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Meridian

Clinician tool

Session check-in

A fast, structured start-of-session check-in. Capture mood, sleep, substance use, medication, a brief safety screen, and today's agenda — then print or copy into your note.

Stays on this device. Everything you enter here is saved only in this browser (IndexedDB) and is never sent to Meridian or any server — it works offline. Because entries can include client information, use a private, encrypted device, and clear or export to your EHR when you're done. This is a scratchpad, not the medical record of truth.

Session

Since we last met

A quick read on how the week went. Ratings are the client's self-report.

Substance use since last session

Medication

Safety check

Screen briefly every session. Positive findings should trigger a full risk assessment.

If any box is checked, document your assessment and open the Risk assessment tool.

Session agenda

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Session check-ins — by age & style

A library of ready-to-use, age-banded session openers — young children, adolescents, adults, older adults — each with a suggested flow. Browse on screen or print one straight from its card.

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Progress note (DAP / SOAP)

Structured DAP or SOAP note with intervention checkboxes, a risk-assessment block, and next-session goals.

Open

Treatment plan worksheet

Problem list with measurable goals, objectives, interventions, and target dates — structured for audit compliance.

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Treatment plan update / review

The periodic plan review: progress on each goal with measure scores as evidence, revised goals, level-of-care changes, client participation, and the next review date.

Open

Meridian · New Hampshire community mental health. These templates and trackers are general professional aids, not legal advice or a substitute for clinical judgment, agency policy, or applicable statute and payer rules. Verify codes and requirements against current sources.

If a client is in immediate danger, call or text 988 or dial 911.