A treatment plan is the agreed map of care: what the client is working on, how you will know it is working, and when you will look at it again. It sits on the client's Notes tab, in the Treatment plan view.
Start a plan
- Open the client → Notes → Treatment plan (the pill under the "Care at a glance" strip, or the strip's plan tile).
- Click Start a plan. The document opens for editing in place, prefilled with the client's diagnoses.
- Fill in the title, the review cadence (90 days by default, 7 to 365), the presenting problem, and the goals. Each goal has objectives (with "measured by" and a target date) and interventions. Add the plan details: frequency and modality of sessions, strengths, barriers, and how the client took part in writing the plan. The client's diagnoses are copied in from the chart and shown read-only.
- Save draft. The header reads "Version 1 · Draft · Not yet signed".
Sign and activate
Sign and activate with your name and credentials (a plan needs at least one goal). The plan becomes Active, the text is frozen, the review-cycle bar shows the signing date and the review due date, and the Timeline records it. Any other active plan for the client is superseded. From now on you Revise rather than edit.
The client's agreement
- Send to client: the client gets a text and an email. Their portal Home shows "Your treatment plan is ready to review and sign" and Documents → Care plan shows the goals with Review and sign. They type their full name. Your header then reads "Client agreed" with the date, and the Timeline notes it was signed in the portal.
- ⋯ → Record client agreement for a signature taken in person or verbally.
Progress from your notes
Every clinical note ends with a Treatment progress section listing the active goals and objectives, each with a 0–10 slider and a comment. Save the note and the ratings are stored on the plan with a link back to the note. On the plan, each objective shows "last 6/10 · date" and a small trend once there are two ratings. Change a goal's status from its dropdown: Met, Partially met, Discontinued.
Reviews
Record review with a summary. The Timeline gains "Reviewed", the cycle restarts from today, and the review date moves out by the cadence. When a review is overdue, the bar turns amber, a Plan review task appears under Tasks → Clinical, and the daily job notifies the author, then again weekly while it stays overdue.
Revise and versions
Revise opens version 2 as a draft with version 1 in a side panel; goals you change are marked Changed, new ones New, dropped ones Removed. Sign it and version 1 shows as Superseded in the Versions card, still readable with Back to current.
Finish
- ⋯ → Download PDF (also on the Client copy card): goals, both signatures, and the review history. The same PDF is part of the chart export.
- ⋯ → Complete plan closes it with a summary. Discharging the client completes it too.
Good to know
- Reading plans needs clinical read access, writing them needs clinical authoring access, and only a user with a provider identity can sign. Front-desk logins without clinical access cannot open them.
- Every plan action is written to the audit trail.