Treatment Plans
Build evidence-based treatment plans by matching clients to programs using the criteria-based library.
Start a Treatment Plan
Go to a client profile, open the Program Library to match programs to their criteria, then assign and track programs directly from their profile.
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Criteria-Based Matching
The library automatically filters programs by age range, diagnosis, verbal skills, motor development, and more — surfacing the most appropriate goals for each client.
Per-Program Progress Tracking
Track session-by-session performance data for every assigned program. View total sessions and trends directly on the client's Programs tab.
Protocols & Procedures
Document therapy protocols for each client — situation, procedure, and clinical notes — organized by date on the Protocols tab.
Contact Notes
Log detailed session notes with signature and follow-up fields. Access historical notes per client on the Contact Notes tab.
Treatment Plan Workflow
1
Open a client profile
From the Clients dashboard, click any client card to open their full profile.
Go to Clients
2
Set client criteria
On the client's Info tab, review or update their developmental profile (age, diagnosis, verbal skills, motor skills, etc.). These criteria drive the library matching.
3
Browse matched programs
Open the Program Library and use criteria filters to find programs appropriate for this client's developmental level and diagnosis.
Open Library
4
Assign & track programs
Programs assigned to the client appear on their Programs tab with session data. Record behavior incidents on the Behavior tab and add therapy protocols on the Protocols tab.
5
Monitor progress
View progress charts and data summaries on the Progress tab. Export or share via the Group Chat tab with the care team.