Treatment Plan Writing

Overview

Treatment plan writing is the systematic documentation of clinical care strategies designed to address patient health conditions through evidence-based interventions, measurable goals, and structured follow-up. This skill provides comprehensive LaTeX templates and validation tools for creating concise, focused treatment plans (3-4 pages standard) across all medical specialties with full regulatory compliance.

Critical Principles:

1. CONCISE & ACTIONABLE: Treatment plans default to 3-4 pages maximum, focusing only on clinically essential information that impacts care decisions
2. Patient-Centered: Plans must be evidence-based, measurable, and compliant with healthcare regulations (HIPAA, documentation standards)
3. Minimal Citations: Use brief in-text citations only when needed to support clinical recommendations; avoid extensive bibliographies

Every treatment plan should include clear goals, specific interventions, defined timelines, monitoring parameters, and expected outcomes that align with patient preferences and current clinical guidelines - all presented as efficiently as possible.

When to Use This Skill

This skill should be used when:

• Creating individualized treatment plans for patient care
• Documenting therapeutic interventions for chronic disease management
• Developing rehabilitation programs (physical therapy, occupational therapy, cardiac rehab)
• Writing mental health and psychiatric treatment plans
• Planning perioperative and surgical care pathways
• Establishing pain management protocols
• Setting patient-centered goals using SMART criteria
• Coordinating multidisciplinary care across specialties
• Ensuring regulatory compliance in treatment documentation
• Generating professional treatment plans for medical records

Visual Enhancement with Scientific Schematics

⚠️ MANDATORY: Every treatment plan MUST include at least 1 AI-generated figure using the scientific-schematics skill.

This is not optional. Treatment plans benefit greatly from visual elements. Before finalizing any document:

1. Generate at minimum ONE schematic or diagram (e.g., treatment pathway flowchart, care coordination diagram, or therapy timeline)
2. For complex plans: include decision algorithm flowchart
3. For rehabilitation plans: include milestone progression diagram

How to generate figures:

• Use the scientific-schematics skill to generate AI-powered publication-quality diagrams
• Simply describe your desired diagram in natural language
• Nano Banana Pro will automatically generate, review, and refine the schematic

How to generate schematics:

python scripts/generate_schematic.py "your diagram description" -o figures/output.png

The AI will automatically:

• Create publication-quality images with proper formatting
• Review and refine through multiple iterations
• Ensure accessibility (colorblind-friendly, high contrast)
• Save outputs in the figures/ directory

When to add schematics:

• Treatment pathway flowcharts
• Care coordination diagrams
• Therapy progression timelines
• Multidisciplinary team interaction diagrams
• Medication management flowcharts
• Rehabilitation protocol visualizations
• Clinical decision algorithm diagrams
• Any complex concept that benefits from visualization

For detailed guidance on creating schematics, refer to the scientific-schematics skill documentation.

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Document Format and Best Practices

Document Length Options

Treatment plans come in three format options based on clinical complexity and use case:

Option 1: One-Page Treatment Plan (PREFERRED for most cases)

When to use: Straightforward clinical scenarios, standard protocols, busy clinical settings

Format: Single page containing all essential treatment information in scannable sections

• No table of contents needed
• No extensive narratives
• Focused on actionable items only
• Similar to precision oncology reports or treatment recommendation cards

Required sections (all on one page):

1. Header Box: Patient info, diagnosis, date, molecular/risk profile if applicable
2. Treatment Regimen: Numbered list of specific interventions
3. Supportive Care: Brief bullet points
4. Rationale: 1-2 sentence justification (optional for standard protocols)
5. Monitoring: Key parameters and frequency
6. Evidence Level: Guideline reference or evidence grade (e.g., "Level 1, FDA approved")
7. Expected Outcome: Timeline and success metrics

Design principles:

• Use small boxes/tables for organization (like the clinical treatment recommendation card format)
• Eliminate all non-essential text
• Use abbreviations familiar to clinicians
• Dense information layout - maximize information per square inch
• Think "quick reference card" not "comprehensive documentation"

Example structure:

[Patient ID/Diagnosis Box at top]

TARGET PATIENT POPULATION
  Number of patients, demographics, key features

PRIMARY TREATMENT REGIMEN
  • Medication 1: dose, frequency, duration
  • Procedure: specific details
  • Monitoring: what and when

SUPPORTIVE CARE
  • Key supportive medications

RATIONALE
  Brief clinical justification

MOLECULAR TARGETS / RISK FACTORS
  Relevant biomarkers or risk stratification

EVIDENCE LEVEL
  Guideline reference, trial data

MONITORING REQUIREMENTS
  Key labs/vitals, frequency

EXPECTED CLINICAL BENEFIT
  Primary endpoint, timeline

Option 2: Standard 3-4 Page Format

When to use: Moderate complexity, need for patient education materials, multidisciplinary coordination

Uses the Foundation Medicine first-page summary model with 2-3 additional pages of details.

