Treatment Planners

Treatment Planners is a library of problems, goals, objectives and interventions you apply to a client and then track over time. It lives inside Clinical Notes — a Treatment plan tab on the Notes page, and a Treatment Plans sub-tab on a client’s own Notes tab — rather than as a page of its own. On Essential, you have the built-in library and up to three active plans per client. On Team, plans are unlimited, and you can also author your own templates — shared with every clinician at your clinic — and link an objective to a scored measure so progress shows against real numbers.

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Where to find it

• Notes → Treatment plan: the fourth card at the top of the Notes page, beside Use Template, Blank Note and AI Note Taker. Selecting it switches the page to every plan in progress across your clinic — Client, Plan, Status, Started and Review by — and Back to notes returns you to your notes. An Active / History switch shows everything completed or discontinued instead. On a phone, each plan is a card.
• A client’s own chart → Notes tab → Treatment Plans: a sub-tab scoped to that one client, so you can start or open a plan without leaving the record you’re already looking at. It is there on the client record, the consultation chart, and a ward admission’s chart.

Selecting a plan opens it. Above the list, New plan starts one; on Team, the clinic-wide section also carries Create a planner form and Browse planner templates (see “Build a planner template as a form” below). A brand-new clinic, or a clinic that has completed or discontinued everything it started, sees “No active treatment plans yet. Start one from the New plan button above.”

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Start a plan

Essential includes up to three active plans per client at a time. Trying to start a fourth while three are already active tells you so, and points at Team for unlimited plans.

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What the built-in library covers

The built-in library spans a broad range of presenting concerns, so a plan rarely has to start from a blank page:

• Mental health — depression (including a longer-standing, lower-grade form), generalized anxiety, panic, social anxiety, OCD, PTSD, bipolar maintenance, adjustment reactions, insomnia, ADHD (adult and child/adolescent), grief, a suicidality/self-harm safety plan, eating concerns, anger management, and couples/relationship distress.
• Substance use — alcohol, opioid (including coordinating medication for opioid use disorder), stimulant, cannabis and tobacco/nicotine use, plus a relapse-prevention plan for a client already in recovery.
• Child and family — disruptive behavior, parent-child conflict, and school refusal.
• Chronic care and health behavior — chronic pain, type 2 diabetes, hypertension and weight management self-management, perinatal mood and anxiety, and general medication adherence.
• Social needs — housing instability and employment barriers.

Every built-in template names a measurable, time-bound objective (e.g. “within 8 weeks”) and interventions that say who carries them out — a therapist, a prescriber, or a case manager — so a plan reads as a real, assignable set of next steps rather than a checklist.

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Track progress

Open a plan from the table to see its problems, each broken down into goals, objectives and interventions. Each objective carries its own status — Not started, In progress, Achieved or Discontinued — that you change from a dropdown. Type a note under an objective and select Add to record it with the date; notes build up underneath as a running history. Select Save progress to keep your changes. Nothing is written until you do.

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Review by

At the top of an open plan, Review by shows the date the plan is due for review. On an active plan, pick a date and select Save review date, or select Clear to remove it. The date is saved on its own, separately from Save progress. In the plans list, an active plan whose review date has passed is marked Overdue, and one due within the next seven days is marked Due soon. Completed and discontinued plans are never flagged.

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Finish a plan

• Mark complete closes the plan out as finished.
• Discontinue asks why before it lets you confirm — the reason is kept with the plan, since “the client stopped attending” and “the goals were met early under a different plan” read very differently later.

Either way, the plan moves from the main list to History and can no longer be edited.

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Mark a plan sensitive

For a plan that needs extra discretion, select the lock icon — offered when starting a plan and again in the plan’s own panel afterwards — choose a category, and save. Only the person who started it, the client’s care team, and the clinic owner can open it afterwards or change the mark; everyone else sees Sensitive treatment plan wherever plans are listed, with no title or progress shown, even though the row still counts. This applies even when the client themself is not restricted. Full detail, including who exactly counts as “care team” here, is in Restrict a client to assigned staff → Sensitive records.

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Link an objective to measurement-based care

When an objective is tied to one of your clinic’s scored measures — for example a standard depression or anxiety screen — its card shows the measure’s name and a View [measure] trend button. Selecting it lists that client’s recent scores for the same measure, so you can see whether the objective is moving in the right direction without leaving the plan.

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Build a planner template as a form

Under Build your own planner template as a form, select Create a planner form to design a treatment-plan template in the same form builder you already use for intake and screening forms — with the full range of question types, conditional logic and your clinic’s own branding. Publish it, and it appears in New plan’s Starting point list alongside your library templates, labelled as your clinic’s own form. Or select Browse planner templates to start from a ready-made one in the shared template gallery instead of building from nothing — including ClinikEHR’s own starting-point forms: an intake/problem-list, a 90-day review, a safety plan, a substance-use recovery plan, a child/family plan, and a chronic-care self-management plan. A planner form is still just a starting point: applying it copies its structure onto the client’s plan once, and nothing about the form is re-read afterwards — editing the plan never changes the form, and republishing the form never changes a plan already started from an earlier version. Starting point also lists templates other clinics have shared, marked community. Choosing one copies it into your own clinic as a new planner form you can review, adjust and publish — it never applies straight to a client, so you always see it before anyone does.