Behavioral Health Treatment Plan
A treatment plan the clinician and client complete together: presenting problems, SMART objectives, interventions, progress measures, and signatures, with review pages for updates over the course of care.
Free. Updated August 2026.
What's on the form
Who fills it in
The clinician, with the client in the room, at intake and at every scheduled review. Objectives are written to be individualized per client, both parties sign, and the review pages record what changed and why services continue.
Before you hand it out
The last page of the PDF is a note to the practice, with a reminder to remove it before the packet is copied or handed out. Review the form with your clinical leadership and counsel first, and adapt anything that does not match how your practice runs.
Looking for the guidance instead?
Treatment Plan Template for Mental Health Professionals covers how to write goals and objectives that hold up to medical-necessity review. This form is the plan document itself.
Read the full guide →