The Therapy Plan Assistant was created to help you plan a month of therapy for your entire caseload in just a few clicks! Check out the video below for an overview of this tool, or scroll down to see step-by-step instructions.

To get started, head to the Therapy Plans tab. Click on the Therapy Plan Assistant Button at the top of the page.

A pop-up window will prompt you to answer two quick questions about your caseload. Click the "Finish" button to see recommended Therapy Plans for each of your Caseload Segments. Preview recommendations by selecting the checkbox next to a Segment.

You can then "favorite" a Therapy Plan in each Segment to have a monthly plan for each group at your fingertips!

If you don't feel that a Caseload Segment is particularly applicable, simply click "remove" next to the Segment. Or, if you would like to view additional Therapy Plans under a specific Segment, click the "Show More" arrow.

If you would like to modify your results, click the Therapy Plan Assistant button to re-take the quiz and update the results by adding to or replacing your current Segments. These changes will also be reflected in your materials recommendations (under the All Materials tab).

Want to learn more about Therapy Plans?

This article explains how to add Therapy Plans to your sessions.

This article explains how to use the Therapy Plans feature.

Check out the Therapy Planning course in the Academy for help with implementing Therapy Plans in your sessions.

Bonus Tip: After taking the quick quiz discussed previously, you'll automatically see materials recommendations generated from the new Materials Assistant! Go to the All Materials page and select "Recommendations" to view materials for your caseload pulled from our library of 4,500+ resources! Check out this article to learn more about the Materials Assistant.