Treatment Planner is an AI-powered tool that can help you reduce time spent on treatment planning by turning existing client information into a draft plan that you can review, refine, and finalize.
As you continue documenting sessions and adding scored measures, Treatment Planner can generate updated drafts that reflect your client's most recent clinical information, making it easier to keep treatment plans current without starting from scratch.
Note: Treatment Planner is currently in beta. It's included in the Care Aide add-on and available to use now, with ongoing improvements being made based on clinician feedback. For more information, see Introducing Care Aide.
In this guide, we’ll cover:
- Creating a treatment plan
- Reviewing a treatment plan
- Rerunning Treatment Planner
- Improving draft quality
- FAQs
Important: If your state requires specific consent for AI use in client care, you can customize the Consent for Use of AI Tools with De-Identified Transcript Retention form. For more information, see Preparing to use Care Aide.
Creating a treatment plan
Treatment Planner generates drafts using available information from the client’s record including:
- Progress notes that are signed and locked
-
Scored measures
- For more information, see What scored measured are considered by Treatment Planner?
- Diagnoses
- Demographic information
To generate a treatment plan:
- Navigate to the client’s profile
- Click New > Diagnosis and treatment plan
- Select a diagnosis code from the dropdown
- To add additional diagnoses, click + Add diagnosis
- Click Draft plan
This will automatically select the basic treatment plan template, which includes Presenting Problem, Goal, and Objective sections.
A draft will generate and appear in the side panel for review. Before loading the draft into your treatment plan, you can refine it:
- Enter instructions in the Instructions (optional) field to adjust the draft
- Select Refine
You can refine a draft up to 5 times. The number of remaining attempts will be displayed in the Refine button.
To apply the draft to your treatment plan, click Load into plan.
Important considerations
- Drafts are available for 24 hours. After 24 hours, you’ll need to generate a new draft if it hasn’t been loaded into your treatment plan.
- Treatment Planner uses the most up-to-date information in the client’s record. Newly generated plans may differ from earlier versions as new information is added.
- Progress notes must be signed and locked to be used as reference material. Treatment Planner only considers locked progress notes and scored measures created within the last 90 days.
Note: Treatment Planner is currently supported for individual appointments. This feature isn’t available for couple or group appointments.
Reviewing a treatment plan
Once you’ve loaded an AI-generated draft into a treatment plan, you can review and edit it before you Save.
If you'd like to reference the original Ai-generated draft and refine it further click View Draft.
Note: AI-generated drafts expire after 24 hours. If more than 24 hours have passed since the draft was first generated, you'll need to click Draft plan again to generate a new one.
Here, you can refine the content using AI and reload it into your plan as needed. If you select Load into plan again, you’ll have to click Replace plan to acknowledge that you’re aware changes were made to the AI-generated draft. For more information, see Rerunning Treatment Planner.
Click Sign when you’ve finalized the diagnosis and treatment plan.
Important: Before you save or sign the plan, review all AI-generated content carefully.
Treatment Planner can help organize and draft content, and is designed to support your independent professional judgement, not replace it. It’s not intended for you to rely on primarily for clinical diagnosis or treatment decisions. You’re responsible for reviewing, editing, and approving the output before use in clinical care and for making sure the final plan is accurate, clinically appropriate, and customized to your client’s needs.
As you review the plan, make sure that:
- The presenting problem reflects the client’s current concerns
- Goals and objectives are appropriate and measurable
- Interventions align with your treatment approach
- Suggested updates reflect the client’s recent progress
- The final plan aligns with your clinical judgment and applicable state, regulatory, or industry requirements
For more information on creating and editing treatment plans manually, see Adding diagnosis and treatment plans.
Important: Nothing is automatically applied to the client record. Generated drafts and suggested updates must be reviewed and finalized before being saved and signed.
This tool is designed to support, not replace, your independent professional judgment. It is not intended for you to rely on primarily for clinical diagnosis or treatment decisions. You are responsible for reviewing, editing, and approving all AI-generated output before use in clinical care.
Rerunning Treatment Planner
You can rerun Treatment Planner at any time to update a treatment plan based on changes in the client’s record.
