How to write collaborative, clinically useful plans that do more than satisfy a checkbox.
A treatment plan should answer four practical questions:
What are we trying to change?
What seems to keep the problem going?
What are we going to do about it?
How will we know whether our work is helping?
What this is NOT: Something that will write your plans for you! This product stands out from others in its category by not offering a list of copy/paste objectives/interventions; but rather, teaches you how to formulate this stuff on your own, based on your own style and expertise. This is where similar products can fall short and turn into something that collects dust on your shelf — they can make plans feel flat and detached because you scan for something that is close enough to just get the plan completed.
This product is for the Therapists who want to feel fully engaged in the treatment process and want their plans to help guide sessions because they have already planned out what they’re doing :)
This form is designed for clients to complete before a treatment plan review session. The questionnaire helps clients reflect on their progress, identify what has changed or remains important, and clarify priorities for the next phase of treatment.
Responses give clinicians structured information to prepare for the review in advance, guide collaborative discussion, update treatment goals, and support clear documentation of progress and continued treatment needs.
The form also includes questions designed to gather information that may be useful when preparing for a utilization review. When a utilization review occurs around the same timeframe as a treatment plan review, clinicians may already have relevant, up-to-date client-reported information available — helping reduce duplicate information-gathering and extra administrative work.
Includes a ready-to-copy Google Form that you can save to your own Google Drive, customize for your practice, and send directly to clients.
For those of us that are tired of screens or just prefer to have 2 copies! After purchasing either the Bundle or the Deep Dive itself, you will get the immediate PDF download. If purchasing this add on, you will also get a spiral-bound copy of the Treatment Planning Deep Dive. Orders will be sent 2-5 days after purchase, depending on date of order/inventory. Shipping is priority 2-day shipping and you will be emailed the shipping label once it is created to track the order.
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