> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Treatment Planners

> Apply a library treatment plan to a client, track progress objective by objective, and — on Team — author your own reusable templates.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Essential and up — authoring your own templates and linking measurement-based care need Team" roles="Any clinical staff member; template authoring can be limited to specific staff by your clinic owner or manager" />

**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.

<Path steps={['Sidebar', 'Notes']} />

<TaskHeader before="The client must already exist" time="3–5 minutes" after="A plan on the client's record you and colleagues can open, update and complete" />

## 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."

## Start a plan

<Steps>
  <Step title="Open New plan">
    Select **New plan**, from either the Notes page's Treatment Plans section or a client's own Notes tab. A panel opens headed **Start a treatment plan**.
  </Step>

  <Step title="Choose the client">
    Search and select under **Client** — already filled in, by name, when you opened this from a client's own chart.
  </Step>

  <Step title="Choose a starting point">
    Under **Starting point**, pick a library template — the built-in set, and on Team any template your clinic has authored — or choose **Start blank** to build the problem list yourself from nothing. Picking a template fills in **Plan title** for you; you can still change it.
  </Step>

  <Step title="Set a review date (optional)">
    Under **Review by (optional)**, pick the date this plan should be reviewed. It can't be in the past, and you can set or change it later from the plan itself.
  </Step>

  <Step title="Start it">
    Select **Start plan**. The template's problems, goals, objectives and interventions are copied onto this client's plan — editing them afterwards never changes the library template they came from.
  </Step>
</Steps>

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.

## 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.

## 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.

### 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.

## 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.

## Mark a plan sensitive

<Availability plans="Essential and up" roles="The person who started it, the client's care team, or the clinic owner" />

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](/practice/work/client-security#sensitive-records).

## Link an objective to measurement-based care

<Availability plans="Team" />

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.

## Build a planner template as a form

<Availability plans="Team" roles="Anyone your clinic owner or manager has granted template authoring to; owners and managers always can" />

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.

<AuditNote action="Opening a client's treatment plan" />

<StillStuck />