Changing the diagnosis
If you’d like to change the diagnosis after generating a treatment plan, you can select a new diagnosis from the dropdown. You’ll be prompted to rerun Treatment Planner.
If you select Don’t run, only the diagnosis will be updated, and the rest of the plan will remain unchanged.
Important: You can only rerun Treatment Planner if the plan hasn’t been signed and locked.
After making changes, click Update to save the revised plan.
Updating a treatment plan over time
Many clinicians review treatment plans every 30-90 days. Generating a new draft at that time can help reflect a client's progress.
Treatment Planner uses recent documentation, such as progress notes, scored measures, and other documentation added since the last plan was created, to suggest treatment plan updates.
Examples of updates may include:
- Changes to goal status
- New goals when previous goals are achieved
- Adjustments to interventions
- Revised objectives based on recent patterns
- Updates supported by recent notes and assessments
When it’s time to review a plan, you can either edit an existing treatment plan or create a new one.
To update an existing treatment plan:
- Click the pencil icon to edit the treatment plan
- Select Draft plan
After a new draft is generated, you can review, refine, and load it into your plan. For more information, see Creating a treatment plan and Reviewing a treatment plan.
Instead of editing an existing plan, you can create a new treatment plan at your designated review date. For more information, see Creating a treatment plan.
Important: Saved treatment plans are never automatically updated. Treatment Planner only suggests changes for you to review when you generate a new draft, and you can decide what to keep, edit, or remove.
Improving draft quality
Treatment Planner works best when the client record is complete and up to date.
To improve draft quality:
- Keep progress notes and documentation current
- Use clear, consistent documentation across notes and assessments
- Ensure diagnoses are up to date
Suggested updates rely on recent progress notes, assessments, and the existing treatment plan. If recent documentation is limited, suggested updates may also be limited.
FAQs
- Why can’t I generate a treatment plan?
- What scored measures are considered by Treatment Planner?
- What information does Treatment Planner use to draft a treatment plan?
- Does Treatment Planner automatically update my treatment plan?
- Why am I not seeing suggested updates to a treatment plan?
- Can I edit a generated treatment plan?
- Can I change the treatment plan template?
Why can’t I generate a treatment plan?
To generate a draft, Treatment Planner requires at least one supported scored measure or signed and locked progress note created within the last 90 days. If this documentation is missing, you won't be able to generate a draft.
What scored measures are considered by Treatment Planner?
Treatment Planner considers the following scored measures when generating drafts:
- PHQ-9 (Patient Health Questionnaire-9)
- GAD-7 (Generalized Anxiety Disorder 7-item scale)
- PCL-5 (PTSD Checklist for DSM-5)
- C-SSRS (Columbia Suicide Severity Rating Scale)
- AUDIT (Alcohol Use Disorders Identification Test: Self-Report Version)
- DASS-21 (Depression Anxiety Stress Scales)
- ASRS-v1.1 (Adult ADHD Self-Report Scale Symptom Checklist)
- Y-BOCS (Yale-Brown Obsessive Compulsive Scale)
For more information, see Using scored measures.
What information does Treatment Planner use to draft a treatment plan?
Treatment Planner may use intake data, progress notes, questionnaires, diagnoses, and demographic information to generate a treatment plan draft.
Draft quality depends on the completeness and quality of the available information.
Does Treatment Planner automatically update my treatment plan?
No. Treatment Planner suggests updates over time based on the client record, but it doesn’t automatically apply changes to your treatment plan. You can review, edit, and finalize any changes before saving them. For more information, see Rerunning Treatment Planner.
Why am I not seeing suggested updates to a treatment plan?
Suggested updates depend on recent documentation and the existing treatment plan. If there aren’t enough recent progress notes, assessments, or other relevant updates in the client record, Treatment Planner may not have enough information to suggest meaningful changes.
Can I edit a generated treatment plan?
Yes. All Treatment Planner content can be edited. You can review, revise, and add goals, objectives, interventions, and other details before saving or signing the plan.
Can I change the treatment plan template?
Yes. However, Treatment Planner is only available for the basic treatment plan template. If you select Change treatment plan template, you can switch to a different template and continue editing the plan manually, but AI-generated drafts won’t be available.