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TX-PLAN · Initial / updated treatment plan

2026 Treatment plan examples for therapists

What is a Treatment plan?

A treatment plan documents the patient's working diagnosis, the goals of treatment, measurable objectives (with timeframes), the specific interventions to be used, and the planned frequency and duration of care. Most payers require an initial treatment plan within the first few sessions and updates every 90 days or with significant clinical change.

When to use it: Initial treatment plan: within the first 1–3 sessions, immediately after intake. Updated treatment plan: every 90 days for ongoing patients, or whenever there's substantive change in the clinical picture, diagnosis, or care plan.

Blank template · PDF

Treatment plan — fillable template

Printable, ready for your charts. Same structure as the samples below, blank for your session.

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Structure

Diagnosis

Working DSM-5-TR / ICD-10-CM diagnosis with supporting features.

Goals

Long-term outcomes the treatment is working toward (broad, patient-centered).

Objectives

Specific, measurable, time-bound milestones that demonstrate progress toward each goal.

Interventions

The clinical methods, modalities, and homework that will be used.

Frequency & duration

Session cadence, expected length of treatment, review schedule.

Coordination of care

Other providers involved (prescriber, PCP, school, family) and how communication will work.

4 sample notes

Real TX-PLAN notes by modality

Same format, four different therapeutic frames. Each note below was drafted by Mediyn from a realistic session — PHI redacted on-device, ready to sign.

CBTCognitive Behavioral Therapy
Generalized anxiety · Initial treatment plan

Diagnosis

Generalized Anxiety Disorder (F41.1), moderate severity. Baseline GAD-7: 16. PHQ-9: 6 (subthreshold).

Goals

1) Reduce the frequency and intensity of excessive worry to functional baseline. 2) Restore restful sleep. 3) Reduce avoidance behavior around work performance and relational concerns.

Objectives

1a) GAD-7 ≤10 by week 12. 1b) Sleep onset latency ≤30 minutes by week 8 (self-report log). 2a) Daily thought record completed 5/7 days by week 4. 3a) Patient names and confronts one avoidance behavior per week, beginning week 6.

Interventions

Cognitive restructuring (3-column thought record, evidence-for/evidence-against), behavioral experiments targeting catastrophic predictions, scheduled worry time, sleep hygiene, progressive muscle relaxation.

Frequency & duration

Weekly 50-minute individual sessions for an estimated 12-16 weeks. Re-evaluate at week 12 (next treatment plan update). Taper to biweekly if GAD-7 ≤10 sustained for 4 consecutive sessions.

Coordination of care

Prescriber: [Provider]. Will coordinate at week 6 if symptoms have not begun improving — SSRI consideration. No school/employer coordination needed at this time. Next session [Date].

Drafted by Mediyn AI · 76sPHI redacted on-device · TX-PLAN format
DBTDialectical Behavior Therapy
Borderline personality features · 90-day update

Diagnosis

Borderline Personality Disorder (F60.3). Persistent Depressive Disorder (F34.1). PHQ-9: 9 (last 90 days: 12). Two NSSI episodes in prior 12 months — zero in past 90 days. Two prior psychiatric ER visits — none in past 90 days.

Goals

1) Eliminate target behaviors (NSSI, suicidal urges acted upon). 2) Build the four DBT skills (mindfulness, distress tolerance, emotion regulation, interpersonal effectiveness). 3) Reduce frequency and intensity of emotional crises.

Objectives

1a) Zero NSSI in next 90 days (currently met — extend). 2a) Complete distress tolerance module by day 60 of this plan (currently on session 4 of 8). 2b) Complete emotion regulation module by day 90. 3a) Use TIP skill ≥3 times per week when distress >7/10 (diary card).

Interventions

Standard outpatient DBT: weekly individual + weekly skills group. Chain analysis on target behaviors. Phone coaching for skills generalization. Diary card review each session.

Frequency & duration

Weekly individual + weekly skills group. Plan length: ongoing, with treatment plan review every 90 days. Estimated duration: 12-18 months for the standard DBT curriculum.

