Using Treatment Planner

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.

When using Treatment Planner, you can choose to either create a new treatment plan or generate a treatment plan review based on an existing plan. 

Treatment Planner references your client’s demographics, diagnoses, questionnaires, and up to 10 previous progress notes as historical data points when generating a draft. 

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:

• Getting started with Treatment Planner
• Creating a new treatment plan
• Generating a treatment plan review
• Reviewing and editing a draft
• Rerunning Treatment Planner
• 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.

Getting started with Treatment Planner

To generate a draft, Treatment planner requires:

• A diagnosis
• At least one signed and locked progress note created within the last 90 days or a supported scored measure, which includes:
  • 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)

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.

Creating a new treatment plan

When beginning treatment with a client or establishing new treatment goals, you can use Treatment Planner to generate a new treatment plan draft. To do this:

1. Navigate to the client’s profile
2. Click New > Diagnosis and treatment plan

3. Select a diagnosis code from the dropdown 
   • To add additional diagnoses, click + Add diagnosis
   • If a previous treatment plan exists, the diagnosis from the most recent plan will autopopulate if a you don’t manually enter a diagnosis

4. Click Draft plan

5. Select New treatment plan

6. Click Draft plan in the bottom right

This will automatically select the simple 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:

1. Enter instructions in the Instructions (optional) field to adjust the draft
2. 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. 

Generating a treatment plan review

Many clinicians review treatment plans every 30–90 days. When you create a treatment plan review, a new diagnosis and treatment plan is created. However, the draft is informed by the existing plan you select, allowing you to document progress and outline changes over time.

Treatment Planner uses recent documentation such as progress notes, scored measures, and other documentation added since the last plan was created to suggest updates. Examples 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

To generate a treatment plan review:

1. Navigate to the client's profile
2. Click New > Diagnosis and treatment plan
3. Click Draft plan
4. Select Treatment plan review

5. Select the treatment plan you want to review using the dropdown
   • Both saved and signed plans using the simple or basic treatment plan template are available to select 
   • The selected plan is loaded into the flyout for review
   • The diagnosis from the selected plan will autopopulate as the diagnosis for the review

6. Click Draft plan in the bottom right
7. Use the Instructions section to refine the plan if needed

8. Click Load into plan
9. Make manual changes in the text field as needed, then click Save

Reviewing and editing a draft

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.

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. 

Once a new draft is generated, you can reload the draft into your plan and confirm that you want to Replace plan.

After making changes, you can save the revised plan.

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. 

FAQs

• Why can’t I generate a treatment plan?
• What information does Treatment Planner use to draft a treatment plan?
• Can I edit a generated treatment plan?

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 information does Treatment Planner use to draft 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
• Diagnoses
• Demographic information

Draft quality depends on the completeness and quality of the available information. To improve draft quality:

• Keep progress notes and documentation current
• Use clear, consistent documentation across notes and assessments
• Ensure diagnoses are up to date

To see exactly which inputs were referenced for a specific draft, click How was this treatment plan generated? at the bottom of the flyout after a draft is generated.

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.