Treatment Plan Summary
Formal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected duration, and review points. Designed to share with the client, GP, or third parties (insurers, NDIS, schools) as a clinical roadmap rather than a session note.
Generate this note from a recording or dictation
Free — 10 sessions per month, no credit card required.
Template structure
The treatment plan summary template captures these sections automatically from your recording.
- 1Diagnoses
- 2Formulation
- 3Short-term Goals
- 4Long-term Goals
- 5Interventions
- 6Review
Built for
How it works
- 1
Record or dictate the session
In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.
- 2
Pick the Treatment Plan Summary template
Or set it as your default for this session type so future recordings use it automatically.
- 3
Review and finalise
Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.
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Try the Treatment Plan Summary template free
10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.