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 questions about the grade levels you work with and the goals you are working on with 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. If you would like to view additional Therapy Plans under a specific segment, simply click the "Show More" arrow.

If you want to learn more about adding Therapy Plans to sessions, check out this article! To go back to the Therapy Plans basics, head over to this article or the Therapy Planning course in the Academy.