This bundle includes the initial assessment and 6-month reassessment report and treatment plan resources and is essential for clinicians just starting out, as well as for more seasoned clinicians who are looking to make sure their reports demonstrate medical necessity, and to ensure compliance with payor requirements and contracts. 

 

This bundle includes:

Initial Assessment and 6-Month Reassessment Treatment Plan Report Templates ($40 value)

  • The initial assessment report is a 12-page editable word document for an initial assessment report and treatment plan template.

  • The reassessment report is a 15-page editable word document for a 6-month reassessment report and treatment plan template.

  • The templates outline all of the required sections for both an initial assessment and a 6-month reassessment report. 

  • It also includes a table of contents to help reviewers easily locate pertinent information.

  • These templates should be reviewed with the payor requirements for each of your funding sources. 

 

Initial Assessment and 6-Month Reassessment Treatment Plan Report Writing Instructions/Guidance ($40 value)

  • The initial assessment report is a 14-page editable word document that can be used as a job aid for staff who need extra support with the required components of the initial assessment report.

  • The reassessment report is a 17-page editable word document that can be used as a job aid for staff who need extra support with the required components of the 6-month reassessment report.

  • The writing guidelines and instructions provide detailed instructions and guidance for each of the different report template sections. 

  • Staff can add additional information to the instructions/guidance documents to further ensure compliance with specific payor requirements. 

 

Initial Assessment and 6-Month Reassessment Treatment Plan Report Self-Monitoring Checklists  ($30 value)

  • These are editable word documents that staff can use to ensure that they have completed all of the required components for both the initial assessment and 6-month reassessment treatment plan reports.

  • Staff are able to cross-reference these documents with their initial assessment and reassessment treatment plan reports to ensure payor requirements have been met. 

  

Initial Assessment and 6-Month Reassessment Treatment Plan Report Quality Assurance (QA) Measures ($40 value)

  • The initial assessment report QA measure is an 8-page editable document that can be used to evaluate the initial assessment and treatment plan report

  • The reassessment report QA measure is a 9-page editable document that can be used to evaluate the 6-month reassessment and treatment plan report.

  • Behaviorally Anchored Rating Scales (BARS) have been customized for each of the evaluation sections (e.g., cover sheet, client background information, assessment information, treatment plan, and behavior intervention plan, previous treatment goals progress update, new treatment plan, and behavior intervention plan, transition and discharge criteria, CPT codes and hours, and spelling/grammar).

  • These documents can easily be adapted to a Google Form or Microsoft Form

 

Initial Assessment and 6-Month Reassessment Treatment Plan Report Examples ($40 value)

  • The initial assessment report is a 21-page editable word document that provides a completed initial assessment report and treatment plan.

  • The reassessment report is a 25-page editable word document that provides a completed 6-month reassessment report and treatment plan.

  • They contain written examples for all of the essential component items that should be included in the treatment plan reports.

  • They are a helpful training resource for staff who are learning how to document medical necessity within their treatment plan reports and need extra support with documenting the essential components.

 

Writing Support Resources ($10 value)

  • These writing supports provide staff with helpful information that can be used to further develop their writing skills. 

  • Included are resources for common grammar and spelling issues.

  • The support documents can be edited and customized for each staff member to help support their individual learning needs.

 

+ Free Bonus Material ($15 value)

  • Medical necessity criteria for goal guidance development

  • Initial assessment client documents checklist 

Initial Assessment & 6-Month Reassessment Report and Treatment Plan Bundle

$215.00 Regular Price
$195.00Sale Price
  • Please keep in mind that because our products are distributed digitally, it is our policy that all sales are non-refundable.

  • Be sure to download all attached files as the links will expire after 30 days. All products and details will be in the zip file sent via email after purchase