Free Case Management Treatment Plan Design

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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