Lesson 3

Session 3: Treatment Plans That Work

Topic: Designing Individualized, Goal-Driven Treatment Plans

• Key Concepts:

  • Linking assessment data to SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).

  • Incorporating caregiver input and medical necessity for insurance approval.

  • Updating plans based on progress notes to avoid stagnation.

• Activities:

  • Small Groups: Revise a vague treatment plan using The Essential Second Step decision trees.

  • Case Study: Audit a treatment plan for alignment with assessment data.

• Materials:

  • The Essential Second Step templates (e.g., “Treatment Plan Builder”).

  • Sample denied/approved insurance claims.