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AI Treatment Plan for Counselors Using ICANotes

Save 4.8 hours weekly on documentation. Built specifically for counselors who use ICANotes.

6+
Hours Saved Weekly
32
Avg Sessions/Week
12-18 minutes
Per Note (Manual)
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Sound Familiar?

"I'm always 2 weeks behind on documentation. It's affecting my licensure supervision and causing serious burnout."

As a counselor using ICANotes, you deserve documentation tools that understand your specific workflow.

Counselor Documentation Workflows

Mozu understands the unique documentation needs of counselors, including:

Common Documentation Types

  • Session Notes
  • Biopsychosocial Assessments
  • Crisis Documentation
  • Referral Letters

Specialty Workflows Supported

  • Community mental health documentation
  • Sliding scale client tracking
  • School-based counseling
  • Crisis intervention protocols

Treatment Plan Requirements for Counselors

Mozu generates compliant treatment plan with all required elements.

Required ElementMozu Coverage
Diagnosis Auto-generated
Goals (SMART) Auto-generated
Objectives Auto-generated
Interventions Auto-generated
Timeline Auto-generated

Insurance Note: Required for ongoing authorization, typically every 90 days

Counselor Compliance Considerations

Documentation that meets your regulatory and licensing requirements.

State licensure requirements
Supervision documentation for provisionally licensed
Continuing education tracking
Mandated reporting

Common Treatment Plan Mistakes Mozu Prevents

Audit-proof documentation that avoids these common pitfalls:

Goals not measurable

Mozu prevents this

Missing client signature

Mozu prevents this

Not updated regularly

Mozu prevents this

Counselor-Specific Clinical Terminology

Mozu understands and correctly uses counselor-specific language:

presenting concernscoping strategiesresource linkagecase conceptualizationtherapeutic goals

Example Treatment Plan for Counselors

Here's a sample treatment plan generated by Mozu. Ready to paste into ICANotes.

MozuGenerated Note
ICANotes Ready
TREATMENT PLAN CLIENT INFORMATION: Plan Date: [Date] Review Date: 90 days from plan date DIAGNOSIS: Axis I: - Major Depressive Disorder, Recurrent, Moderate (F33.1) - Generalized Anxiety Disorder (F41.1) PRESENTING PROBLEMS: 1. Depressed mood affecting daily functioning (PHQ-9: 18) 2. Excessive worry interfering with sleep and concentration (GAD-7: 14) 3. Social withdrawal and isolation (attending 0-1 social activities per month) 4. Decreased occupational functioning (missing deadlines, difficulty concentrating) STRENGTHS: - Strong insight and motivation for treatment - Supportive partner - Stable employment and housing - Previous positive response to therapy - College-educated with good verbal skills TREATMENT GOALS AND OBJECTIVES: GOAL 1: Reduce depressive symptoms to minimal/remission levels - Objective 1.1: PHQ-9 score will decrease from 18 to below 10 within 12 weeks - Intervention: Cognitive behavioral therapy - cognitive restructuring - Intervention: Behavioral activation protocol - Frequency: Weekly 50-minute sessions - Responsible: Therapist and client - Objective 1.2: Client will identify and challenge 3 negative automatic thoughts per week - Intervention: Thought record homework assignments - Frequency: Daily practice - Responsible: Client with therapist review GOAL 2: Manage anxiety effectively - Objective 2.1: GAD-7 score will decrease from 14 to below 8 within 12 weeks - Intervention: Progressive muscle relaxation training - Intervention: Cognitive restructuring for worry - Frequency: Weekly sessions with daily home practice - Responsible: Therapist and client - Objective 2.2: Client will utilize relaxation techniques when anxiety exceeds 5/10 - Intervention: Skills training and practice - Frequency: As needed, review weekly - Responsible: Client GOAL 3: Increase social engagement and reduce isolation - Objective 3.1: Client will attend 2+ social activities per week within 8 weeks - Intervention: Behavioral activation - social activity scheduling - Intervention: Social skills review as needed - Frequency: Weekly planning and review - Responsible: Client with therapist support - Objective 3.2: Client will initiate contact with supportive friend/family 3x weekly - Intervention: Support system mapping and engagement planning - Frequency: Weekly - Responsible: Client TREATMENT MODALITY: Individual psychotherapy (CBT) FREQUENCY: Weekly 50-minute sessions ESTIMATED DURATION: 16-20 weeks REVIEW DATE: 90 days from start CLIENT PARTICIPATION IN TREATMENT PLANNING: Client participated in development of this treatment plan, agrees with goals and objectives, and consents to treatment as outlined. Signatures: Client: _________________ Date: _______ Therapist: _________________ Date: _______

Why Counselors Using ICANotes Choose Mozu

ICANotes: Compliance-focused templates. Mozu adds AI-powered documentation.

Built for Counselors

Trained on counselor sessions. Understands clinical nuance, not just transcription.

ICANotes Ready

Copy-paste directly into ICANotes. No integrations needed, no workflow changes required.

Cross-Session Memory

Mozu remembers client history, names, and patterns across all your sessions.

Clinical-Grade Security

HIPAA compliant with BAA provided. Built on SOC 2 Type II certified infrastructure.

SOC 2 Type II
HIPAA Compliant

Frequently Asked Questions

How much time will Mozu save me as a counselor?

Most counselors using ICANotes save 4.8 hours per week on documentation. That's approximately 12-18 minutes saved per treatment plan.

Does Mozu work with ICANotes?

Yes. Mozu generates treatment plan that you can copy directly into ICANotes. No integration or setup required - it works with any EHR system.

Is Mozu HIPAA compliant for counselor documentation?

Yes. Mozu is fully HIPAA compliant with BAA provided. We use SOC 2 Type II certified infrastructure and never use your patient data to train AI models.

What types of notes can Mozu generate for counselors?

Mozu generates Session Notes, Biopsychosocial Assessments, Crisis Documentation, Referral Letters specifically formatted for counselor documentation requirements.

Is there a free plan for solo counselors?

Yes. Mozu is completely free for solo practitioners. No credit card required, no trial period - free forever for individual counselors.

Free for Solo Counselors

Start saving 4.8 hours weekly on treatment plan. No credit card required.

$0
per month for solo practice
  • Unlimited Treatment Plan
  • Cross-session memory
  • Works with ICANotes
  • HIPAA compliant
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