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About our Treatment plans
Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

Upheal can generate AI-powered treatment plans based on sessions you’ve held with your clients. Treatment plans can support your therapeutic process and fulfill insurance requirements to demonstrate your client's progress in therapy.

Treatment plans give you overarching goals with objectives formulated using SMART methodology to ensure that they are specific, measurable, achievable, relevant, and time-bound.

Just like progress notes, you can edit your Treatment plan as much as you like. You can reorder the sections with drag and drop, and directly edit the text.

How does Upheal create Treatment plans?

When you generate a Treatment plan, you can choose up to three sessions that Upheal will analyze and gather information from. For example, you can select an Intake session and the two most recent sessions you held with a client.

Upheal can only generate Treatment plans based on sessions that have a session transcript. If you delete a session’s transcript, you cannot choose that session on which to base a Treatment plan.

What do our Treatment plans include?

Client identification and demographics

This section collects essential client details, such as name, age, gender identity, and contact information, based on the information available from the session transcripts. If there isn’t enough information in the provided sessions, this section might be skipped.

History and reason for treatment

This section provides a brief overview of the client's past experiences and the underlying reasons for seeking mental health support. This contextualizes the therapeutic journey, offering valuable insights into the client's unique needs and challenges. The section, too, might be skipped if there isn’t enough relevant information in the selected sessions.

Treatment goals & objectives

This strategic section identifies overarching goals for the therapeutic process. Each goal is broken down into objectives that are developed using SMART methodology, ensuring that the steps to completing the goals are specific, measurable, achievable, relevant, and time-bound. The goals and objectives provide a roadmap for both the therapist and the client, encouraging a focused, assessable approach to progress.

Strategies and interventions

This section summarizes the therapist's methodologies and actions aimed at addressing the client's specific needs and facilitating meaningful progress.

Strengths and resources

Acknowledging and leveraging existing strengths, this segment pulls from the client’s internal and external resources, including emotional abilities, past successes, constructive characteristics, and supportive people, places, or communities available. It helps articulate a holistic understanding of the client's resilience and resources.

Progress and outcome evaluation

The treatment plan concludes with a list of ways for you to track your client’s progress. This section identifies specific behaviors, metrics, or milestones to monitor, helping provide a clear path for evaluation.

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