Treatment Plans

Treatment Plans and regular Treatment Plan reviews are almost always a requirement of insurance companies.

TherapyAppointment allows you to create your own or customize one of our pre-made templates, request a signature on it from the client’s portal, and even send it on to your supervisor for review, feedback, and signature.

For customers using TherapyAppointment prior to 9/10/25: The new treatment plans are not required to be used with current clients, and the old version is available if you'd like to continue use. However, if you choose to use a new style treatment plan for a client, you cannot go back to the old version.


In this Article:

Supervision

Create and Access Treatment Plan Templates

Your access to both create new and edit existing treatment plans depends on your role in the practice:

For Owners or Managers:

To show a list of practice wide templates:

  • On any screen click (top right)
  • Click Templates (top tab)
  • Find the section Treatment Plans
  • Here you have two options:
    • List to show you a list of all pracice wide treatment plan templates
    • + Add to create a new treatment plan. Choose to choose a premade template that you can edit to make your own. Or you can begin ‘building one from scratch.'

Click here to read our section about editing treatment plans.

Visual Steps:


For Providers:

To view a list of all forms you've both created and are shared with you by others in the group:

  • On any screen click your initials at the top right, then
  • Then click Templates (top tab)
  • Find the section Treatment Plans
  • Here you have two options:
    • List to show you a list of both your treatment plans + treatment plans shared in the practice
    • + Add to create a new treatment plan. Choose to choose a premade template that you can edit to make your own. Or you can begin ‘building one from scratch.'

Click here to read our section about editing treatment plans.

Visual Steps:


  • Clicking List shows a list of templates currently in use by your practice
  • If you're already familiar with our online form builder these templates work the same!


Helpful Hints:

  • Click on any template to review or edit
  • Click (top right) to begin creating a new treatment plan template
  • Icons beneath each treatment plan name allow you to delete, archive or edit.
  • Click Show Archived Treatment Plans (top right) to show archived plans that are no longer in use

Editing a Treatment Plan Template

Note: Our treatment plan builder uses the same 'engine' as our online forms. If you’ve built an online form before, you already ‘know’ how to do this! Questions about form elements and how to use them? Read our article: Treatment Plan Elements.

Below is an example of a basic template - the starting point for designing your own treatment plan.


Top Bar:

These buttons and icons offer actions to take with this template:

  • Use Template: View all the pre-created templates we have to offer!
Save yourself time: load a template, edit and customize as needed and you're done!
  • Save Draft: Use this button to save your work as you go and to save a final draft
  • Publish: Treatment plans must be ‘published’ in order to be available for your practice to assign
  • Archive: Hides this treatment plan from the active list. You can uncheck the hide archived files to view archived treatment plans
  • Delete: Permanently deletes the treatment plan (no, our engineers can’t restore a deleted plan!)
  • Print: Print a preview of this form
  • Preview: Shows the form as your clinicians will use it. Click on through and check your work before it’s published. 
  • X: closes out of the current form and returns you to your practice's list of forms

Left Menu:

Create forms by using different elements on the left (fields in a form). Think of them as legos as you build your lego set.

  • All of the possible elements that can be used are listed
  • Click an element to add it to the bottom of your form, or drag an element to the location you want
  • Click an element in the center to edit the properties on the right (question, answers, required & width properties)
  • For more information please read our article: Treatment Plan Elements
Note: Our treatment plan builder uses the same 'engine' as our online forms. If you’ve built an online form before, you already ‘know’ how to do this! Questions about form elements and how to use them? Read our article: Treatment Plan Elements.

Overview vs Goal Template

Our treatment plan templates are made up of two distinct sections:

Overview Section

  • The purpose of this section is to hold all parts of the form that are not involved in the Goals and Objectives
  • This might include problem statements, frequency of treatment, diagnosis or diagnostic impressions, barriers to treatment, etc.