Option 3: Extended 5-6 Page Format

When to use: Complex comorbidities, research protocols, extensive safety monitoring required

First Page Summary (Foundation Medicine Model)

CRITICAL REQUIREMENT: All treatment plans MUST have a complete executive summary on the first page ONLY, before any table of contents or detailed sections.

Following the Foundation Medicine model for precision medicine reporting and clinical summary documents, treatment plans begin with a one-page executive summary that provides immediate access to key actionable information. This entire summary must fit on the first page.

Required First Page Structure (in order):

1. Title and Subtitle

   • Main title: Treatment plan type (e.g., "Comprehensive Treatment Plan")
   • Subtitle: Specific condition or focus (e.g., "Type 2 Diabetes Mellitus - Young Adult Patient")

2. Report Information Box (using \begin{infobox} or \begin{patientinfo})

   • Report type/document purpose
   • Date of plan creation
   • Patient demographics (age, sex, de-identified)
   • Primary diagnosis with ICD-10 code
   • Report author/clinic (if applicable)
   • Analysis approach or framework used

3. Key Findings or Treatment Highlights (2-4 colored boxes using appropriate box types)

   • Primary Treatment Goals (using \begin{goalbox})
     • 2-3 SMART goals in bullet format
   • Main Interventions (using \begin{keybox} or \begin{infobox})
     • 2-3 key interventions (pharmacological, non-pharmacological, monitoring)
   • Critical Decision Points (using \begin{warningbox} if urgent)
     • Important monitoring thresholds or safety considerations
   • Timeline Overview (using \begin{infobox})
     • Brief treatment duration/phases
     • Key milestone dates

Visual Format Requirements:

• Use \thispagestyle{empty} to remove page numbers from first page
• All content must fit on page 1 (before \newpage)
• Use colored boxes (tcolorbox package) with different colors for different information types
• Boxes should be visually prominent and easy to scan
• Use concise, bullet-point format
• Table of contents (if included) starts on page 2
• Detailed sections start on page 3

Example First Page Structure:

\maketitle
\thispagestyle{empty}

% Report Information Box
\begin{patientinfo}
  Report Type, Date, Patient Info, Diagnosis, etc.
\end{patientinfo}

% Key Finding #1: Treatment Goals
\begin{goalbox}[Primary Treatment Goals]
  • Goal 1
  • Goal 2
  • Goal 3
\end{goalbox}

% Key Finding #2: Main Interventions
\begin{keybox}[Core Interventions]
  • Intervention 1
  • Intervention 2
  • Intervention 3
\end{keybox}

% Key Finding #3: Critical Monitoring (if applicable)
\begin{warningbox}[Critical Decision Points]
  • Decision point 1
  • Decision point 2
\end{warningbox}

\newpage
\tableofcontents  % TOC on page 2
\newpage  % Detailed content starts page 3

Concise Documentation

CRITICAL: Treatment plans MUST prioritize brevity and clinical relevance. Default to 3-4 pages maximum unless clinical complexity absolutely demands more detail.

Treatment plans should prioritize clarity and actionability over exhaustive detail:

• Focused: Include only clinically essential information that impacts care decisions
• Actionable: Emphasize what needs to be done, when, and why
• Efficient: Facilitate quick decision-making without sacrificing clinical quality
• Target length options:
  • 1-page format (preferred for straightforward cases): Quick-reference card with all essential information
  • 3-4 pages standard: Standard format with first-page summary + supporting details
  • 5-6 pages (rare): Only for highly complex cases with multiple comorbidities or multidisciplinary interventions

Streamlining Guidelines:

• First Page Summary: Use individual colored boxes to consolidate key information (goals, interventions, decision points) - this alone can often convey the essential treatment plan
• Eliminate Redundancy: If information is in the first-page summary, don't repeat it verbatim in detailed sections
• Patient Education section: 3-5 key bullet points on critical topics and warning signs only
• Risk Mitigation section: Highlight only critical medication safety concerns and emergency actions (not exhaustive lists)
• Expected Outcomes section: 2-3 concise statements on anticipated responses and timelines
• Interventions: Focus on primary interventions; secondary/supportive measures in brief bullet format
• Use tables and bullet points extensively for efficient presentation
• Avoid narrative prose where structured lists suffice
• Combine related sections when appropriate to reduce page count

Quality Over Quantity

The goal is professional, clinically complete documentation that respects clinicians' time while ensuring comprehensive patient care. Every section should add value; remove or condense sections that don't directly inform treatment decisions.

