You can keep a client's treatment plan in Klarify. Once it's on file, Klarify reads it every time it writes a note for that client. Your notes line up with the goals you already set, instead of starting from scratch each session.
You do not need to rewrite your plan. Upload the one you already have.
Add a plan you already have
From the client's profile
Open the client, then go to Files.
Upload the file.
Set Category to Treatment Plan.
That last step matters. If the file is uncategorized, Klarify will not treat it as a treatment plan.
From inside a session
Open the session and go to the Klara panel.
Click Treatment plan.
If the client has no plan on file yet, an upload box opens. Drop the file in.
From a file you already uploaded
If the plan is already in your library, open the client's Files tab, use Link from library, then set the category to Treatment Plan.
Klarify accepts PDF, Word (.docx), RTF, HTML, Markdown, and plain text files.
What happens next
Once a plan is on file for a client, Klarify uses it automatically. There is no extra button to press.
Every note Klarify writes for that client is generated with the plan in front of it, alongside the session transcript. So the note is written against the goals, modality, and interventions you already documented.
This works for recorded sessions, uploaded audio, and notes you regenerate.
A few details worth knowing:
Klarify reads the three most recently updated plans on file for that client.
It reads about the first 1,200 words of each plan. Very long plans get shortened.
The session has to be linked to a client. Sessions with no client attached will not pull a plan.
Klarify reads the plan at the moment the note is written. If you update the plan and want an older note to reflect it, regenerate that note.
Use a plan in a chat with Klara
Sometimes you want the plan in the conversation, not just in the note.
In the note view Klara panel, click Treatment plan and pick the plan.
Klara can now read it for that chat. This is useful for questions like:
"Are we still tracking against her goals, or has the focus shifted?"
"What should I prioritize next session, given the plan?"
Click Treatment plan again to remove it from the chat.
Have Klara draft a plan
If you don't have a plan yet, Klara can write one. Tell her the modality and what you're trying to shift, and she'll draft it from your sessions and the client's goals.
"Build a trauma-informed treatment plan using EMDR based on these notes."
"Draft a relapse prevention plan for a client in early recovery."
"What treatment objectives fit a couple dealing with infidelity?"
Klara drafts, you review and approve. Save the draft as a file on your computer before uploading it to the client's file and set the category to Treatment Plan so your notes start using it.
Desired outcomes
On the client's profile you'll also find Desired outcomes. These are the active goals for that client, and they get pulled into note writing the same way the plan does.
You can add or edit them by hand at any time. They're a good lightweight option if you want goal tracking without a full plan document.
What Klarify does not do yet
There's no structured plan builder with goal and objective checkboxes. A treatment plan in Klarify is a document you upload or have Klara draft.
Klarify does not track progress against plan objectives automatically.
The plan has to be uploaded under your account for that client. A plan another therapist uploaded for their own client record will not appear on yours.
If your plan isn't showing up in notes
Check these, in order:
Is the file categorized as Treatment Plan? This is the most common cause.
Is the file linked to that client, not just sitting in your library?
Was the note generated before you uploaded the plan? Regenerate it.
Still stuck? Start a chat with us and we'll take a look.