Creating your own Treatment Plan templates in Berries gives you complete control over how your plans are structured, helping you stay consistent, organized, and aligned with your clinical style.
In this guide, you’ll learn how to build a Treatment Plan template from scratch, customize each section, and refine it over time so every plan matches exactly how you like to work.
1. Start a New Treatment Plan Template
Open the Berries Templates library by clicking Templates in the Berries header.
Switch to the Treatment Plan filter.
Click New plan template.
2. Select “Start from Blank Template”
Click Build from Scratch.
3. Name Your Template
Give your template a clear and recognizable name so you can easily find it when generating Treatment Plans. For example:
“CBT Treatment Plan”
“Trauma-Informed Plan”
“My General Treatment Plan”
4. Add and Set Up Sections
You can customize the structure of your Treatment Plan template by adding built-in plan sections (start typing in the search bar and choose from the list), or by creating your own section from scratch. For each section, you’ll be able to define:
Section Title - such as “Goals and Objectives” or “Presenting Problems”.
Style - choose Paragraph or Bullet points.
Length - select Concise or Standard.
Section Instructions - describe what you’d like Berries to include in this section.
Example: “Describe the primary goals for treatment. Include expected outcomes and progress indicators.”
5. Arrange the Section Order
Use the Table of Contents to drag and drop sections into the order that fits your workflow. You can also use the arrows to reorder sections quickly.
6. Save and Use Your Template
Once your template is ready, click Save as New.
It will now appear in your template selector when generating a Treatment Plan.
Try it out and refine as needed.
7. Refine As You Go
You can update your custom templates anytime from the My Library tab. To perfect a template even further, you can:
Update section instructions for clarity.
Add or remove sections.
Adjust the detail level or formatting style.
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.