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Psy

Progress review & documentation

Treatment plan review & update

Review progress against the existing treatment plan and suggest goal and intervention updates for approval.

Pro access required. Review the current offer in the app before paying.

The task

When this tool helps

You have an existing plan and need proposed changes tied to subsequent information.

Why use a dedicated tool?

The dedicated form gives you named inputs for this task. Pro makes therapeutic orientation available in the current tool, so you can adjust those settings without composing a new instruction each time.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional plan goal: establish a manageable meeting-preparation routine. New information: A tried a ten-minute limit twice and found one meeting easier. They want to repeat the experiment before changing the goal.

Illustrative draft

Retain the agreed goal. Record two attempts and the client's account of one easier meeting. Proposed next step: repeat the chosen experiment and review what helped before considering a goal change.

Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.

In the application

Inputs and customization

Current fields for Treatment plan review & update
InputChoices or guidanceAccess
RegionOptional
3 available choices
  • United States (DSM-5-TR / HIPAA) Default
  • United Kingdom (ICD-11 / GDPR)
  • Western Europe (ICD-11 / GDPR)
Standard
Therapeutic orientationOptional
9 available choices
  • Integrative (default) Default
  • CBT
  • DBT
  • ACT
  • CFT
  • Schema therapy
  • Psychodynamic / psychoanalytic
  • Person-centred / humanistic
  • Systemic / family
Pro
Clinical notesRequiredPaste dictated or rough notes…Standard

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open Treatment plan review & update

Before you begin

Questions about this tool

What do I need to provide?

Clinical notes The current fields and available settings are listed above.

Does this need Pro access?

The live catalogue marks this as a Pro tool. The following settings are marked Pro: Therapeutic orientation. Check current access and payment terms in the app.

What must I check before using the result?

This revises an existing plan; use Treatment Plan Builder for an initial plan. The clinician and client must approve changes, and the app does not automatically apply them.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.