Citations and Evidence Support

Use minimal, targeted citations to support clinical recommendations:

• Text Citations Preferred: Use brief in-text citations (Author Year) or simple references rather than extensive bibliographies unless specifically requested
• When to Cite:
  • Clinical practice guideline recommendations (e.g., "per ADA 2024 guidelines")
  • Specific medication dosing or protocols (e.g., "ACC/AHA recommendations")
  • Novel or controversial interventions requiring evidence support
  • Risk stratification tools or validated assessment scales
• When NOT to Cite:
  • Standard-of-care interventions widely accepted in the field
  • Basic medical facts and routine clinical practices
  • General patient education content
• Citation Format:
  • Inline: "Initiate metformin as first-line therapy (ADA Standards of Care 2024)"
  • Minimal: "Treatment follows ACC/AHA heart failure guidelines"
  • Avoid formal numbered references and extensive bibliography sections unless document is for academic/research purposes
• Keep it Brief: A 3-4 page treatment plan should have 0-3 citations maximum, only where essential for clinical credibility or novel recommendations

Core Capabilities

1. General Medical Treatment Plans

General medical treatment plans address common chronic conditions and acute medical issues requiring structured therapeutic interventions.

Standard Components

Patient Information (De-identified)

• Demographics (age, sex, relevant medical background)
• Active medical conditions and comorbidities
• Current medications and allergies
• Relevant social and family history
• Functional status and baseline assessments
• HIPAA Compliance: Remove all 18 identifiers per Safe Harbor method

Diagnosis and Assessment Summary

• Primary diagnosis with ICD-10 code
• Secondary diagnoses and comorbidities
• Severity classification and staging
• Functional limitations and quality of life impact
• Risk stratification (e.g., cardiovascular risk, fall risk)
• Prognostic indicators

Treatment Goals (SMART Format)

Short-term goals (1-3 months):

• Specific: Clearly defined outcome (e.g., "Reduce HbA1c to <7%")
• Measurable: Quantifiable metrics (e.g., "Decrease systolic BP by 10 mmHg")
• Achievable: Realistic given patient capabilities
• Relevant: Aligned with patient priorities and values
• Time-bound: Specific timeframe (e.g., "within 8 weeks")

Long-term goals (6-12 months):

• Disease control or remission targets
• Functional improvement objectives
• Quality of life enhancement
• Prevention of complications
• Maintenance of independence

Interventions

Pharmacological:

• Medications with specific dosages, routes, frequencies
• Titration schedules and target doses
• Drug-drug interaction considerations
• Monitoring for adverse effects
• Medication reconciliation

Non-pharmacological:

• Lifestyle modifications (diet, exercise, smoking cessation)
• Behavioral interventions
• Patient education and self-management
• Monitoring and self-tracking (glucose, blood pressure, weight)
• Assistive devices or adaptive equipment

Procedural:

• Planned procedures or interventions
• Referrals to specialists
• Diagnostic testing schedule
• Preventive care (vaccinations, screenings)

Timeline and Schedule

• Treatment phases with specific timeframes
• Appointment frequency (weekly, monthly, quarterly)
• Milestone assessments and goal evaluations
• Medication adjustments schedule
• Expected duration of treatment

Monitoring Parameters

• Clinical outcomes to track (vital signs, lab values, symptoms)
• Assessment tools and scales (e.g., PHQ-9, pain scales)
• Frequency of monitoring
• Thresholds for intervention or escalation
• Patient-reported outcomes

Expected Outcomes

• Primary outcome measures
• Success criteria and benchmarks
• Expected timeline for improvement
• Criteria for treatment modification
• Long-term prognosis

Follow-up Plan

• Scheduled appointments and reassessments
• Communication plan (phone calls, secure messaging)
• Emergency contact procedures
• Criteria for urgent evaluation
• Transition or discharge planning

Patient Education

• Understanding of condition and treatment rationale
• Self-management skills training
• Medication administration and adherence
• Warning signs and when to seek help
• Resources and support services

Risk Mitigation

• Potential adverse effects and management
• Drug interactions and contraindications
• Fall prevention, infection prevention
• Emergency action plans
• Safety monitoring

Common Applications

• Diabetes mellitus management
• Hypertension control
• Heart failure treatment
• COPD management
• Asthma care plans
• Hyperlipidemia treatment
• Osteoarthritis management
• Chronic kidney disease

2. Rehabilitation Treatment Plans

Rehabilitation plans focus on restoring function, improving mobility, and enhancing quality of life through structured therapeutic programs.

