How to Write a 10-Minute Treatment Plan
Tokens may not be used with webinars
2025
If you avoid writing treatment plans, you aren’t alone. In one survey, 63% of psychotherapists reported they did not write treatment plans on all clients. Many stated they just didn’t have the time, or didn’t see them as helpful.
Yet treatment plans are required by insurance plans, ethics codes, and many state laws. Without an appropriate written treatment plan, you (or your client) may not be reimbursed by a health plan — or may be asked to pay money back. You could also be cited by a licensing or ethics board. Plus, a treatment plan can protect both you and your clients, ensuring all parties have a clear understanding of the goals and progress being made.
This webinar will address how to write a brief treatment plan that fulfills the expectations of insurance, ethics boards, licensing boards, and other oversight agencies.
Time permitting, we will address:
- How a treatment plan is different than a progress note
- Shortcuts to make plans quick — but not “cookie cutter”
- How to choose goals — and which goals to avoid
- How to write goals that meet Medical Necessity Criteria
- How objectives differ from goals
- How to choose and describe your interventions
- How to update treatment plans — and how often to do it
- Lots of sample treatment plans!
FREE DOWNLOADS: Best of all, participants will be given two downloadable sample treatment plans, plus a blank template you can use in your practice immediately. You will also get a list of sample interventions, and sample goals for children and adolescents.
The training is aimed at a nationwide audience. It is appropriate for introductory or veteran psychotherapists, supervisors, practice managers, students, or counselors-in-training, regardless of experience level or practice setting.
Target audience: This course is appropriate for all mental health professionals
Content level: Introductory/Intermediate
Educational Objectives
This webinar will teach the participant to
- be able to name three reasons that treatment plans should be completed for clients
- be able to identify the main components of a good treatment plan
- be able to define the difference between treatment goals and objectives
- be able to define “medical necessity,” as it relates to choosing goals that are related to the diagnosis and meet with insurance plan approval
Syllabus
- What is a Treatment Plan?
- Do We Write Treatment Plans?: A Survey
- What Ethics Codes Say about Treatment Plans
- Why We Should Write Them
- The Golden Thread of Documentation
- The 5 Building Blocks of Treatment Plans
- Goals: Defining, and Choosing Them
- Objectives: Defining and Choosing Them
- Interventions
- Understanding Medical Necessity
- 5 Case Examples, including one for Couples
- Updating Your Treatment Plan, and Case Example
