Treatment plans are essential to the delivery of quality and effective care. While there are evidence-based best practices you can incorporate into your treatment plan (the science), it’s also important to leverage your own clinical judgement and experience (the art) and specialize your treatment plan to meet the needs of your individual client.

By taking a holistic approach that considers a variety of factors and information to create a personalized treatment plan, behavioral health and human services providers can feel more confident in their ability to support better outcomes and make a positive impact in the communities they serve.

You will learn:

  • Key steps to follow when developing and managing a treatment plan
  • Leveraging available clinical decision support tools
  • Incorporating lab results and assessment instruments
  • Configuring one treatment plan document for all programs
  • Measuring progress towards goals and objectives

By using quantitative data from standardized assessments and your clinical expertise to help inform and optimize your treatment process, your organization can:

  • Support better outcomes
  • Design effective plans of care
  • Develop data-driven treatment plans

Armed with the strategies shared in this webinar, you will be able to:

  • Leverage information from a variety of sources to help inform your treatment planning process
  • Describe treatment planning best practices that drive optimal results
  • Create treatment plans that work for each client





Heather Geerts
Director of Clinical Services, Zumbro Valley Health Center

In this role, Heather helps determine clinical best practice and oversees Zumbro Valley Health Center’s therapeutic direction. She also is the administrator for the Children’s Services Programs, Outpatient Psychotherapy and Psychiatry Departments, Behavioral Health Home Program, and CD Navigator Program.  She helped lead the CCBHC implementation for the agency and monitors compliance through the demonstration period. Ms. Geerts has a Masters of Social Work degree from the University of St. Thomas along with her certification as a licensed independent clinical social worker.


Christy Winter
Manager of Clinical Informatics and Outcomes, Qualifacts

As the Manager of Clinical Informatics and Outcomes at Qualifacts, Christy is responsible for all clinical features and outcomes capabilities within the CareLogic Behavioral Health and Human Services EHR platform. In addition, Christy is also responsible for working with the product team to ensure Care Logic integrates healthcare reform compliance and outcomes so customers have access to useful data in order to improve decision-making, enhance performance, and target areas for improvement.

Prior to joining Qualifacts, Christy held a variety of clinical leadership roles – most recently she serviced as the Director of CQI and Practice-Based Research at Families First, a children and family services nonprofit organization.

Christy earned a B.A. at Emory University and graduated from Georgia State University with a Master’s in Social Work.

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