Core Components

Functional Assessment

• Baseline functional status (ADLs, IADLs)
• Range of motion, strength, balance, endurance
• Gait analysis and mobility assessment
• Standardized measures (FIM, Barthel Index, Berg Balance Scale)
• Environmental assessment (home safety, accessibility)

Rehabilitation Goals

Impairment-level goals:

• Improve shoulder flexion to 140 degrees
• Increase quadriceps strength by 2/5 MMT grades
• Enhance balance (Berg Score >45/56)

Activity-level goals:

• Independent ambulation 150 feet with assistive device
• Climb 12 stairs with handrail supervision
• Transfer bed-to-chair independently

Participation-level goals:

• Return to work with modifications
• Resume recreational activities
• Independent community mobility

Therapeutic Interventions

Physical Therapy:

• Therapeutic exercises (strengthening, stretching, endurance)
• Manual therapy techniques
• Gait training and balance activities
• Modalities (heat, ice, electrical stimulation, ultrasound)
• Assistive device training

Occupational Therapy:

• ADL training (bathing, dressing, grooming, feeding)
• Upper extremity strengthening and coordination
• Adaptive equipment and modifications
• Energy conservation techniques
• Cognitive rehabilitation

Speech-Language Pathology:

• Swallowing therapy and dysphagia management
• Communication strategies and augmentative devices
• Cognitive-linguistic therapy
• Voice therapy

Other Services:

• Recreational therapy
• Aquatic therapy
• Cardiac rehabilitation
• Pulmonary rehabilitation
• Vestibular rehabilitation

Treatment Schedule

• Frequency: 3x/week PT, 2x/week OT (example)
• Session duration: 45-60 minutes
• Treatment phase durations (acute, subacute, maintenance)
• Expected total duration: 8-12 weeks
• Reassessment intervals

Progress Monitoring

• Weekly functional assessments
• Standardized outcome measures
• Goal attainment scaling
• Pain and symptom tracking
• Patient satisfaction

Home Exercise Program

• Specific exercises with repetitions/sets/frequency
• Precautions and safety instructions
• Progression criteria
• Self-monitoring strategies

Specialty Rehabilitation

• Post-stroke rehabilitation
• Orthopedic rehabilitation (joint replacement, fracture)
• Cardiac rehabilitation (post-MI, post-surgery)
• Pulmonary rehabilitation
• Vestibular rehabilitation
• Neurological rehabilitation
• Sports injury rehabilitation

3. Mental Health Treatment Plans

Mental health treatment plans address psychiatric conditions through integrated psychotherapeutic, pharmacological, and psychosocial interventions.

Essential Components

Psychiatric Assessment

• Primary psychiatric diagnosis (DSM-5 criteria)
• Symptom severity and functional impairment
• Co-occurring mental health conditions
• Substance use assessment
• Suicide/homicide risk assessment
• Trauma history and PTSD screening
• Social determinants of mental health

Treatment Goals

Symptom reduction:

• Decrease depression severity (PHQ-9 score from 18 to <10)
• Reduce anxiety symptoms (GAD-7 score <5)
• Improve sleep quality (Pittsburgh Sleep Quality Index)
• Stabilize mood (reduced mood episodes)

Functional improvement:

• Return to work or school
• Improve social relationships and support
• Enhance coping skills and emotional regulation
• Increase engagement in meaningful activities

Recovery-oriented goals:

• Build resilience and self-efficacy
• Develop crisis management skills
• Establish sustainable wellness routines
• Achieve personal recovery goals

Therapeutic Interventions

Psychotherapy:

• Evidence-based modality (CBT, DBT, ACT, psychodynamic, IPT)
• Session frequency (weekly, biweekly)
• Treatment duration (12-16 weeks, ongoing)
• Specific techniques and targets
• Group therapy participation

Psychopharmacology:

• Medication class and rationale
• Starting dose and titration schedule
• Target symptoms
• Expected response timeline (2-4 weeks for antidepressants)
• Side effect monitoring
• Combination therapy considerations

Psychosocial Interventions:

• Case management services
• Peer support programs
• Family therapy or psychoeducation
• Vocational rehabilitation
• Supported housing or community integration
• Substance abuse treatment

