Treatment planning

Turned in by deadline

Graphs and data included

Meets all criterion set forth in treatment plan template

Clinically appropriate hours recommended

Correct CPT codes used (based on insurance)

Additional documents completed by deadline

If applicable, plan uploaded to ABPathfinder

Was this a progress report?

All base sections updated (history, assessment, schedule of services and discharge/fading)

Goals Section

Baseline was not removed from goals

Updated status listed per goal

Procedures & Data

Each goal has clear procedures

Number of incomplete goals

Notes on any incomplete goals:

Data book is set up

Probe data is in data book

Skill tracking sheets in data book


Plan has been shared with parent

New client folder has been shared with parent

Parent has signed all forms


We have reviewed the result of this assessment.

Assessed Staff
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.