Writing with Treatment Planners

Treatment Planners:

Something you have for sure heard of, and maybe considered using them or searched for them online. They’re everywhere, right? Treatment and Notes planners are super popular and there are so many options available on Amazon, but are they helpful? Do you need one?

Today I’m going to go over


1. When treatment planners are helpful

2. When they’re not so helpful

3. What to look for in a planner
4. What to do if they aren’t the right choice for you

First, when are these useful?

Generally treatment planners are useful when your patient has a specific diagnosis, and you treat them according to that diagnosis.

Most treatment planners are based on diagnoses, so if you tend to give one to a client and rely heavily on it for your treatment plan, then it makes sense. All the interventions and client responses in the planner are going to be based on particular diagnoses. Plus, these treatment planners are ordered alphabetically by diagnosis, making them a good bet if this is how you work.

Which means that second

If your client doesn’t have a diagnosis, or you don’t give diagnoses, then a treatment planner probably won’t fit in well with your work.

We ALWAYS want the treatment plan to be serving us, not the other way around!

If a diagnosis isn’t guiding the focus of your treatment, these aren’t so helpful. If you’re looking at a treatment planner, that’s the first thing to consider. Don’t buy something that’s going to make your work harder.

Leading us to third:

What should you look for if a treatment planner makes sense for your?

You want a treatment planner that is focused on the interventions you’re providing, the types of clients that you see, and that’s easy to look through.

Check out how the planners you’re considering are ordered, what interventions are provided, what are the interventions based on, are they recent, and do they include interventions that might be based on a particular modality you use?

And finally, number four:

If treatment planners don’t fit with your practice, you might be feeling down right about now. I know the idea of a treatment planner is awesome. It sounds like the answer to our problems for creating a treatment plan. But I have GREAT news!

I have a FREE treatment plan template that you can use (go ahead, have a little party) that also serves as a guide. If you have a template it serves the same purpose as those treatment planners, directing you to what to include in treatment and how to talk to clients about it.

Join the Private Practice Paperwork Crash Course for a specific lesson on treatment planning and the free template you can start using with clients right away.