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CO.13: Create Treatment Plan ​

Summary ​

Counselors create treatment plan templates or client-specific plans, optionally composing sessions and activities or importing reusable templates.

Role ​

  • Primary: Counselor

Entry Point ​

  • URL: /library/treatment-plans/new
  • Client detail create-plan dialog can also create a client plan.

Preconditions ​

  • Restricted library route is enabled.
  • Counselor has access to any selected client relationship.

Steps ​

  1. Counselor starts a new treatment plan.
  2. Counselor enters plan metadata.
  3. Counselor adds sessions and activities manually or imports templates.
  4. Counselor saves as draft or publishes.
  5. Backend creates the plan and nested sessions/activities where provided.
  6. Frontend navigates to the new plan detail.

Diagram ​

Edge Cases ​

  • Missing title: Create actions are disabled until required fields are present.
  • Client plan: Custom plans require relationship context.
  • Template import: Imported sessions/activities are copied into the form state before save.

Current Implementation Notes ​

  • Frontend: frontend/src/app/pages/library/treatment-plan-create.tsx
  • Backend: backend/internal/services/treatment_service.go

Screenshot Status ​

  • Not captured.