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Templates · Free template · Care planning

Treatment Plan Template

A printable treatment plan for therapy, counselling and rehabilitation: the problem list, measurable goals, the interventions that address each one, how often you'll see the client, and when progress is reviewed.

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Last reviewed September 2026 · Not legal advice

Goals you can measure

Write each goal so you'll know when it's met: specific, measurable, achievable, relevant and time-bound. "Reduce panic attacks" becomes "fewer than one panic attack a week for four consecutive weeks by March"; "improve walking" becomes "walk 400 m with a cane without rest within 6 weeks".

Attach a measure to each goal, such as a validated questionnaire, a functional test, or a client-rated scale, and record its baseline. That is what turns review dates into real progress checks.

Review the plan, not just the patient

Set the review date when you write the plan. At review, mark each goal met, partly met or not met, and change the plan accordingly. A plan that is never revised stops describing the care being given.

Clinic name · address · phone

Treatment Plan

Client

Client name
Date of birth
Date of plan
Clinician

Presenting problems and diagnosis

Problem list
Diagnosis / working impression

Goals

Goal (SMART)Measure and baselineTargetTarget date

Interventions

InterventionGoal it addressesFrequency / duration

Schedule and review

Session frequency
Expected number of sessions
Review date
Discharge criteria

Client agreement

Client's comments
Client signature
Date

Sign-off

Practitioner name and credentials
Signature
Date and time
Next visit / review date

Template from zdrovia.ca/templates/treatment-plan-template/ · Chart it on a tablet instead, free, at zdrovia.ca · Adapt to your college's documentation standard before use.

Structured notes without the typing

Zdrovia's charting gives you note templates you can adapt to this one, outcome scores that trend across visits, and an AI Scribe that drafts the note from what you say in the room. Everything stays on one patient record, free for solo practitioners, with data stored in Canada.

See how Zdrovia is set up for therapy practices.

Frequently asked questions

What should a treatment plan include?

The presenting problems or diagnosis, measurable goals with baselines, the interventions for each goal, session frequency, review dates and discharge criteria, plus the client's agreement.

How often should a treatment plan be reviewed?

At the review date set in the plan, commonly every 6 to 12 sessions or every 90 days, and whenever the client's situation changes significantly.

This template is a documentation aid, not clinical guidance. It records decisions about dosing, depth, and settings; it doesn't make them. Documentation standards vary by province and profession, so adapt it to your regulatory college's requirements.