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Treatment plan summary for the client

Written summary of the treatment plan for the client to take home. Plain English, clear expectations, what they need to do.

rach_maeve1 May 2026
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Write a treatment plan summary for a client to take home after their assessment.

Client first name: {{first_name}}
What we're working on: {{focus}}
My assessment in 1-2 lines: {{assessment}}
The plan (number of sessions, frequency, what we'll do): {{plan}}
What the client needs to do between sessions: {{homework}}
What success looks like (in their language, not ours): {{success}}
When we'll review: {{review_date}}

Write 200-280 words. Audience is the client themselves — not another clinician. Use 'you' not 'the client'. No jargon (no 'mobilisation', no 'graded exposure', no 'modulation'). If you must use a clinical term, explain it in brackets.

Structure:
- **What we worked on today** (1-2 lines)
- **Where we're heading** (the assessment + goals in plain English)
- **The plan** (sessions + what to expect)
- **Your part** (homework — be specific, not vague)
- **How we'll know it's working** (the success measure)
- **Next review** (date)

Warm and direct. Treat them as a partner, not a recipient.

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