Documents mental health treatment outcomes and recommended next steps at the end of treatment.
- Completed by
- Health care practitioner (mental health)
- Issued by
- Alberta Treasury Board and Finance (Care-First)
- Language
- English
Care-First Care and Treatment Request (Physical)
Health care practitioners use this Alberta Care-First form to ask the auto insurer to approve a customized physical treatment plan for an injured person. Unlike the Initial Assessment and Care and Treatment Request (Physical), it does not establish a diagnosis. Care-First, with its own set of practitioner forms, starts January 1, 2027.
Who completes it
The health care practitioner recommending the customized physical treatment completes the whole form.
Submitting and payment
- How to submit it
- Send it to the injured person's auto insurer, which decides whether to approve the customized treatment plan it describes.
Good to know
- Alberta's Care-First customized treatment guide explains when customized treatment may apply, initial assessments and visits, and how to submit a care and treatment request.
- Alberta also lists an Initial Assessment and Care and Treatment Request (Physical), which adds the assessment and diagnosis to the treatment request.
- Mental health treatment uses its own Care-First forms, starting with the Initial Assessment and Care and Treatment Request (Mental Health).
- The form appears in Alberta's Care-First Forms, Reports and Supporting Documentation resource, which covers forms and templates for treatment, assessments, reporting and billing.
Get the official form
Download the current version from the source each time; forms change without notice.
Care and Treatment Request (Physical)
Get the note ready with Vero
This form isn’t published as a fillable PDF. Vero Scribe writes the visit note it draws on, so the details are ready when you complete it.
How this list is checked
A form is listed only after its name and number were confirmed on the issuing agency’s or insurer’s own website, or in the form itself. Each entry links to that source. The list was last checked in October 2026. Forms change without notice, so download the current version from the official page before you fill it in.
Vero is not affiliated with, or endorsed by, the agencies and insurers listed here. Read our editorial policy.
Frequently asked questions
Does the Care-First Care and Treatment Request include a diagnosis?
No. The standalone Care and Treatment Request (Physical) asks the insurer to approve a customized physical treatment plan but does not establish a diagnosis. The assessment and diagnosis are recorded on the Initial Assessment and Care and Treatment Request (Physical).
When does Care-First customized treatment start?
Care-First begins January 1, 2027, and Alberta's information for practitioners covers the treatment of injuries under the new model from that date. The existing AB claims forms, such as the AB-2 Treatment Plan, are prescribed for claims under the Diagnostic and Treatment Protocols Regulation.