Template

Treatment Plan Scaffold

A structured treatment plan template pre-mapped to sandtray approaches. Covers presenting concerns, up to three SMART goals with sandtray-specific interventions, progress markers, and coordination. Fillable in the browser — print to PDF or copy as text into your EHR.

Fillable in browser Up to 3 goals Print-friendly

Privacy note

Use a client identifier (initials, case number, or code) rather than a full name. Everything you type stays on your device — Sandstories does not transmit or store form contents. When you print or copy, the resulting document becomes the responsibility of your practice’s documentation system.

Client & Clinician

Client identifier Avoid full names in this template.

Age range / developmental stage

Clinician name & credentials

Supervisor (if applicable)

Plan start date

First review date

Setting

Session frequency

Presenting Concerns & Context

Referral reason / presenting concern

Diagnostic impressions (optional) School counselors: use presenting concern language rather than diagnostic codes unless a formal evaluation has been completed.

Client strengths & resources Strengths-based documentation is required in many settings and improves outcomes. Lead with assets.

Theoretical orientation

Primary modality

Sandtray baseline summary

Treatment Goals

Write goals in SMART format (Specific, Measurable, Achievable, Relevant, Time-bound). Up to three goals. Leave unused goal cards blank — they’ll be omitted from the printed output.

Goal 1

Goal statement

Objectives / steps toward the goal

Sandtray intervention approach

Progress marker

Target review date

Goal 2 (optional)

Goal statement

Objectives / steps toward the goal

Sandtray intervention approach

Progress marker

Target review date

Goal 3 (optional)

Goal statement

Objectives / steps toward the goal

Sandtray intervention approach

Progress marker

Target review date

Coordination & Referrals

Family / guardian involvement

School / teacher coordination (school settings)

Outside providers / referrals

Discharge & Review Criteria

Discharge criteria

Escalation / referral criteria

Second review / mid-point date

Clinician signature & date

How to use this template

Fill in the browser, print to PDF. Everything stays on your device. Use a client identifier rather than a full name. The resulting PDF becomes the plan of record in your chart system — Sandstories doesn’t store anything.

You don’t need all three goals. One strong, well-written SMART goal is better than three vague ones. Leave Goal 2 and Goal 3 blank and they’ll be omitted from the printed output.

Review dates are not optional. A treatment plan without a review date is a plan that never gets reviewed. The first review date and the mid-point date protect the client and protect your practice.

Documentation reminder

This is a scaffold, not a legally complete treatment plan. Your jurisdiction, license, employer, and insurance contracts may require additional language, signatures, or formats. The SMART goal structure and sandtray-specific intervention language are provided to save you time — but this template is a starting point, not an endpoint. When in doubt, consult your supervisor and your liability carrier.