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Creating treatment plans and tracking sessions

Set a patient's goals and planned course of care, track sessions against the plan, and share a summary in their portal.

A treatment plan captures where a course of care is heading — the condition, the goals, and how many sessions you expect — and then tracks progress against it.

Create a plan

From the patient's profile, create a treatment plan with the condition, the goals, and the number of sessions you're planning. Set a start date and, if useful, a target end date.

Track progress

As you work through the course, the plan tracks sessions completed against sessions planned, so both you and the patient can see how far along you are. Mark the plan complete when the goals are met, or ended if care stops early.

Share a summary with the patient

You can add a short patient summary to the plan — plain-language "here's where we're at and what's next". If the patient has portal access, they see this summary and their progress, which keeps them engaged between sessions. The clinical detail stays yours; only what you choose to summarise is shown.

How it connects

Treatment plans pair naturally with outcome measures (the numbers behind the goals) and recalls (bringing people back for the next block of care).


A plan doesn't have to be elaborate — a condition, two or three goals and a session count is enough to keep a course of care on track.

NextKeeping a CPD log

Still need a hand?

Email us and a real person will help. For anything about a patient's care, contact your clinic.

Email hello@atlacare.com