Safety Planning

• Crisis contacts and emergency services
• Warning signs and triggers
• Coping strategies and self-soothing techniques
• Safe environment modifications
• Means restriction (firearms, medications)
• Support system activation

Monitoring and Assessment

• Symptom rating scales (weekly or biweekly)
• Medication adherence and side effects
• Suicidal ideation screening
• Functional status assessments
• Treatment engagement and therapeutic alliance

Patient and Family Education

• Psychoeducation about diagnosis
• Treatment rationale and expectations
• Medication information
• Relapse prevention strategies
• Community resources

Mental Health Conditions

• Major depressive disorder
• Anxiety disorders (GAD, panic, social anxiety)
• Bipolar disorder
• Schizophrenia and psychotic disorders
• PTSD and trauma-related disorders
• Eating disorders
• Substance use disorders
• Personality disorders

4. Chronic Disease Management Plans

Comprehensive long-term care plans for chronic conditions requiring ongoing monitoring, treatment adjustments, and multidisciplinary coordination.

Key Features

Disease-Specific Targets

• Evidence-based treatment goals per guidelines
• Stage-appropriate interventions
• Complication prevention strategies
• Disease progression monitoring

Self-Management Support

• Patient activation and engagement
• Shared decision-making
• Action plans for symptom changes
• Technology-enabled monitoring (apps, remote monitoring)

Care Coordination

• Primary care physician oversight
• Specialist consultations and co-management
• Care transitions (hospital to home)
• Medication management across providers
• Communication protocols

Population Health Integration

• Registry tracking and outreach
• Preventive care and screening schedules
• Quality measure reporting
• Care gaps identification

Applicable Conditions

• Type 1 and Type 2 diabetes
• Cardiovascular disease (CHF, CAD)
• Chronic respiratory diseases (COPD, asthma)
• Chronic kidney disease
• Inflammatory bowel disease
• Rheumatoid arthritis and autoimmune conditions
• HIV/AIDS
• Cancer survivorship care

5. Perioperative Care Plans

Structured plans for surgical and procedural patients covering preoperative preparation, intraoperative management, and postoperative recovery.

Components

Preoperative Assessment

• Surgical indication and planned procedure
• Preoperative risk stratification (ASA class, cardiac risk)
• Optimization of medical conditions
• Medication management (continuation, discontinuation)
• Preoperative testing and clearances
• Informed consent and patient education

Perioperative Interventions

• Enhanced recovery after surgery (ERAS) protocols
• Venous thromboembolism prophylaxis
• Antibiotic prophylaxis
• Glycemic control strategies
• Pain management plan (multimodal analgesia)

Postoperative Care

• Immediate recovery goals (24-48 hours)
• Early mobilization protocols
• Diet advancement
• Wound care and drain management
• Pain control regimen
• Complication monitoring

Discharge Planning

• Activity restrictions and progression
• Medication reconciliation
• Follow-up appointments
• Home health or rehabilitation services
• Return-to-work timeline

6. Pain Management Plans

Multimodal approaches to acute and chronic pain using evidence-based interventions and opioid-sparing strategies.

Comprehensive Components

Pain Assessment

• Pain location, quality, intensity (0-10 scale)
• Temporal pattern (constant, intermittent, breakthrough)
• Aggravating and alleviating factors
• Functional impact (sleep, activities, mood)
• Previous treatments and responses
• Psychosocial contributors

Multimodal Interventions

Pharmacological:

• Non-opioid analgesics (acetaminophen, NSAIDs)
• Adjuvant medications (antidepressants, anticonvulsants, muscle relaxants)
• Topical agents (lidocaine, capsaicin, diclofenac)
• Opioid therapy (when appropriate, with risk mitigation)
• Titration and rotation strategies

Interventional Procedures:

• Nerve blocks and injections
• Radiofrequency ablation
• Spinal cord stimulation
• Intrathecal drug delivery

Non-pharmacological:

• Physical therapy and exercise
• Cognitive-behavioral therapy for pain
• Mindfulness and relaxation techniques
• Acupuncture
• TENS units

Opioid Safety (when prescribed)

• Indication and planned duration
• Prescription drug monitoring program (PDMP) check
• Opioid risk assessment tools
• Naloxone prescription
• Treatment agreements
• Random urine drug screening
• Frequent follow-up and reassessment

Functional Goals

• Specific activity improvements
• Sleep quality enhancement
• Reduced pain interference
• Improved quality of life
• Return to work or meaningful activities

Best Practices

Brevity and Focus (HIGHEST PRIORITY)

Treatment plans MUST be concise and focused on actionable clinical information:

