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 dictationFree — 10 sessions per month, no credit card required.
Treatment Plan Summary
- 1 Diagnoses
- 2 Formulation
- 3 Short-term Goals
- 4 Long-term Goals
- 5 Interventions
- 6 Review
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Template structure
The Treatment Plan Summary template captures these sections automatically from your recording.
- Diagnoses
- Formulation
- Short-term Goals
- Long-term Goals
- Interventions
- Review
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Built for
How it works
- 01 Record or dictate the session
In-person, telehealth, or hybrid. Audio is deleted immediately once it's processed. If it can't upload, it stays on your own device so you can retry; if it uploads but can't be processed, it's held in Australia for up to 48 hours, then deleted.
- 02 Pick the Treatment Plan Summary template
Or make it your default template so future recordings use it automatically.
- 03 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.
More Document templates
No credit card required
Try the Treatment Plan Summary template free
The free plan includes 10 sessions a month. See the pricing page for current plans.