MENTAL HEALTH TREATMENT PLAN
Adult outpatient planning worksheet. Repeat objective fields for each priority.

1. ASSESSMENT AND PRIORITIES
Client identifier, setting and plan dates:
Clinician, role and assessment source:
Assessed concerns, diagnosis or formulation, and functional impact:
Client priority and longer-term goal:
Strengths, preferences and access needs:
Participation, choices and areas of disagreement:

2. OBJECTIVES AND PLANNED WORK
Objective 1: baseline, target, timeframe and evidence source:
Objective 2: baseline, target, timeframe and evidence source:
Clinician interventions, rationale, provider and planned service schedule:
Client actions, barriers and agreed support:
Coordination, permissions, task owners and status:
Safety assessment, response plan and earlier-review route:

3. REVIEW, DECISIONS AND AGREEMENT
Review dates, responsible clinician and information to bring:
Review findings: source, dates, objective status and client view:
Decision, rationale, changes and next checkpoint:
Transition or discharge criteria and outstanding needs:
Agreement, copy provided and clinician authentication: