Free Case Management Treatment Plan Design Template

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Free Case Management Treatment Plan Design Template

Case Management Treatment Plan


Client Information

  • Client Name: Zephaniah A. Kincaid

  • Case Manager: Sarah Green, MSW

  • Date: January 1, 2080

  • Case ID: 12345

  • Emergency Contact: Solara Kincaid (sister), (555) 987-6543


1. Reason for Referral:

  • Referral Source: Hope Recovery Center

  • Issues: Diagnosed with Major Depressive Disorder, a history of alcohol dependency, and current housing instability.

  • Urgency: Immediate intervention is needed to address mental health, substance use recovery, and housing.


2. Assessment Summary:

  • Mental Health History: Major Depressive Disorder (untreated for 6 months).

  • Substance Use History: Sobriety for 6 months following alcohol dependence.

  • Social History: The client is estranged from father but receives emotional support from his sister.

  • Strengths: Strong family support, motivated to improve, committed to sobriety.

  • Needs: Stable housing, consistent mental health care, employment opportunities, and relapse prevention.


3. Treatment Goals:

Goal

Objective

Timeline

Resources/Interventions

Goal 1: Improve mental health stability

Weekly therapy to address depression and anxiety.

6 months

Weekly sessions with therapist Rebecca Lee.

Goal 2: Secure stable housing

Apply for housing assistance and secure housing.

3 months

Housing assistance with Linda Perez.

Goal 3: Gain Employment

Obtain part-time work or job training.

9 months

Job placement services with William Harris.

Goal 4: Strengthen family relationships

Attend family therapy to improve communication.

4 months

Family therapy with the case manager.

Goal 5: Prevent relapse

Regular check-ins and participation in support groups.

12 months

Support group participation, outpatient therapy.


4. Interventions and Services:

  • Mental Health Services: Weekly individual therapy (Rebecca Lee, LCSW), antidepressant medication management.

  • Substance Use Services: Continued outpatient rehab, and participation in local 12-step meetings (James Bright, LADC).

  • Housing Services: Application for emergency housing, referrals to shelters (Linda Perez).

  • Employment Services: Job readiness training, resume building, and placement services (William Harris).

  • Social Support Services: Family counseling and case management support.


5. Client Involvement:

  • Client’s Role: Actively participating in therapy, goal-setting, and housing/job applications.

  • Family Support: The client’s sister, Solara, is involved in family therapy and providing emotional support.


6. Risk Assessment:

  • Risk Factors: Housing instability, potential for relapse due to stressors.

  • Mitigation Plan: Continued substance use counseling, regular monitoring of housing status, and a clear relapse prevention plan.


7. Review and Updates:

  • Review Dates: Monthly treatment plan reviews starting February 1, 2080. Adjustments based on the client’s progress.

  • Expected Outcome: The client will achieve stable housing, secure employment, strengthen family relationships, and maintain sobriety.

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