Goal Section

  • The Goal, objective, and interventions will be present in this section
  • If more than one goal section is needed this section is repeatable by the clinician and they can easily click to add an additional goal

Example:

Here we have preloaded an sample template:

Using your Published Treatment Plan

You've published your treatment plan(s) and it’s time to use it for a client. To document a treatment plan for a client you have two possible starting points:


1. While writing a progress note

  • Go to Calendar or on your Home page (both on left menu, bottom for mobile)
  • Click the appointment you wish to write a progress note for
  • Click (top right menu) on the appointment summary page
  • Choose your progress note style and document the service. When finished, click (bottom right)
  • On the note review screen, check the box in front of Update Treatment Plan, then click (bottom right)


2. Anytime (Records Tab)

  • Clients (left menu)
  • Click the client name
  • Click Records (top tab)
  • Beneath the Progress Notes find the Treatment Plans section
  • If you don't have a treatment plan entered, click (top right of section)
  • If you already have one entered, click View Current Treatment Plan beneath

Next Step:

  • You’re now presented with the treatment plan editor if you already have a treatment plan in place. 
  • If you don’t currently have a treatment plan in place, you’ll see + New Treatment Plan
    • Click that, then select the template to use


  • Here's an example of an existing treatment plan:


Treatment Plan Options:

  • Discards this client's existing plan so that you can create a new one
  • Keeps this client's treatment plan ‘on record’ and allows you to start a 'new’ treatment plan
  • Saves and signs the client's treatment plan when you're ready to finalize
  • allows you to print a copy of the client's treatment plan
  • saves the client's plan in draft mode in case you’re not ready to sign it
  • Due Date: We’ll put a notice on your dashboard that a client's treatment plan review is due two weeks prior to this date

Overview Section:


Goals Section:


Need to add more goals to your treatment plan? Click the bottom center button shown above.

Sign your Plan and (optionally) Request Signatures:

Use the button at the top right.

Need your client to sign the treatment plan via the client portal? Check the box in the popup!

Note: Are you a supervisee or supervior? For steps after this please click here.

Once saved and signed:

  • At the bottom, notice the audit of signatures
  • In this example, the clinician has signed but it’s awaiting the client’s signature
  • If the clinician has an assigned supervisor, the supervisor will now be presented with the treatment plan on their dashboard so they can review, provide feedback or sign-off


Retired Treatment Plans

If you have any prior treatment plan that have been retired, they will show in the Retired Treatment Plans section underneath the signature requests.

Hover over any retired treatment plan to view it shown here:

How Clients Sign their Treatment Plan

If you elected to request a client signature on their treatment plan, they'll receive an email notification that they have a document waiting.

If you want them to sign the treatment plan while in your office, direct them to open their email on their smartphone, use the link to sign into their portal, then sign.

Once signed in click Forms (left menu, bottom for mobile). It will show in the Treatement Plans section near the bottom. Click the treatment plan name on the left column to load the treatment plan for review:


  • The client will then see a pop up showing the treatment plan created by their clinician
  • Review from top to bottom. When finished click at the bottom right

Expiring Treatment Plans

Clinicians will see a notification on their Home screen for any treatment plan that are within two weeks of expiring or that have already expired at the bottom left:


Click the client's name to load the treatment plan editor. Review how to complete Treatment Plans here

Update your treatment plan and due date. Then click save to complete and remove that notice from your list.

Supervisor / Supervisee Process

Supervisees:

When finished with your treatment plan click you'll be presented with this pop up.

Select the checkbox with your supervisor's name, (add the client if they’re required to sign) and then click to send the treatment plan to your supervisor for review & signing.


Supervisors:

When your supervisee has completed a treatment plan for you to review it will appear on your Home page. Under the bottom left Treatment Plan Tasks section click the client's line to load the treatment plan to review:


Treatment Plan View

Here you're presented with the treatment plan your supervisee has completed:


Look familiar? It's almost identical to our treatment plan creator if you've used that with one of your clients!


Options (top right):

  • will approve and e-sign the treatment plan
  • will show up if you include any comments for any sections for your supervisee to review

Review your supervisee's treatment plan here.


Look good as is?

  • Click Approve & Sign — that's it you're finished!

Need some updates or revisions?

  • If you create a comment on a section, you'll see the option Send Comments to Supervisee
  • Click the far right icon of any section to create a comment:


You're then presented with a pop up where you can enter your comment:


Once saved you'll note the comment icon is dark blue instead of green to give you a quick heads up of which sections you've already made comments on.


Once you click Send Comments to Supervisee at the top right you'll send the Treatment Plan sent back to your supervisee to review comments and make updates as needed. They'll then re-send the update for your review and repeat this process.