• 1-page format is PREFERRED: For most clinical scenarios, a single-page treatment plan (like precision oncology reports) provides all necessary information
• Default to shortest format possible: Start with 1-page; only expand if clinical complexity genuinely requires it
• Every sentence must add value: If a section doesn't change clinical decision-making, omit it entirely
• Think "quick reference card" not "comprehensive textbook": Busy clinicians need scannable, dense information
• Avoid academic verbosity: This is clinical documentation, not a literature review or teaching document
• Maximum lengths by complexity:
  • Simple/standard cases: 1 page
  • Moderate complexity: 3-4 pages (first-page summary + details)
  • High complexity (rare): 5-6 pages maximum

First Page Summary (Most Important)

ALWAYS create a one-page executive summary as the first page:

• The first page must contain ONLY: Title, Report Info Box, and Key Findings boxes
• This provides an at-a-glance overview similar to precision medicine reports
• Table of contents and detailed sections start on page 2 or later
• Think of it as a "clinical highlights" page that a busy clinician can scan in 30 seconds
• Use 2-4 colored boxes for different key findings (goals, interventions, decision points)
• A strong first page can often stand alone - subsequent pages are for details, not repetition

SMART Goal Setting

All treatment goals should meet SMART criteria:

• Specific: "Improve HbA1c to <7%" not "Better diabetes control"
• Measurable: Use quantifiable metrics, validated scales, objective measures
• Achievable: Consider patient capabilities, resources, social support
• Relevant: Align with patient values, priorities, and life circumstances
• Time-bound: Define clear timeframes for goal achievement and reassessment

Patient-Centered Care

✓ Shared Decision-Making: Involve patients in goal-setting and treatment choices
✓ Cultural Competence: Respect cultural beliefs, language preferences, health literacy
✓ Patient Preferences: Honor treatment preferences and personal values
✓ Individualization: Tailor plans to patient's unique circumstances
✓ Empowerment: Support patient activation and self-management

Evidence-Based Practice

✓ Clinical Guidelines: Follow current specialty society recommendations
✓ Quality Measures: Incorporate HEDIS, CMS quality measures
✓ Comparative Effectiveness: Use treatments with proven efficacy
✓ Avoid Low-Value Care: Eliminate unnecessary tests and interventions
✓ Stay Current: Update plans based on emerging evidence

Documentation Standards

✓ Completeness: Include all required elements
✓ Clarity: Use clear, professional medical language
✓ Accuracy: Ensure factual correctness and current information
✓ Timeliness: Document plans promptly
✓ Legibility: Professional formatting and organization
✓ Signature and Date: Authenticate all treatment plans

Regulatory Compliance

✓ HIPAA Privacy: De-identify all protected health information
✓ Informed Consent: Document patient understanding and agreement
✓ Billing Support: Include documentation to support medical necessity
✓ Quality Reporting: Enable extraction of quality metrics
✓ Legal Protection: Maintain defensible clinical documentation

Multidisciplinary Coordination

✓ Team Communication: Share plans across care team
✓ Role Clarity: Define responsibilities for each team member
✓ Care Transitions: Ensure continuity across settings
✓ Specialist Integration: Coordinate with subspecialty care
✓ Patient-Centered Medical Home: Align with PCMH principles

LaTeX Template Usage

Template Selection

Choose the appropriate template based on clinical context and desired length:

Concise Templates (PREFERRED)

1. one_page_treatment_plan.tex - FIRST CHOICE for most cases
   • All clinical specialties
   • Standard protocols and straightforward cases
   • Quick-reference format similar to precision oncology reports
   • Dense, scannable, clinician-focused
   • Use this unless complexity demands more detail

Standard Templates (3-4 pages)

Use only when one-page format is insufficient due to complexity:

2. general_medical_treatment_plan.tex - Primary care, chronic disease, general medicine
3. rehabilitation_treatment_plan.tex - PT/OT, post-surgery, injury recovery
4. mental_health_treatment_plan.tex - Psychiatric conditions, behavioral health
5. chronic_disease_management_plan.tex - Complex chronic diseases, multiple conditions
6. perioperative_care_plan.tex - Surgical patients, procedural care
7. pain_management_plan.tex - Acute or chronic pain conditions

Note: Even when using standard templates, adapt them to be concise (3-4 pages max) by removing non-essential sections.

