Heart Foundation

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HFTIC 002| Treatment Planning and Documentation

How to Develop Treatment Plans that Make Sense to Clients: Improving Documentation and Clinical Use of the Treatment Plan and Progress Notes

Presentation Overview

The person who should know most about their treatment plan is the client. It is their life, and they are the ones who should be working the hardest on their treatment plan. However, in many treatment settings the client is not even aware of what is on their treatment plan; or is basically "doing time" rather than "doing treatment." 

Clinicians struggle with how to focus and target treatment, especially in fixed length-of-stay programs; how to change old ways of documentation to reflect individualized treatment, and how to effectively engage the patient and client into a cooperative and accountable treatment plan. 

This workshop will improve participants' knowledge in providing focused, targeted, individualized addiction treatment. It will provide the opportunity to practice assessment and priority identification, and translate that into a workable, accountable treatment plan that makes sense to the client. Reference will be made to the DSM-V Criteria and assessment dimensions to help organize assessment and treatment data. 

Workshop Objectives:

  • Review principles of individualized treatment planning and how to engage clients in a treatment contract.
  • Apply ways to individualize problems, goals, strategies and progress notes that have client "buy-in" and collaboration.
  • Demonstrate how to communicate the treatment plan to care managers and others, not least importantly, the patient and client.



New York State should pass legislation to raise the age of adult criminal responsibility from 16 to 18 so that youth who are charged with a crime are treated in more age appropriate manner.


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