Each signed version is archived. Signing creates a new version.
Open a plan to continue editing, or reopen a signed plan for a new version.
Aggregate outcomes across every participating plan saved in this browser
Every point is traceable — the components below add up to each version's score
Plans awaiting your review
Saved profiles auto-fill clinician rows on new plans.
Leave a note for this section.
Saved options for everyone on this device. My is personal; Practice is shared across your team (admin only).
Select problems, add severity and an optional onset date for each. Selections compose into the description box.
Check the factors that apply. Selections compose a payer-ready narrative you can edit in the box.
Probable codes for this problem.
Are you sure you want to delete this problem? All goals, objectives, and interventions associated with it will be permanently removed.
Confirm the diagnosis codes to add.
Suggested goals for this problem.
Suggested interventions for this problem.
Recommended baseline screener(s) for this problem.
Administer standardized measures, record scores, and track them over time.
Build a Specific, Measurable, time-bound goal.
A quick walk-through: pick a problem, then choose what the builder offers when a clinician selects it.
These items are missing. Would you really like to sign off?
Update progress on each goal, then record this review. Statuses carry back to the plan and a snapshot is kept in the review history.
Check what applies. Selections are saved as structured data and composed into the risk-details note.
Check what applies. Selections are saved as structured data and composed into the safety-plan note.
Select the phrases that best capture what the client is experiencing in their own words.
Check each area affected, set severity, and optionally add a detail.
Check what applies, then add structured detail. Selections and answers are composed into the history note.
Answer the follow-up questions.
Tap a medication to add it, then set dose, frequency, and prescriber. Add a blank row for anything not listed.
Check the items that apply. Selected items will be added to the Client strengths field.
Check the supports available to the client. Selected items will be added to the Natural supports field.
Choose how to compose the payer-ready medical-necessity statement for this problem.
Screen at intake. Your clinicians own the required protocol.
Who to reach in a crisis. Required whenever the risk screen flags SI, HI, or self-harm.
Required — the risk screen flagged SI, HI, or self-harm. Document the safety plan collaboratively developed with the client.
Select observations per domain, then compose the narrative.
Check every selection before it is written to the plan.
Review what was built — click any section to edit it.
This plan builder guides you through each section in order — chief complaint, problem description, history, and so on — so nothing gets missed. You can exit at any time and fill sections manually, in any order you prefer.