CO.19: Clone Treatment Plan

Summary

Counselors clone a treatment plan template into a custom plan for a specific client, copying the plan structure, sessions, and activities.

Role

• Primary: Counselor

Entry Point

• Treatment plan detail clone action.
• Client detail create-plan dialog.

Preconditions

• Source plan is accessible.
• Target client relationship exists.

Steps

1. Counselor opens a template or client detail plan action.
2. Counselor selects clone/create-for-client.
3. Counselor confirms title and target client.
4. Backend validates source access and client relationship.
5. Backend deep-copies sessions and activities.
6. Frontend navigates to the custom plan detail.

Diagram

Edge Cases

• Existing active plan: Backend prevents more than one active custom plan per client relationship.
• Template access: User must have access to the source template.
• Custom source: Clone-to-client expects a valid template/custom flow as enforced by backend rules.

Current Implementation Notes

• Frontend: frontend/src/features/library/components/shared/clone-dialog.tsx, frontend/src/app/pages/client-details.tsx
• Backend: backend/internal/services/treatment_service.go

Screenshot Status

• Not captured.

Related Flows

• CO.10 Client Details
• CO.14 Treatment Plan Detail