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Berries Help Center: How to Use the Treatment Plan Feature

Learn how to use the Treatment Plan feature in Berries to create comprehensive and personalized treatment plans for your clients, and how to update them as your sessions progress.


 

Berries Treatment Plan feature automatically generates a comprehensive treatment plan based on the details documented in your session notes. It analyzes key information, such as the client’s symptoms, progress, and therapeutic goals, to create a personalized plan. The generated treatment plan will include recommended goals, interventions, and strategies, all tailored to the specific needs of the client as described in the selected session.


How to Generate a Treatment Plan?


1. Go to the Client’s Note You Want to Use for the Treatment Plan: From the sidebar, select the client’s note that contains the most recent session or the relevant information needed to create a treatment plan.


ai mental health notes

2. Click the 'Treatment Plan' Button: At the top of the note page, next to the client's name, you will find the 'Treatment Plan' button. Click on it to access the treatment plan options.


ai mental health notes

3. Choose Your Option:

  • 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 have a structured treatment plan already, you can paste it into the provided space. Berries will then be able to update this plan in future sessions as new information becomes available.


ai mental health notes

4. Review and Copy: Review the generated or inserted treatment plan. If you made any changes, click 'Save' and then use the 'Copy' button to copy the finalized plan for your records.


ai mental health notes


 


How to Update Your Treatment Plan Based on a Specific Session?


1. Go to the Latest Note Page of the Client: Navigate to the most recent session note of the client for whom you want to update the treatment plan.


ai mental health notes

2. Click the 'Treatment Plan' Button: At the top of the note page, next to the client's name, you will find the ‘Treatment Plan’ button. Click on it to access the treatment plan options.


ai mental health notes

3. Review the Previous Treatment Plan: In the 'Treatment Plan' window, review the existing treatment plan to see if the goals and interventions are still relevant based on the new session details.


ai mental health notes

4. Click 'Update': Click the 'Update' button to modify the existing treatment plan based on the information in the note.


ai mental health notes

5. Review and Copy the Updated Plan: Review the updated plan. If you made any changes, click 'Save' and then use the 'Copy' button to copy the finalized plan for your records.


ai mental health notes


 


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Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.

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