Therapist Track

The care plan you inherit

Chapter 02 · 4 min
The inherited care plan with goals and assignable activities
What you’ll learn
  • Read the inherited care plan's goals, interventions, frequency, RTW target, and restrictions
  • Assign between-session activities that the member completes in their portal
  • Tie each activity to a measurable goal to build the adherence record

Open the care plan and you see the psychologist's prescription for the case: the treatment goals, the interventions, the frequency and duration of care, the return-to-work target, and any work restrictions. For Sofia Reyes the intervention is TF-CBT — trauma-focused cognitive behavioral therapy, the MTUS first-line treatment for her presentation. The plan is the destination; your sessions are how you get there.

care planthe psychologist's treatment prescription — goals, interventions, frequency and duration, RTW target, and restrictions — that the LPCC executes session by session.

Your job is twofold. First, execute the plan in the session room. Second, extend it between sessions by assigning activities the member completes in their own portal. These are the working homework of treatment: psychoeducation to build understanding, behavioral tasks that rehearse new skills, and grounding exercises for managing distress between visits.

Activities do double duty. Clinically, they keep the work alive in the days between sessions, when most change actually happens. Administratively, every completed activity adds to the adherence record — the documented proof that the member is engaged and the plan is being followed. That record becomes evidence later, when your progress reports and authorization requests need to show the case is moving.

Tie every activity to a goal

Do not assign activities at random. Each one should map to a measurable goal in the care plan — a grounding exercise to the hyperarousal goal, a psychoeducation module to the trauma-understanding goal. When the activity is tied to the goal, its completion is direct evidence of progress toward that goal, and the link is already drawn for your next report.

For Sofia, that might mean assigning a grounding exercise after a session that surfaced reminders of the collision, and a psychoeducation module on trauma responses to normalize what she is experiencing. Each assignment, completed in her portal, becomes a data point in the adherence record you will cite when you ask for more sessions.

Check your understanding

What is the administrative value of assigning between-session activities?