TREAT makes over 200 assessment, screening, and data management tools, coordinated care planning, simplified progress notes, and comprehensive reporting modules available to be combined and customized to meet the needs of healthcare providers.


TREAT’s Administration Panel

TREAT’s advanced administration capabilities allow your organization administrators to manage all key TREAT features, including:

  • Managing users and settings
  • Controlling access rights
  • Creating groups and determining group access privileges
  • Creating and managing the library of canned text
  • Management of tools and reports on a per group basis
  • Configuration of Progress Notes response options
  • Audit activity logs

Every TREAT implementation includes an Administration Panel training session to ensure your clinical users can take full advantage of managing TREAT features through the Administration Panel.

Assessment Tools

TREAT’s Powerful Assessment Tools

TREAT comes equipped with a catalogue of over 120 different assessment tools, and can be customized to include new tools upon request. Many assessments required for state and externally mandated reporting and submission purposes are included in TREAT along with direct electronic submission functionality.

Assessment Tool Features

TREAT’s intelligent assessments allow for the standardized collection of clinical data. Over time, the record of assessments tracks and quantifies a client’s treatment progress and improvement. The assessments automatically score using complex algorithms and any issues identified by the assessments auto-populate into the client’s Care Plan. This linkage reduces data entry effort for the clinician and ensures that all issues of concern are addressed.

The assessment framework features an intuitive user interface and contains a host of functionalities and capabilities that will improve the delivery and use of the assessment tools that your organization chooses to implement, including visit type detection, real-time data validity and error checks, secure client self-entry mode, data carry-forwarding functionality, assessment co-signing framework, as well as auditing capabilities and complete functionality for saving, editing, cancelling and printing assessments.

Tool Spotlight

Metabolic Monitoring Tool (Click to view more information)

An award winning Metabolic Health Monitor designed to aid clinicians in recognizing and treating metabolic abnormalities in patients with serious mental illness. Purpose is to identify clients who have established metabolic problems such as diabetes, hyperlipidemia and hypertension and also to identify those at risk for developing these problems characterized as the Metabolic Syndrome.


Billing Requirements

TREAT’s billing module includes functionality for multiple types of billing requirements. TREAT also includes functionality to track grant-based funding, and organizations have the ability to create organization-specific procedure codes to track activities related to grants or other types of activities that require internal tracking and reporting. TREAT supports monthly billing reporting requirements, or other case management type billing requirements.

In addition to real-time requests, the system can be configured to perform a nightly automatic “batch” request for clients with scheduled appointments, as well as a periodic batch request for enrolled clients (e.g. bi-weekly or monthly).

An alert can be configured to notify selected users (e.g. the client’s case manager, or the client’s care team) if the eligibility query comes back as ineligible. An eligibility report is also available.

Learn more about our billing module

Care Planning

Interdisciplinary Care Planning

TREAT’s Interdisciplinary Plan of Client Care (IPCC) is at the core of the Clinical Documentation Suite, providing a client-centric view of all issues that are actively being worked on across varying domains of care while also providing a record of previously identified issues, goals, and interventions.

The IPCC gives organizations the ability to do electronic, multi-disciplinary care planning using relevant data triggered by assessment results as an initial Care Plan. This functionality reduces effort, possible translation errors, and ensures that the areas of concern for clients are being recorded and addressed, and can be customized to align with your organization’s specific parameters. Clinicians can then build upon the Care Plan, adding new issues, goals, and interventions updated though Progress Notes integration, manual Care Plan updates, or new assessment results.

TREAT’s Care Plan is a living document that truly centers on client care and effectively lends itself to use by an interdisciplinary team of care givers.

Client Registration

Intake, Referral & Waitlist Management:

TREAT’s Registration module handles the intake process and is flexible to meet the needs of a variety of organizations. We can support a centralized intake process, or program-based intakes depending on customers’ needs. Our referral management tool ensures accurate and complete documentation of client care by tracking client treatment history as well as plans for future treatment, whether provided at your organization or an outside facility. The module includes the ability to track and document the source and type of referral immediately at the time of client registration. Users then have the ability to create referrals for internal programs. Referral information is easily accessed via the TREAT Homepage.


Creation and management of waitlists is managed locally through a waitlist module that allows for a virtually unlimited number of waitlists. Local management of waitlists permits maximum flexibility and ensures that various levels of waitlist information can be maintained: agency, program, group and individual staff.

Data Submissions

Built-in Data Submission Modules

TREAT includes value-add submission module components for many standardized mandated assessments, offering advanced functionality to simplify submission processes for your clinical team. Error summaries are generated at the time of submission compilation with 1-click functionality for correction, assessment filtering ensures accurate and secure data submission.

