Treatment plan templates

Goals, interventions and review points, per presentation. Every one is included with MyWellOps: edit it, or save your own version for the whole practice.

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Showing all 23 treatment plans

ADHD Management Plan
Names the specific challenges ADHD creates day-to-day and matches them to practical strategies and goals.
Challenges & Symptoms · Strategies & Accommodations · Goals · Clinician Notes & Medication Management
- Client Name
- Date Completed
- Clinician
- Goal
- Target date
8 fields across 4 sections
Anger Management Plan
A collaborative plan to identify anger triggers and build sustainable coping strategies between sessions.
Triggers & Warning Signs · Coping & De-escalation Strategies · Support Contacts · Clinical Assessment & Goals
- Client Name
- Date of Birth
- Date Completed
- Clinician
- Triggers & Warning Signs
17 fields across 4 sections
Anxiety Management Plan
Maps anxiety triggers and severity to a personalized set of coping techniques, reviewed with your clinician.
Symptoms & Triggers · Current Severity · Coping Techniques · Clinical Assessment & Follow-up
- Client Name
- Date of Birth
- Date Completed
- Clinician
- Symptoms & Triggers
20 fields across 4 sections
Bipolar Disorder Management Plan
Tracks early warning signs for both manic and depressive poles, with a distinct action plan for each.
Mood Episode History · Manic Warning Signs · Depressive Warning Signs · Action Plan for Each Pole
- Client Name
- Date Completed
- Clinician
- Mood Episode History
- Action Plan for Each Pole
10 fields across 4 sections
Care Plan
General clinical care plan connecting the problem list to interventions, responsible parties, and review dates.
Problem List & Diagnosis · Goals & Objectives · Interventions & Responsible Parties · Client Strengths & Preferences
- Client Name
- Date Opened
- Care Coordinator
- Problem List & Diagnosis
- Long-term goal 1
18 fields across 4 sections
Coping Skills Plan
Builds a personal toolbox of coping skills by category, matched to the emotions they help most with.
Coping Skills Toolbox · Emotion → Skill Matching · Clinician Notes
- Client Name
- Date Completed
- Clinician
- Emotion (e.g. overwhelmed)
- Skill that helps
10 fields across 3 sections
Crisis Safety Plan
A step-by-step plan to stay safe during a mental health crisis, built collaboratively before one occurs.
1. Warning Signs · 2. Internal Coping Strategies · 3. People & Places for Distraction · 4. People to Ask for Help
- Client Name
- Date Completed
- Clinician
- 1. Warning Signs
- 2. Internal Coping Strategies
18 fields across 4 sections
Depression Management Plan
Tracks depressive symptoms and builds a behavioral activation plan alongside clinical treatment goals.
Symptom Checklist · Behavioral Activation Plan · Support System · Clinical Notes & Treatment Approach
- Client Name
- Date Completed
- Clinician
- Activity 1
- Day 1
20 fields across 4 sections
Grief Support Plan
Holds space for the details of a loss and builds a plan for coping, ritual, and ongoing support.
About the Loss · Grief Symptoms · Coping & Rituals · Support Network
- Client Name
- Date Completed
- Clinician
- Who or what was lost
- Date of loss
13 fields across 4 sections
Mental Health Action Plan
Turns presenting concerns into concrete, time-bound goals with the resources and support to reach them.
Presenting Concerns · Goals & Action Steps · Resources & Support Team · Clinician Recommendations
- Client Name
- Date Completed
- Clinician
- Presenting Concerns
- Goal 1
20 fields across 4 sections
Panic Attack Management Plan
In-the-moment coping steps and long-term strategies for reducing the frequency and intensity of panic attacks.
Panic Symptoms & Triggers · In-the-Moment Coping Steps · Grounding Techniques · Long-Term Strategy
- Client Name
- Date Completed
- Clinician
- Panic Symptoms & Triggers
- Step 1: e.g. Name it — 'this is panic, it will pass'
10 fields across 4 sections
PTSD Recovery Plan
A trauma-informed plan pairing symptom awareness with grounding tools, treatment approach, and support.
Symptom Clusters · Grounding & Regulation Strategies · Treatment Approach · Support Network & Safety
- Client Name
- Date Completed
- Clinician
- Treatment Approach
