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Meridian

Clinician tool

Treatment plan update / review

The periodic plan review that audits ask for: progress on every goal with evidence, what changes and why, the client's voice, and the next review date. Fill it in, then print or copy the formatted text into your record.

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.

Review details

Progress on current goals

One row per goal from the plan under review. Cite evidence — measure scores, attendance, observed change — not just impressions.

Outcome measures this period

Scores administered since the last review. The Measurement-based care tools (PHQ-9, GAD-7, PCL-5) chart these per client.

Plan changes

Measurable, time-bound, and in the client's own words where possible.

Step up, step down, or continue — with the clinical justification.

Participation & next review

Quote or paraphrase the client. If the client did not participate, document why and the plan to involve them.

Signing here is a scaffold only — sign the official update in your EHR.

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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.