termination.

The transition plan is a TherapyNotes portal form to be shared within the client's portal. The client is to complete the transition plan within or after a session. Please note that therapists will not be able to complete a transition plan since the document is a TherapyNotes portal form. TherapyNotes portal forms can only be completed by clients. After completion, therapists should review the transition plan with the client during a therapy session.

To Share:

Click Patient Name> Portal Tab> Share Documents> Portal Forms> LWG Transition Plan Form> Send Document Request