- Name
9 fields across 4 sections
Recovery Plan
A strengths-based, client-led plan for what recovery looks like and the steps to get there.
Recovery Vision · Personal Strengths & Values · Support System · Action Steps & Milestones
- Client Name
- Date Completed
- Clinician
- Recovery Vision
- Name
14 fields across 4 sections
Relapse Prevention Care Plan
Identifies high-risk situations and early warning signs ahead of time, with a concrete response plan.
High-Risk Situations & Triggers · Early Warning Signs · Coping Strategies & Alternatives · Support Contacts
- Client Name
- Date Completed
- Clinician
- High-Risk Situations & Triggers
- Early Warning Signs
12 fields across 4 sections
Self-Harm Safety Plan
Builds alternatives to self-harm and reduces access to means, with clear support contacts.
Urges & Triggers · Warning Signs · Alternative Coping Actions · Means Restriction / Environmental Safety
- Client Name
- Date Completed
- Clinician
- Urges & Triggers
- Warning Signs
12 fields across 4 sections
Sleep Improvement Plan
Captures current sleep patterns and builds a sleep hygiene plan, informed by CBT-I principles.
Sleep History · Sleep Hygiene Checklist · Goals · Clinician Notes (CBT-I)
- Client Name
- Date Completed
- Clinician
- Typical bedtime
- Typical wake time
12 fields across 4 sections
Stress Management Plan
Names stressors and body signals, then matches them to specific coping and lifestyle strategies.
Stressors · Coping Techniques · Lifestyle & Self-Care Goals · Clinician Notes & Review
- Client Name
- Date Completed
- Clinician
- Stressors
- Goal 1
11 fields across 4 sections
Substance Use Recovery Plan
Connects use history with high-risk situations, support meetings, and a clear relapse response.
Substance Use History · Triggers & High-Risk Situations · Support System · Relapse Response Plan
- Client Name
- Date Completed
- Clinician
- Substance Use History
- Sponsor / support contact 1
13 fields across 4 sections
Suicide Safety Care Plan
A Stanley-Brown-style safety plan built with your clinician before a crisis, for use during one.
1. Warning Signs · 2. Internal Coping Strategies · 3. Social Settings for Distraction · 4. People to Ask for Help Directly
- Client Name
- Date Completed
- Clinician
- 1. Warning Signs
- 2. Internal Coping Strategies
16 fields across 4 sections
Trauma Recovery Plan
Sets trauma-informed goals and pairs them with regulation tools, treatment modality, and support.
Recovery Goals · Symptoms & Triggers · Grounding & Regulation Tools · Treatment Modality & Progress Review
- Client Name
- Date Completed
- Clinician
- Recovery Goals
- Treatment Modality & Progress Review
7 fields across 4 sections
Treatment Plan
Structured plan with goals, objectives, interventions, and measurement criteria.
Working Diagnosis · Presenting Problem · Strengths and Resources · Goal 1
- Client
- Plan date
- Review date
- Therapist
- Working diagnosis
25 fields across 4 sections
Treatment Plan Review
Review progress against treatment plan goals and adjust as needed.
Assessment Details · Treatment Plan Review · Signatures
- Client Name
- Date of Birth
- Client ID / MRN
- Date of Assessment
- Clinician / Coach
11 fields across 3 sections
Wellness Plan
A WRAP-style plan covering daily maintenance, triggers, warning signs, and crisis response in one place.
Wellness Toolbox · Daily Maintenance Plan · Triggers & Early Warning Signs · Clinician Review
- Client Name
- Date Completed
- Clinician
- Daily Maintenance Plan
- Triggers & Early Warning Signs
10 fields across 4 sections

Every one of these is included, on the free plan too

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Treatment plan templates

ADHD Management Plan

Anger Management Plan

Anxiety Management Plan

Bipolar Disorder Management Plan

Care Plan

Coping Skills Plan

Crisis Safety Plan

Depression Management Plan

Grief Support Plan

Mental Health Action Plan

Panic Attack Management Plan

PTSD Recovery Plan

Recovery Plan

Relapse Prevention Care Plan

Self-Harm Safety Plan

Sleep Improvement Plan

Stress Management Plan

Substance Use Recovery Plan

Suicide Safety Care Plan

Trauma Recovery Plan

Treatment Plan

Treatment Plan Review

Wellness Plan

Every one of these is included, on the free plan too