Treatment Plans in Berries provide a clear, structured way to organize your client’s goals and clinical direction.
Whether you already have a legacy Treatment Plan or are creating one for the first time, there’s no need to build it manually. Berries can generate a complete plan in seconds based on your notes, diagnoses, preferences, and chosen template. You can then review, adjust, and personalize the plan so it stays aligned with how you practice.
Once your Treatment Plan is approved, it can also be reflected in your notes, helping you document sessions that stay consistent with the goals and direction you’ve set.
1. Open the Treatment Plan Tab
You can access the Treatment Plan tab from either:
The Note Page.
The Client Page.
If the patient doesn’t have a plan yet, you’ll see an invitation to create one. If a legacy plan exists, a notification will appear allowing you to continue and generate a new plan.
2. Set Up Your Treatment Plan
To generate a plan, follow these steps:
Have at least one approved diagnosis: any diagnosis you update, will also be saved to the client profile.
Choose a Treatment Plan template: select from Berries’ built-in templates or your own customized templates.
Select therapeutic frameworks (optional): such as CBT, DBT, EMDR, ACT, and more.
Add general instructions (optional): these help guide how the plan is written.
Once you're ready, click Generate Plan.
3. Review and Approve Your Plan
After the plan is generated, you’ll be able to:
Review each section.
Edit content manually.
Use Magic Edit to refine specific sections.
When everything looks correct, click Approve Plan to save it as the active version.
4. Treatment Plan Versions
If your client had a Treatment Plan before, the newly generated plan becomes the active version.
You can access all previous versions anytime by opening the Plan Actions menu and selecting Versions.
Any future updates you make will be saved as new versions.
5. Using Your Treatment Plan in Notes
Once approved, your Treatment Plan becomes available across Berries and can be reflected in your notes.
You can turn this on or off in your Note Preferences.
Schedule a Free Consultation Call
Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.
For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.