Diagnosis and Treatment Plans: Overview

Diagnosis and treatment plans help you document a client’s clinical presentation, goals, and recommended course of care. In Sessions Health, both features live in the client’s Diagnosis and Treatment tab and work together to support clear documentation and billing when needed.

This page gives a quick overview of how diagnoses and treatment plans function in the system and links to the full workflow guides.

In this article:

Diagnoses in Sessions Health


Diagnoses help describe the client’s clinical concerns and, when applicable, support insurance billing. You can:

  • Add one or more diagnoses to a client’s chart
  • Use ICD‑10 codes or create a custom “Other” diagnosis
  • Update diagnoses for specific sessions
  • Track changes over time in the client’s chart

Diagnoses appear in the Summary tab, progress notes, and billing documents.

💡 Learn more about managing diagnoses in Managing Client Diagnoses.

Treatment Plans in Sessions Health


Treatment plans outline the client’s goals, objectives, and recommended course of care. You can create:

  • Default plans with structured goals, objectives, and interventions
  • Simple plans with a single text box
  • Custom plans built from your own forms

Treatment plans can be updated over time, tracked through Treatment History, and show up in progress notes for reference during documentation.

💡 Learn more about treatment plans here: Creating and Activating Treatment Plans.

How Diagnoses and Treatment Plans Work Together


Diagnoses and treatment plans are stored in the same tab on the client's chart so you can:

  • Document the client’s presenting concerns
  • Build goals and objectives that align with those concerns
  • Update both over time as treatment progresses
  • Keep a clear record for clinical, administrative, and billing needs

Neither feature is required, so you can use them in the way that best fits your practice.

Frequently Asked Questions


Do I have to add a diagnosis or treatment plan for every client?

No. Both features are optional and can be used in the way that best fits your practice.


Can supervisors review or sign treatment plans?

Yes. If supervision is enabled for your practice, supervisors can review and sign treatment plans.


Are past versions saved?

Yes. Sessions Health keeps a history of diagnoses and treatment plans so you can review changes over time.


For more details, check out our other articles:

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