Create a treatment plan manually or start with an AI-generated draft from a transcribed appointment. In both cases, review and sign the plan before it becomes part of the clinical record.
In this guide, you’ll learn how to:
•Start a treatment plan.
•Review and edit its clinical sections.
•Publish and share the plan.
•Create updated versions over time.
Open treatment plans
To start a plan:
•Select Patients .
•Open the patient.
•Select Medical Data .
•Select Treatment Plans .
•Select Create .
The list also shows each existing plan’s title, author, and publication date.
Choose how to create the plan
Start from scratch
Choose From Scratch to enter the plan manually. This option is useful for a new intake, when a transcript is unavailable, or when you prefer to write the plan yourself.
Start from notes
Choose From Notes to create a draft from a previous appointment. At least one session transcript must be available.
Select the appointment that is most relevant to the plan. PrecisionMind can use available information from:
•Session transcripts and notes.
•Clinical assessments.
•Patient self-reports.
•Electronic health record information.
•Available sleep, activity, or wearable data.
Important: PrecisionMind does not diagnose the patient, choose treatment, or publish the plan. Review, edit, and sign all AI-generated content.
Review the clinical sections
The guided plan includes sections for:
•The case summary and presenting symptoms.
•Biopsychosocial history and patient strengths.
•Diagnosis and differential diagnosis.
•Assessments and measures of progress.
•Clinical problems, goals, objectives, and interventions.
•Recommendations, care coordination, risk assessment, and safety planning.
Review the proposed content, edit the language, add missing information, and select or deselect items. Then save and continue to the next section.
Review the complete plan
The Review screen shows the complete treatment plan. Confirm that the clinical information supports the diagnosis, goals, interventions, measures of progress, and current risk information.
Select Edit beside a section to return to it.
Add comments
Use the Comments panel to ask questions or coordinate with clinicians involved in the patient’s care. Comments do not change the plan’s clinical content.
Publish and sign the plan
To publish the plan:
•Select Publish .
•Type your name or draw your signature.
•Complete the required confirmations.
•Select Publish again.
Publishing signs and timestamps the plan.
Share the plan
•Select Download PDF to save a copy.
•Select Send to Patient to share a read-only copy through Messages in the PrecisionMind patient app.
Update the plan
When treatment changes, edit the published plan. PrecisionMind saves the update as a new version and keeps the original.
You can move between versions to review how symptoms, diagnoses, goals, interventions, or risk information changed over time.