Coordination of care

Prescriber: [Provider] (sertraline 100mg, stable). Skills group leader will provide attendance and engagement notes monthly. Patient's sister is identified contact for the safety plan. Next session [Date].

Drafted by Mediyn AI · 84sPHI redacted on-device · TX-PLAN format
EMDREye Movement Desensitization & Reprocessing
Single-incident PTSD · Initial plan

Diagnosis

Post-Traumatic Stress Disorder, acute (F43.11), following motor vehicle accident at [Location]. PCL-5: 48 (above provisional threshold).

Goals

1) Achieve adaptive resolution of the index trauma memory (full reprocessing). 2) Eliminate avoidance of driving and the accident location. 3) Restore baseline sleep and reduce hypervigilance.

Objectives

1a) Complete EMDR phases 1-2 (history + preparation) by session 3. 1b) Begin phase 4 reprocessing by session 4. 1c) Achieve SUDS ≤2 and VOC ≥6 on the index target by session 10. 2a) Drive past the accident location with the therapist via in-vivo exposure by week 12. 3a) PCL-5 ≤20 by week 12.

Interventions

8-phase EMDR protocol. Resourcing: safe place, container, calm-place body cue. Bilateral stimulation via tactile tappers. Cognitive interweaves as needed. Between-session self-soothing protocol.

Frequency & duration

Weekly 60-minute sessions (longer than standard to accommodate the reprocessing protocol). Estimated 10-15 sessions for single-incident resolution. Next review at session 12.

Coordination of care

PCP: aware of treatment, will be informed if sleep medication is considered. No prescriber involvement currently. Next session [Date].

Drafted by Mediyn AI · 71sPHI redacted on-device · TX-PLAN format
IFSInternal Family Systems
Complex trauma · 6-month update

Diagnosis

Post-Traumatic Stress Disorder, chronic, complex (F43.12). Persistent Depressive Disorder (F34.1). Significant progress in past 6 months: one complete exile unburdening, identification of three protector parts, sustained Self-energy access reported.

Goals

1) Continue building Self-leadership across all parts. 2) Identify and unburden additional exiles in a paced manner. 3) Reduce the harshness of the inner-critic manager.

Objectives

1a) Patient reports sustained Self-energy access ≥7/10 in 4 of 5 weekly check-ins by month 9 of treatment. 2a) Map and build relationships with the two remaining identified exiles by month 9. 2b) Pursue unburdening of the 'small one' exile by month 12, if and only if internal consensus is achieved. 3a) Inner-critic manager check-ins show softening — patient subjectively rates manager intensity ≤4/10 by month 9 (baseline was 9).

Interventions

IFS therapy: direct access and in-sight access as appropriate. Parts mapping. Negotiation with protectors. Unburdening only with full internal permission. Self-energy practice between sessions.

Frequency & duration

Weekly 50-minute sessions for the next 3 months, then re-evaluate cadence (potential biweekly transition). Estimated remaining duration: 6-12 months.

Coordination of care

No prescriber or other providers currently involved. Patient maintains a close friend as informal support. Next session [Date].

Drafted by Mediyn AI · 82sPHI redacted on-device · TX-PLAN format

How Mediyn writes this

Mediyn listens to the session, redacts PHI on-device, and drafts the note in the format and modality you set. You review, edit if needed, and sign. See the AI documentation workflow →

FAQ

How often must I update the treatment plan?

Most payers require an update every 90 days. Some Medicaid programs require 30- or 60-day updates. Mediyn flags upcoming due dates per payer automatically.

What makes an 'objective' measurable enough for audit?

Use a number, a frequency, or a scale-score target. 'Reduce anxiety' isn't measurable. 'Reduce GAD-7 from 16 to ≤10 within 90 days' is.

Can the patient sign the treatment plan electronically?

Yes — Mediyn sends a portal link for the patient's signature, which is timestamped and stored alongside the plan.

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