Template Structure

All LaTeX templates include:

• Professional formatting with appropriate margins and fonts
• Structured sections for all required components
• Tables for medications, interventions, timelines
• Goal-tracking sections with SMART criteria
• Space for provider signatures and dates
• HIPAA-compliant de-identification guidance
• Comments with detailed instructions

Generating PDFs

# Compile LaTeX template to PDF
pdflatex general_medical_treatment_plan.tex

# For templates with references
pdflatex treatment_plan.tex
bibtex treatment_plan
pdflatex treatment_plan.tex
pdflatex treatment_plan.tex

Validation and Quality Assurance

Completeness Checking

Use validation scripts to ensure all required sections are present:

python check_completeness.py my_treatment_plan.tex

The script checks for:

• Patient information section
• Diagnosis and assessment
• SMART goals (short-term and long-term)
• Interventions (pharmacological, non-pharmacological)
• Timeline and schedule
• Monitoring parameters
• Expected outcomes
• Follow-up plan
• Patient education
• Risk mitigation

Treatment Plan Validation

Comprehensive validation of treatment plan quality:

python validate_treatment_plan.py my_treatment_plan.tex

Validation includes:

• SMART goal criteria assessment
• Evidence-based intervention verification
• Timeline feasibility check
• Monitoring parameter adequacy
• Safety and risk mitigation review
• Regulatory compliance check

Quality Checklist

Review treatment plans against the quality checklist (quality_checklist.md):

Clinical Quality

• Diagnosis is accurate and properly coded (ICD-10)
• Goals are SMART and patient-centered
• Interventions are evidence-based and guideline-concordant
• Timeline is realistic and clearly defined
• Monitoring plan is comprehensive
• Safety considerations are addressed

Patient-Centered Care

• Patient preferences and values incorporated
• Shared decision-making documented
• Health literacy appropriate language
• Cultural considerations addressed
• Patient education plan included

Regulatory Compliance

• HIPAA-compliant de-identification
• Medical necessity documented
• Informed consent noted
• Provider signature and credentials
• Date of plan creation/revision

Coordination and Communication

• Specialist referrals documented
• Care team roles defined
• Follow-up schedule clear
• Emergency contacts provided
• Transition planning addressed

Integration with Other Skills

Clinical Reports Integration

Treatment plans often accompany other clinical documentation:

• SOAP Notes (clinical-reports skill): Document ongoing implementation
• H&P (clinical-reports skill): Initial assessment informs treatment plan
• Discharge Summaries (clinical-reports skill): Summarize treatment plan execution
• Progress Notes: Track goal achievement and plan modifications

Scientific Writing Integration

Evidence-based treatment planning requires literature support:

• Citation Management (citation-management skill): Reference clinical guidelines
• Literature Review (literature-review skill): Understand treatment evidence base
• Research Lookup (research-lookup skill): Find current best practices

Research Integration

Treatment plans may be developed for clinical trials or research studies:

• Research Grants (research-grants skill): Treatment protocols for funded studies
• Clinical Trial Reports (clinical-reports skill): Intervention documentation

Common Use Cases

Example 1: Type 2 Diabetes Management

Scenario: 58-year-old patient with newly diagnosed Type 2 diabetes, HbA1c 8.5%, BMI 32

Template: general_medical_treatment_plan.tex

Goals:

• Short-term: Reduce HbA1c to <7.5% in 3 months
• Long-term: Achieve HbA1c <7%, lose 15 pounds in 6 months

Interventions:

• Pharmacological: Metformin 500mg BID, titrate to 1000mg BID
• Lifestyle: Mediterranean diet, 150 min/week moderate exercise
• Education: Diabetes self-management education, glucose monitoring

Example 2: Post-Stroke Rehabilitation

Scenario: 70-year-old patient s/p left MCA stroke with right hemiparesis

Template: rehabilitation_treatment_plan.tex

Goals:

• Short-term: Improve right arm strength 2/5 to 3/5 in 4 weeks
• Long-term: Independent ambulation 150 feet with cane in 12 weeks

Interventions:

• PT 3x/week: Gait training, balance, strengthening
• OT 3x/week: ADL training, upper extremity function
• SLP 2x/week: Dysphagia therapy

Example 3: Major Depressive Disorder

Scenario: 35-year-old with moderate depression, PHQ-9 score 16

Template: mental_health_treatment_plan.tex

Goals:

• Short-term: Reduce PHQ-9 to <10 in 8 weeks
• Long-term: Achieve remission (PHQ-9 <5), return to work

Interventions:

• Psychotherapy: CBT weekly sessions
• Medication: Sertraline 50mg daily, titrate to 100mg
• Lifestyle: Sleep hygiene, exercise 30 min 5x/week

