The Basics

You shouldn’t have to spend hours writing a treatment plan that meets clinical, ethical, and insurance standards. Allia makes it easy. It pulls in relevant data—like client history, symptoms, assessments, session notes, health records, and even wearable insights—to create a structured plan you can edit and sign in just a few minutes.

These aren’t generic templates. Each plan includes clearly written presenting concerns, DSM-aligned diagnoses with rationales, evidence-based interventions, safety planning, lifestyle adjustments, and follow-up recommendations*—all personalized for your client’s specific context.

1. Building a Treatment Plan

To create a treatment plan, open the Patient Dashboard, select your client, and click the Treatment Plan tab. From there, you can review old plans or create a new one. Click Create, then choose a session to anchor the plan—Allia will pull context from that session and any earlier data to personalize it.

The plan is built across ten structured pages. Each section is pre-filled with editable suggestions based on the client’s transcripts, MBC scores, health records, wearable data, and clinical research. You can accept, modify, or remove anything. Click Save and Next to move forward. Progress is saved automatically, so you can return to it anytime.

2. Diagnosis & Documentation Support

Allia helps streamline diagnostic thinking by suggesting differential diagnoses based on patterns in session data. Each suggestion includes a rationale you can keep or discard using checkboxes. You can also add your own or type a final diagnosis directly into the Clinical Diagnosis field.

This section helps ensure diagnostic clarity, supports medical necessity, and aligns your plan with payer documentation standards.

3. Goals, Objectives & Interventions

On the Goals page, Allia suggests personalized, measurable goals along with supporting objectives and interventions. These can be used as-is or customized based on client feedback. Suggestions are grounded in client data and evidence-based practices, making it easy to collaboratively shape a meaningful care plan.

4. Risk Assessment & Safety Planning

The risk section surfaces known and potential safety concerns—such as harm to self, others, or environmental risks—identified across sessions. It includes mitigation strategies you can review, edit, or expand. This ensures your plan is clinically complete and legally protective.

5. Reviewing, Signing & Sharing

Once you’ve completed all sections, you’ll land on a final Review page. You can make edits, sign the plan, and confirm client review before publishing. After it’s published, you can download a PDF, access previous versions, or return to update the plan at any time. All changes are logged, and plans are stored securely in compliance with HIPAA.

Security & Compliance

All treatment plans are stored securely and encrypted end-to-end. Only you can access them, unless you choose to download or share a copy with your client. We built this tool to meet and exceed HIPAA standards, with therapist privacy in mind from day one.

When you publish a plan, you’ll be asked to sign it—and to confirm that you’ve reviewed it with your client. That review step is saved along with the plan and can be used to show documentation compliance.