Clinical Suite · AI Treatment Plan Builder

From assessment to audit-ready treatment plan in minutes.

Turns a de-identified assessment into a complete treatment plan: clinical summary, service-specific goals and objectives, interventions, discharge and relapse plans, and medical necessity, with an audit review.

Start a free trial See it in action

14-day free trial
Nothing to install
Fictional demo, no sign-up

A draft for your review. AI-generated text can be incomplete or wrong. You review, edit and approve every plan. Only de-identified text you review is sent.

AI Treatment Plan Builder · Audit readiness review

Fictional example

Audit readiness, checked

Medical necessity tied to functional impairmentMet
Goals measurable with baselinesMet
Frequency and duration for each serviceMet
Discharge criteriaReview
Client participation in planningMissing

Audit readiness review included

What you get

Complete plans, written your way.

One assessment in

Upload or paste a de-identified assessment, or send one straight from Intake IQ. Add an existing plan to update it or review it for documentation gaps.

Choose your services

Pick from dozens of behavioral health services, each with its own goal structure, timeframes and provider wording.

A complete plan out

Clinical summary, planned services, service-specific SMART goals and objectives, interventions, discharge and relapse-prevention plans, and medical necessity.

Audit readiness review

Rule-based checks mark each part Supported, Needs Provider Review or Missing Documentation, and update as you edit.

Edit, approve and export

Edit every line, track draft, needs-review and approved status, then export to Word, PDF, text or the clipboard.

Privacy screen first

Review a privacy screen before anything is sent. One AI request writes the plan; edits, checks and exports never call the AI again.

See it in action

AI Treatment Plan Builder in 5 steps

A fictional adult outpatient case. Click through the steps.

Step 1 of 5

One de-identified assessment in

Upload or paste it, or send it straight from Intake IQ. A privacy screen runs before anything is sent.

Fictional demo data. No real client information.

Treatment Plan Builder · Assessment

Source: Intake IQ note (fictional)
Diagnoses: Major depressive disorder, recurrent, moderate; generalized anxiety disorder
Privacy screen: No identifiers found · reviewed

Free guide

The Audit-Ready Treatment Plan Checklist

What auditors and payers look for in a behavioral health treatment plan, plus a fictional sample goal set.

The 10 elements every treatment plan should contain
How to write goals and objectives that are actually measurable
Medical necessity language that connects to the assessment
A fictional sample goal, objectives and interventions

Pricing

Included in every Clinical Suite plan.

Up to 100 treatment plans per clinician each month, plus Intake IQ and ADHD Eval-IQ, in one plan priced by practice size.

Try any plan free for 14 days, including 2 evaluations. A card is required, but you won't be charged until the trial ends, and you can cancel anytime before then. One free trial of each suite per practice.