Treatment Plans

A treatment plan documents what you're working on with a client, why, and how you'll know it's working. Use it to keep yourself, the client, and any other practitioners involved on the same page.

Treatment plans are available on Solo and above when clinical notes are enabled.

Create a plan

1. Open the client's profile and go to the Treatment Plans tab.
2. Click New Plan.
3. Fill in:
   • Diagnosis or presenting concern.
   • Goals that are specific and measurable.
   • Interventions you'll use (techniques, modalities, exercises).
   • Status: active, completed, or paused.
   • Review date when you'll revisit the plan with the client.
4. Click Save.

Track progress

• Update goals as treatment evolves: mark them achieved, modified, or discontinued.
• The plan timeline shows changes over time alongside related session notes.
• Pair the plan with assessments to quantify progress with standardized scores. See Assessments.

Auto-generated tasks

Treatment plans can spawn follow-up tasks automatically:

• A task on the review date so you don't miss the check-in.
• An assessment-administration task at the cadence you set.
• A renewal prompt as the plan approaches completion.

These show up in the assignee's task list. See Tasks.

Tips

• Review plans with the client at the cadence you set. Shared expectations make outcomes clearer.
• Archive completed plans rather than deleting them so the client's history stays intact.
• Keep goals concrete enough that you can answer "are we making progress?" with something more than a feeling.