To ensure continuing compliance with evolving standards and regulations TREAT implements an innovative versioning solution. Our solution ensures submission standards are seamlessly integrated into the software without any data degradation. At any point in time a new assessment will follow current reporting standards, while archived assessments will maintain the standards that were in place when they were completed. As questions are often removed or modified from assessments by regulatory bodies in yearly updates, TREAT’s versioning preserves data integrity, and ensures archived data is not affected by new changes. The user continues to use the system as usual while specifications are automatically handled accordingly.

Like many other components of the software, TREAT’s data submission modules are designed with a fully customizable user interface.

History & Physical

The H&P Module

TREAT’s History & Physical (H&P) module provides a uniform system for recording important medical data for all clients upon admission. The module allows clinicians to input a variety of record types including medications, allergies, surgical history, immunizations, and physical and lifestyle assessments. The H&P module’s forms and questions can be customized to meet the needs of your organization and new record types, fields, and questions can be added as required.

Client data in this module can be regularly updated, with new inputs automatically linked to the client’s most recent encounter record.

As with the assessment modules, the H&P module offers built-in carry forward and data validity check functionalities. It also offers a built-in co-signing and supervisor sign-off framework, as well as full auditing capabilities, and integration with other TREAT assessments to avoid duplicate data entry.

Patient Profile

One-Stop-Shop for Patient Data

As part of TREAT’s Clinical Documentation Suite the Patient Profile module provides a comprehensive at-a-glance view of a client’s healthcare needs. The Profile summarizes all current and relevant data, based on parameters set by your organization.

Users can document progress, goals, outcomes, and/or any relevant data in the Patient Profile directly. The Profile can also display information collected virtually anywhere within TREAT, as well as information collected in other systems and applications in use at your organization. And TREAT’s flexible technology allows customization of data elements that appear on the Profile, as well as their ordering.

TREAT’s Patient Profile displays and highlights the pertinent clinical data to allow care providers to make better informed decisions.

Progress Notes

Easy-to-Use Progress Notes

As part of TREAT’s Clinical Documentation Suite the Progress Notes module integrates with the Patient Profile and Care Plan modules to create a living document that can be updated by an interdisciplinary care team.

TREAT’s Progress Notes documentation module includes various templates that allow for Group Progress Notes, documentation of clinical notes by a Care Coordinator or caseworker, as well as the documentation of Case Conference Notes to effectively track client activities, progress on Care Plan issues and interventions, and improvements in client outcomes. Custom Progress Notes templates can easily be created to match your organization’s data collection needs.

The Progress Notes module and its advanced integration within TREAT’s Clinical Documentation Suite allows for a complete, up-to-date, and flexible clinical documentation system specifically targeted to the needs of behavioral health providers.


Reporting & Analysis

TREAT’s Advanced Reporting Module

TREAT features an advanced reporting module, called Synthesis, that is based on the Microsoft SQL Server Reporting Services (SSRS) Platform. Synthesis enables the measurement of outcomes through its analytical power.


— Clinical Cubes

Using Microsoft Reporting Tools, multi-dimensional cubes can enable key individuals such as your Decision Support staff to conduct ad hoc queries and design their own standard reports.

— Integration with Cognos, Crystal Reports

Synthesis features standardized reporting models that can be used to develop cubes using other tools, such as Cognos or Crystal Reports.

— Organization Specific Canned Reports

With Microsoft Reporting Tools and access to the SQL relational database, your organization can develop custom “Canned” reports and make them available to end-users via TREAT.

— User-defined Filters and Drill-down Capability

Users can easily define a set of parameters to filter report data (i.e. unit, service, dates, etc.) and even drill-down on specific elements within the report.

— Versatile output formats

Synthesis allows you to export reports in versatile formats, including: XML, CSV, PDF, HTML, MHTML, Microsoft Excel, TIFF, and Microsoft Word. All Synthesis reports are also printer-friendly.

A series of charting reports are also available in TREAT.

— Audit Log

The audit log allows managers, administrators and privacy officers to display user activity and audit trails. The audit log features filterable fields by date, user, and client.


Scheduling Module:

TREAT’s scheduling module allows for staff to schedule client appointments as well as track the status and time spent in those appointments. A provision for standard or default appointment lengths, group appointments, repeating appointments as well as for unscheduled appointments and non-client appointments is incorporated. A daily calendar for each staff member can be generated.


The Scheduler also integrates with the Encounter (visit) function, to automatically create scheduled encounters when appointments are entered into the Scheduler. Information on the type of appointment, and even staff time can be logged at this point and auto populated into other areas of the record (Encounters, Progress Notes, Workload) to avoid duplicate data entry. Staff also have the option to indicate whether the appointment was attended, no-showed, cancelled, etc. to ensure accurate tracking of visit activity.