Clinician tool

Treatment plan worksheet

A problem-list treatment plan built for audit and payer standards — measurable goals, observable objectives, evidence-based interventions, and target and review dates.

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.

AI-assisted — clinician review required.Prompts, checklists, and any suggested language here are a scaffold, not clinical advice. Confirm accuracy, apply your professional judgment, and follow your agency's policies and NH statute before anything enters the record.

Plan header

Client (initials or ID)

Date of birth

Clinician

Plan date

Plan type

Next review date

Most payers require review at least every 90 days.

Diagnoses (ICD-10)

Client strengths & discharge criteria

Strengths, resources & supports to build on

Discharge / step-down criteria

The measurable conditions under which treatment is complete.

Problem list

One block per problem. Each goal should be measurable and each objective observable, with a target date — this is what auditors look for.

Problems, goals & objectives

Coordination & signatures

Care coordination / referrals (PCP, psychiatry, case management, external providers)

Client participation & agreement

Document that the plan was developed with the client and reflects their goals.

Signatures (client, clinician, supervisor as required) & dates

Pairs well with

Outcome measurement toolkitPick the measures that will track each goal.

You might also find helpful…

Session check-in

Quick start-of-session form: mood, sleep, substance use since last visit, and the client's agenda items.

Open

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.

Open

Progress note (DAP / SOAP)

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

Open

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