12 Core Functions: Treatment Planning & Reports and Record Keeping*



TREATMENT PLANNING is the process by which the counselor and the client identify and rank problems needing resolution, establish agreed-upon immediate and long-term goals, and decide upon a treatment process and the resources to be utilized.  REPORTS AND RECORD-KEEPING:  Charting the results of the assessment and treatment plan, writing reports, progress notes, discharge summaries, and other client-related data. The global criteria for treatment planning are as follows: Explain assessment results to the client in an understandable manner; Identify and rank problems based on individual and client needs in the written treatment plan; Formulate agreed upon immediate and long-term goals using behavioral terms in the written treatment plan; Identify the treatment methods and resources to be utilized as appropriate for the individual client.  The global criteria for report and record-keeping are as follows:  Prepare reports and relevant records integrating available information to facilitate the continuum of care; Chart the ongoing information pertaining to the client; Utilize relevant information from written documents for client care. 


  • Discuss the need for effective treatment planning.
  • Discuss the global criteria associated with this core function.
  • Explain the TAP 21 Competencies related to Treatment Planning.
  • Construct an individualized treatment plan.
  • Identify problem statements that are dimension-driven.
  • Identify “SMART” goals and objectives.
  • Identify individualized methods and resources.

Target Audience: Psychologists, Social Workers, Addiction Counselors, & Licensed Professional Counselors

Content level: Beginner to intermediate
2 CE hour credits approved by ASWB, NAADAC, & NBCC
State Board Approval
ADACBGA # 19-12-17-1212
FCB # 5387-A
OCDP Board # 50-29024

Course Features

  • Lectures 2
  • Quizzes 1
  • Duration 2 hours
  • Skill level Beginner to intermediate
  • Language English
  • Students 1008
  • Certificate Yes
  • Assessments Self
    • Lecture.1
      12 Core Functions: Treatment Planning & Reports and Record Keeping*
    • Lecture.1
      12 Core Functions: Treatment Planning & Reports and Record Keeping*
  • QUIZ
    • Quiz.1
      12 Core Functions: Treatment Planning & Reports and Record Keeping* 15 questions

Jenny M. Kirwin, MSW, LCSW, LCAS, CCS completed her BA in Psychology and Human Services; Masters of Social Work Degree with a concentration in Alcohol and Drugs from the University of Buffalo, NY. She is also a Licensed Clinical Social Worker; Licensed Clinical Addictions Specialist; and Certified Clinical Supervisor in NC. Jenny has been working as a consultant and clinical supervisor with almost 20 years in the field of mental health and substance abuse specializing in Co-Occurring Disorders. She began her career in North Carolina with the local Area Authority in Mental Health. Transitioning to the Women’s Program as a lead worker. Substance abuse quickly became her focus while obtaining LCAS and CCS with NCSAPPB. From Private Practice to DWI Programs, her background brings diverse experience to her clinical supervision services.
Jenny has been married for 19 years and has 4 children, 2 dogs, 8 chickens, and a goldfish. She enjoys being outdoors with her family as well as homesteading and staying physically active.