Free Case Management Treatment Plan Design Template
Case Management Treatment Plan
Client Information
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Client Name: Zephaniah A. Kincaid
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Case Manager: Sarah Green, MSW
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Date: January 1, 2080
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Case ID: 12345
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Emergency Contact: Solara Kincaid (sister), (555) 987-6543
1. Reason for Referral:
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Referral Source: Hope Recovery Center
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Issues: Diagnosed with Major Depressive Disorder, a history of alcohol dependency, and current housing instability.
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Urgency: Immediate intervention is needed to address mental health, substance use recovery, and housing.
2. Assessment Summary:
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Mental Health History: Major Depressive Disorder (untreated for 6 months).
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Substance Use History: Sobriety for 6 months following alcohol dependence.
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Social History: The client is estranged from father but receives emotional support from his sister.
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Strengths: Strong family support, motivated to improve, committed to sobriety.
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Needs: Stable housing, consistent mental health care, employment opportunities, and relapse prevention.
3. Treatment Goals:
Goal |
Objective |
Timeline |
Resources/Interventions |
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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:
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Mental Health Services: Weekly individual therapy (Rebecca Lee, LCSW), antidepressant medication management.
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Substance Use Services: Continued outpatient rehab, and participation in local 12-step meetings (James Bright, LADC).
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Housing Services: Application for emergency housing, referrals to shelters (Linda Perez).
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Employment Services: Job readiness training, resume building, and placement services (William Harris).
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Social Support Services: Family counseling and case management support.
5. Client Involvement:
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Client’s Role: Actively participating in therapy, goal-setting, and housing/job applications.
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Family Support: The client’s sister, Solara, is involved in family therapy and providing emotional support.
6. Risk Assessment:
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Risk Factors: Housing instability, potential for relapse due to stressors.
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Mitigation Plan: Continued substance use counseling, regular monitoring of housing status, and a clear relapse prevention plan.
7. Review and Updates:
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Review Dates: Monthly treatment plan reviews starting February 1, 2080. Adjustments based on the client’s progress.
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Expected Outcome: The client will achieve stable housing, secure employment, strengthen family relationships, and maintain sobriety.