Care Plans

Create structured treatment plans and safety documentation to guide client care.

Overview

Praxi supports various care planning documents:

Plan Type	Purpose	Use Case
Treatment plan	Goals and interventions	All clients
Safety plan	Crisis management	Risk-flagged clients
Care coordination	Multi-provider care	Complex cases
Discharge plan	End of care planning	Treatment conclusion
NDIS plan	Funding-aligned goals	NDIS participants

Treatment Plans

Creating a Treatment Plan

1. Open the client record
2. Open the More menu (⋯) and choose Treatment Plan (also available via the Treatment & Progress area on the client)
3. Click Create / Start treatment plan
4. Choose a treatment plan template or start from scratch
5. Enter a title and description
6. Optionally set a review date
7. Complete sections and goals
8. Review with the client
9. Save and activate

Treatment Plan Fields

Field	Content
Title	Name of the treatment plan
Description	Overview of the presenting concerns
Template	Therapeutic modality (e.g. CBT, DBT, ACT)
Review date	When to evaluate progress
Linked diagnoses	ICD/DSM codes linked to the plan
Linked risk assessments	Risk assessments connected to this plan
Goals	What client wants to achieve (SMART framework)

Setting Goals

Use SMART goals:

Element	Description	Example
Specific	Clear, defined	"Reduce panic attacks"
Measurable	Quantifiable	"From 5/week to 1/week"
Achievable	Realistic	Based on assessment
Relevant	Client-driven	Aligned with values
Time-bound	Has deadline	"Within 12 weeks"

Treatment Plan Templates

Praxi includes evidence-based templates organised by therapeutic modality and presentation. You can use system templates as-is, or fork them to create a customised version for your practice.

Category	Examples
CBT	Cognitive restructuring, behavioural experiments
DBT	Distress tolerance, emotion regulation
ACT	Values-based action, defusion
Schema Therapy	Schema identification, mode work
EMDR	Trauma processing, desensitisation
Exposure Therapy / ERP	Graduated exposure, response prevention
Behavioural Activation	Activity scheduling, mood monitoring
Motivational Interviewing	Change readiness, ambivalence resolution
Depression / Anxiety / Grief	Presentation-specific goal sets
Forensic	Alcohol programmes, offender rehabilitation

Templates include default goals, recommended interventions, suggested outcome measures, and an evidence grade with summary.

Forking Templates

To customise a system template without affecting the original, click Fork Template. This creates a copy owned by your organisation that you can modify freely.

Goal Measurement Types

Praxi supports two ways to measure goal progress:

Type	How it works
Percentage	Track progress from 0-100% toward goal completion
Goal Attainment Scaling (GAS)	Define five outcome levels from -2 (much less than expected) to +2 (much more than expected)

GAS is particularly useful for NDIS-funded clients as it aligns with NDIA reporting requirements. When creating a goal with GAS, you define what each attainment level looks like for this specific client and goal.

Tracking Progress

For each goal:

1. Set baseline measure
2. Record progress at sessions (percentage or GAS level)
3. Track via linked outcome measures
4. Update goal status
5. Mark as complete when achieved (sets to 100%)

Plan Actions

Action	What it does
Archive	Marks the plan as completed and moves it to history
Duplicate	Creates a copy of the plan with all active goals (without progress history)
Delete	Soft-deletes by marking as discontinued (retained for compliance)

Status	Meaning
Active	Currently working on
Achieved	Goal met (100% progress)
Modified	Changed based on progress
Discontinued	No longer relevant

Safety Plans

When to Create

Safety plans are essential for:

• Suicidal ideation
• Self-harm behaviours
• High-risk presentations
• Crisis-prone clients

Safety Plan Components

Section	Purpose
Warning signs	How client recognises crisis
Coping strategies	Self-management techniques
Social supports	People who can help
Professional contacts	Services to call
Emergency contacts	Crisis numbers
Environment safety	Means restriction

Creating a Safety Plan

1. Go to the client's Notes tab
2. Work through each section with client
3. Document specific, personal details
4. Review and edit together
5. Client saves a copy

Safety Plan Best Practices

Do	Don't
Collaborate with client	Create without client input
Use client's own words	Use clinical jargon
Be specific and personal	Be generic
Include multiple options	Rely on single strategy
Review regularly	Set and forget

Sharing Safety Plans

Option	How
Print	Physical copy for client
Email	Send to client's email
App	Available in client portal

Care Coordination Plans

Multi-Provider Care

For clients seeing multiple providers:

1. Document all providers involved
2. Clarify each provider's role
3. Establish communication protocols
4. Set review schedules

Coordination Plan Sections

Section	Content
Care team	All providers and roles
Primary contact	Lead coordinator
Goals	Shared treatment goals
Communication	How team communicates
Consent	What's shared with whom

