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Treatment Plan

Therapeutic goals and progress tracking

The Treatment Plan section helps you create, manage, and track treatment goals for each client. Each goal includes detailed information about objectives, interventions, target dates, and completion status.

Accessing Treatment Plan​

From any client record page, click "Treatment Plan" in the left navigation sidebar to jump to this section.

Header Display​

The section title shows the total number of goals:

Example: "Treatment Plan (5)" indicates 5 total goals for this client

Header Actions​

Add Button​

The "+" button opens a dialog to create a new treatment goal:

  1. Click the "+" button
  2. Treatment goal dialog appears
  3. Fill in goal details (see Goal Structure below)
  4. Click save to add goal
  5. Goal appears at top of list

The add button is disabled if:

  • You don't have note owner permissions
  • The client has exceeded usage limits

Expand/Collapse Button​

Controls how many goals are displayed:

Collapsed: Shows first 3 goals only

Expanded: Displays all treatment goals

The button appears only when more than 3 goals exist.

Goal Structure​

Each treatment goal includes:

Title​

Required field - Brief description of the goal

Examples:

  • "Reduce anxiety symptoms"
  • "Improve sleep quality"
  • "Develop coping strategies"

Description​

Required field - Detailed explanation of what the client aims to achieve

Include:

  • Specific measurable objectives
  • Baseline information
  • Success criteria
  • Client's own goals and language

Intervention​

Required field - Therapeutic approach or techniques to achieve the goal

Include:

  • Specific therapy modalities (CBT, DBT, etc.)
  • Techniques or exercises
  • Homework assignments
  • Frequency of practice

Target Date​

Optional field - Expected completion date

Use for:

  • Time-limited goals
  • Session-based objectives
  • Milestone tracking
  • Insurance requirements

Format: Date picker showing month/day/year

Completed Status​

Checkbox - Mark goal as achieved

When checked:

  • Goal shows completed indicator
  • Remains visible in the list
  • Can be unchecked if goal regresses
  • Timestamp recorded (for internal tracking)

Creating Goals​

Opening the Dialog​

Click the "+" button to open the Treatment Plan Dialog with empty fields.

Filling Out the Form​

  1. Enter title - Keep concise and action-oriented
  2. Add description - Be specific about what success looks like
  3. Specify intervention - Detail the therapeutic approach
  4. Set target date (optional) - Choose realistic timeframe
  5. Click save - Goal is created and added to list

After Creation​

New goal:

  • Appears at top of list (newest first)
  • Shows unchecked completion status
  • Displays all entered information
  • Saved immediately

Editing Goals​

Opening Edit Dialog​

Click the edit icon on any goal card to modify it:

  1. Goal dialog opens with pre-filled information
  2. Edit any field except the ID
  3. Click save to update
  4. Changes reflect immediately

Editing Permissions​

Only available if:

  • You are the note owner
  • Usage limits not exceeded
  • You have edit permissions

Team members with view-only access cannot edit goals.

Completing Goals​

Marking as Complete​

Click the checkbox on a goal card to mark it as achieved:

  1. Checkbox becomes checked
  2. Status saved automatically
  3. Goal remains in list

Un-completing Goals​

Click a checked checkbox to mark goal as incomplete again:

  1. Checkbox becomes unchecked
  2. Status updated automatically
  3. Useful if client regresses or goal needs continuation

Deleting Goals​

Delete Action​

Click the delete icon on any goal card:

  1. Confirmation may appear
  2. Confirm deletion
  3. Goal removed from list

Only note owners can delete goals.

Goal Display​

Visible Goals (Default)​

The first 3 goals display by default, sorted by timestamp (newest first).

Each goal card shows:

  • Title prominently displayed
  • Description text
  • Intervention approach
  • Target date (if set)
  • Completed checkbox
  • Edit and delete icons

Hidden Goals​

Goals beyond the first 3 are hidden until you click "Expand All".

Expanded View​

When expanded:

  • All goals display in chronological order
  • Completed and incomplete goals intermixed
  • Scroll to see all goals
  • Click collapse to return to 3-goal view

Empty State​

When no treatment goals exist:

Message displayed: "You have not added any treatment goals for [Client Name] yet."

Actions available:

  • Click "+" to create first goal
  • Dialog guides you through creation
  • First goal appears immediately after saving

Sorting and Organization​

Default Sort Order​

Goals display by timestamp, newest first:

  • Most recently created goal appears first
  • Older goals appear lower in list
  • Completed status doesn't affect sort order

Filtering​

Currently no built-in filter for completed vs. incomplete goals. All goals display together.

Permissions​

Note Owner​

Full access to:

  • Create new goals
  • Edit existing goals
  • Delete goals
  • Mark goals as complete/incomplete

Team Members​

Limited to:

  • View goals only
  • Cannot create, edit, or delete
  • Cannot change completion status

Usage Limit Exceeded​

When limits exceeded:

  • Cannot create new goals
  • Cannot edit existing goals
  • Can view all goals
  • Red banner indicates restriction

Best Practices​

Goal Setting​

Create effective treatment goals by:

  • Using SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound)
  • Collaborating with client on goals
  • Aligning goals with client's values
  • Starting with 2-3 primary goals
  • Adding new goals as initial ones are achieved

Documentation​

Document goals thoroughly with:

  • Client's own language in description
  • Specific measurable criteria
  • Evidence-based intervention approaches
  • Realistic target dates
  • Regular progress reviews

Progress Tracking​

Monitor goal progress by:

  • Reviewing goals at start of each session
  • Updating descriptions as goals evolve
  • Marking goals complete when achieved
  • Creating new goals to replace completed ones
  • Using target dates to maintain momentum

Goal Review​

Regularly review treatment plan:

  • Assess progress toward each goal
  • Modify goals that aren't working
  • Add new goals as needs emerge
  • Complete goals that have been achieved
  • Delete goals no longer relevant

Integration with Other Sections​

Session Notes​

Reference treatment goals in session notes:

  • Document progress toward specific goals
  • Note interventions used
  • Record client feedback
  • Track obstacles or challenges

MSE Assessments​

Consider goals when conducting MSE:

  • Assess areas related to treatment goals
  • Note cognitive function relevant to goals
  • Evaluate insight into goal progress
  • Document judgment around goal achievement

Client Portal​

Share treatment plan with clients via portal:

  • Clients can review their goals
  • Increases accountability
  • Promotes collaboration
  • Maintains transparency

Next Steps​

Learn about related client record sections:

Pro Tip

Review and update treatment goals at the start of each month. This regular cadence helps maintain focus, adjust strategies that aren't working, and celebrate achieved goals with clients.

Last updated on by Anurag Mandal