Individualized Treatment Plans in Minutes

Select the concerns and a complete treatment plan is written for you: problem statement, goals, objectives and interventions. It works like a treatment plan template that fills itself in, for depression, anxiety, substance abuse and 68 more concerns. Every line stays editable, and the plan exports as a PDF for the chart.

Coming SoonThe treatment planner is coming to All-Access. Here is how it will work.

The treatment planner: choosing a presenting concern and adding it to the plan

71presenting concerns
151goals
355objectives
368interventions
2 minor less to a full plan

How it works

Treatment Plan Examples: From Concern to Complete Plan in Two Minutes

Four steps, all in one screen, with nothing to set up first.

The concern selection screen in the treatment planner

1Step 1

Pick the Concern

Choose the presenting concern from 71, grouped into ten categories, and add level of care, services and referrals.

A Generalized Anxiety Disorder plan with its first goal

2Step 2

Review the Plan

A complete plan is written for that concern: a problem statement, goals with narratives, objectives and interventions.

Objectives and interventions, each with a checkbox and an edit control

3Step 3

Edit Every Line

Check, uncheck, swap or rewrite any goal, objective or intervention. Add a concern and the plan grows with it.

The Assign resources button below the plan

4Step 4

Assign the Resources

The matched pack of between-session resources is one click away. The finished plan exports as a PDF for the chart.

Why therapists use the treatment planner

Built for Licensed Clinicians

Drawn from a Clinical Library

The goals, objectives and interventions come from the Journey to Recovery clinical library, all written by Dr. Hal Baumchen, PsyD, LP, LADC.

Every Line Stays Yours

Check, uncheck, edit or rewrite anything before you export. The planner does the writing; the clinical judgment stays with you.

The Plan Comes with the Work

Each concern is matched to a pack of between-session resources, so what the client works on comes straight from your plan.

Built to stay clean

Private by Design

The treatment planner keeps your client anonymous, and your work clears when the session ends.

Plans Without Identifiers
You build plans with the concern, the goals and the work, and leave out names and record numbers.
Your Chart, Your Side
The finished plan exports to you as a PDF. What goes into the record, and when, stays your decision.
One Link for the Client
Clients open a link on a phone, with nothing to set up. Their responses go only where they choose to send them.

Compass supports audit readiness. Your own compliance review still applies.

Straight answers

Frequently Asked Questions About the Treatment Planner

Is the Treatment Planner Included in My Subscription?

It will be. When it opens, the treatment planner is part of All-Access, along with the printable library, the interactive resources and the Clinical Training Center, at no extra cost.

When Will the Treatment Planner Be Available?

It is coming soon. This page will be updated when it opens.

Can I Edit the Plan?

Yes. Every goal, objective and intervention can be checked, unchecked, swapped or rewritten before you export. The planner does the writing; the clinical judgment stays with you.

Does the Treatment Planner Store Client Information?

You build plans with the concern, the goals and the work, and leave out names, dates of birth and record numbers. Your work clears when the session ends.

How Do I Get the Plan into My EHR?

Export the finished plan as a PDF and add it to the chart in whatever system you use. What goes into the record, and when, stays your decision.

Can I Try It Before I Subscribe?

Not yet. The treatment planner is coming soon. The 14-day free trial of All-Access covers the printables and the interactive resources.

All-Access