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How to Use the Treatment Plan Feature?

How to Use the Treatment Plan Feature?

Learn how to utilize the Treatment Plan feature in Berries to create and update personalized treatment plans.

Updated over 2 months ago

The Berries Treatment Plan feature automatically generates a personalized treatment plan based on your session notes. It analyzes key details like symptoms, progress, and therapeutic goals to create a tailored plan, including recommended goals, interventions, and strategies specific to the client’s needs.

1. Select the Relevant Note

From the sidebar, select the note that contains the necessary information to create the Treatment Plan.

2. Activate the Treatment Plan Feature

At the top right corner of the note page, click on More, then select Treatment Plan from the dropdown to access the Treatment Plan options.

3. Generate/Insert a Plan

  • Generate a New Treatment Plan: Allow Berries to create a Treatment Plan based on the content of the current note.

  • Insert Your Own Plan: If you already have a structured Treatment Plan, you can paste it into the text box. Berries will then be able to update this plan after future sessions.

4. Review and Edit

Review the generated or inserted Treatment plan. Use the Magic Edit feature by clicking the Wand icon and prompting it to quickly edit your Treatment Plan with AI. Don’t forget to click Save when you’re done editing.

5. Copy the Treatment Plan

When the Treatment Plan is finalized, click the Copy button and paste it into your preferred EMR.

Bonus: Update After Future Sessions

After each subsequent session, revisit the Treatment Plan to ensure it still aligns with the client’s progress. If necessary, click Update to adjust the plan based on the most recent session. You can then review the updated plan, make any edits if needed, and copy it to your records.


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For any further questions, feel free to reach out to us at help@berries.icu. We are here to help and honored to support you in your truly important work.

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