Team Communication

Method	When to Use
Case conference	Complex decisions
Secure message	Routine updates
Phone	Urgent matters
Letter	Formal documentation

NDIS Plans

NDIS Goal Alignment

For NDIS participants:

1. Review NDIS plan goals
2. Map therapy goals to funding
3. Document capacity building
4. Track progress for reviews

NDIS Goal Categories

Praxi maps treatment goals to the eight NDIA Outcomes Framework categories:

Category	Focus
Daily Activities	Independence, routines
Relationships	Personal and social relationships
Health & Wellbeing	Physical and mental health
Lifelong Learning	Education, training, skill development
Work	Employment readiness and skills
Social & Community Participation	Community engagement
Choice & Control	Self-management and decision-making
Home	Living arrangements and independence

NDIS Goal Templates

Praxi includes pre-built NDIS goal templates with SMART criteria and Goal Attainment Scaling (GAS) levels pre-populated. Select a template to create a goal that is already aligned to NDIA reporting requirements. Templates can be filtered by outcome category.

NDIS Reporting

Generate reports for:

• Plan reviews
• Support coordinator updates
• LAC meetings

Discharge Planning

When to Plan

Begin discharge planning when:

• Treatment goals achieved
• Referral sessions exhausted
• Client request
• No further progress expected

Discharge Plan Content

Section	Content
Summary	What was achieved
Recommendations	Ongoing self-care
Resources	Support services
Re-engagement	When to return
GP letter	Communication to referrer

Discharge Checklist

• Goals reviewed and documented
• Relapse prevention discussed
• Resources provided
• Safety plan updated (if applicable)
• GP letter sent
• Follow-up scheduled (if needed)

Plan Reviews

Treatment Plan Statuses

Status	Meaning
Active	Currently in use
Completed	All goals achieved, plan archived
On hold	Temporarily paused
Discontinued	No longer in use (soft-deleted)

Review Schedule

Plan Type	Review Frequency
Treatment plan	Every 4-6 sessions
Safety plan	Every session if high risk
Care coordination	Monthly
NDIS plan	Aligned with NDIS review

Review Process

1. Open active plan
2. Review each section with client
3. Update progress on goals
4. Modify as needed
5. Document review in notes
6. Schedule next review

Templates

Using Templates

1. Go to the Notes tab on the client record
2. Browse by category or search by name
3. Preview template details (goals, interventions, outcome measures)
4. Click Use Template to apply it to a new treatment plan
5. Customise goals and interventions for the client

Creating Templates

1. Go to Settings → Templates
2. Click Create Template
3. Name and categorise (choose from the available modality categories)
4. Add default goals, interventions, and outcome measures
5. Optionally add an evidence grade and summary
6. Save -- templates are scoped to your organisation

System vs Organisation Templates

System templates are provided by Praxi and cannot be modified or deleted. To customise one, use Fork Template to create an editable organisation copy. Organisation templates can be updated or removed by any practitioner with the appropriate permissions.

Client Access

Sharing Plans with Clients

Setting	Effect
Full access	Client can view all sections
Limited access	Client sees summary only
Collaborative	Client can add comments
No access	Clinician view only

Client Portal

If client portal enabled:

1. Client logs in
2. Views their care plans
3. Adds notes or feedback
4. Tracks their own progress

Printing and Exporting

Print Options

Format	Use
Full plan	Complete documentation
Summary	Key points only
Wallet card	Safety plan summary
Progress report	For funders

Export Formats

• PDF (for sharing)
• Word (for editing)
• Clinical format (structured)

Best Practices

Planning

1. Collaborate - Plans should be joint effort
2. Client language - Use words client understands
3. Review regularly - Plans evolve with treatment
4. Be specific - Vague plans aren't helpful
5. Document - Record plan discussions in notes

Safety Planning

1. Prioritise - Create early when risk identified
2. Personalise - Generic plans don't work
3. Rehearse - Practice using the plan
4. Update - Review after any crisis
5. Share - Client needs their own copy

Troubleshooting

Plan Not Saving

1. Check all required fields complete
2. Verify internet connection
3. Try shorter content
4. Save as draft first

Cannot Share with Client

1. Check client portal enabled
2. Verify sharing permissions
3. Confirm client has account
4. Check consent for sharing

Template Issues

1. Verify template exists
2. Check permission to access
3. Try creating new from scratch

Who can use care plans

Practitioners (and interns, under supervision) can view, create, and edit care plans and templates for their own clients. Clinical supervisors and practice owners have practice-wide access to care plans across the practice. Clinical governance has read-only oversight of care plans across the practice.

warning

System templates cannot be edited or deleted. Only organisation templates can be modified.

Related

• GP Letters
• Clinical Notes Overview
• Assessments Overview
• NDIS Setup

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