Example 4: Total Knee Arthroplasty

Scenario: 68-year-old scheduled for right TKA for osteoarthritis

Template: perioperative_care_plan.tex

Preoperative Goals:

• Optimize diabetes control (glucose <180)
• Discontinue anticoagulation per protocol
• Complete medical clearance

Postoperative Goals:

• Ambulate 50 feet by POD 1
• 90-degree knee flexion by POD 3
• Discharge home with PT services by POD 2-3

Example 5: Chronic Low Back Pain

Scenario: 45-year-old with chronic non-specific low back pain, pain 7/10

Template: pain_management_plan.tex

Goals:

• Short-term: Reduce pain to 4/10 in 6 weeks
• Long-term: Return to work full-time, pain 2-3/10

Interventions:

• Pharmacological: Gabapentin 300mg TID, duloxetine 60mg daily
• PT: Core strengthening, McKenzie exercises 2x/week x 8 weeks
• Behavioral: CBT for pain, mindfulness meditation
• Interventional: Consider lumbar ESI if inadequate response

Professional Standards and Guidelines

Treatment plans should align with:

General Medicine

• American Diabetes Association (ADA) Standards of Care
• ACC/AHA Cardiovascular Guidelines
• GOLD COPD Guidelines
• JNC-8 Hypertension Guidelines
• KDIGO Chronic Kidney Disease Guidelines

Rehabilitation

• APTA Clinical Practice Guidelines
• AOTA Practice Guidelines
• Cardiac Rehabilitation Guidelines (AHA/AACVPR)
• Stroke Rehabilitation Guidelines

Mental Health

• APA Practice Guidelines
• VA/DoD Clinical Practice Guidelines
• NICE Guidelines (National Institute for Health and Care Excellence)
• Cochrane Reviews for psychiatric interventions

Pain Management

• CDC Opioid Prescribing Guidelines
• AAPM/APS Chronic Pain Guidelines
• WHO Pain Ladder
• Multimodal Analgesia Best Practices

Timeline Generation

Use the timeline generator script to create visual treatment timelines:

python timeline_generator.py --plan my_treatment_plan.tex --output timeline.pdf

Generates:

• Gantt chart of treatment phases
• Milestone markers for goal assessments
• Medication titration schedules
• Follow-up appointment calendar
• Intervention intensity over time

Support and Resources

Template Generation

Interactive template selection:

cd .claude/skills/treatment-plans/scripts
python generate_template.py

# Or specify type directly
python generate_template.py --type mental_health --output depression_treatment_plan.tex

Validation Workflow

1. Create treatment plan using appropriate LaTeX template
2. Check completeness: python check_completeness.py plan.tex
3. Validate quality: python validate_treatment_plan.py plan.tex
4. Review checklist: Compare against quality_checklist.md
5. Generate PDF: pdflatex plan.tex
6. Review with patient: Ensure understanding and agreement
7. Implement and document: Track progress in clinical notes

Additional Resources

• Clinical practice guidelines from specialty societies
• AHRQ Effective Health Care Program
• Cochrane Library for intervention evidence
• UpToDate and DynaMed for treatment recommendations
• CMS Quality Measures and HEDIS specifications

Professional Document Styling

Overview

Treatment plans can be enhanced with professional medical document styling using the medical_treatment_plan.sty LaTeX package. This custom style transforms plain academic documents into visually appealing, color-coded clinical documents that maintain scientific rigor while improving readability and usability.

Medical Treatment Plan Style Package

The medical_treatment_plan.sty package (located in assets/medical_treatment_plan.sty) provides:

Professional Color Scheme

• Primary Blue (RGB: 0, 102, 153): Headers, section titles, primary accents
• Secondary Blue (RGB: 102, 178, 204): Light backgrounds, subtle accents
• Accent Blue (RGB: 0, 153, 204): Hyperlinks, key highlights
• Success Green (RGB: 0, 153, 76): Goals, positive outcomes
• Warning Red (RGB: 204, 0, 0): Warnings, critical information
• Dark Gray (RGB: 64, 64, 64): Body text
• Light Gray (RGB: 245, 245, 245): Background fills

Styled Elements

• Custom colored headers and footers with professional rules
• Blue section titles with underlines for clear hierarchy
• Enhanced table formatting with colored headers and alternating rows
• Optimized list spacing with colored bullets and numbering
• Professional page layout with appropriate margins

Custom Information Boxes

The style package includes five specialized box environments for organizing clinical information:

1. Info Box (Blue Border, Light Gray Background)

For general information, clinical assessments, and testing schedules:

\begin{infobox}[Title]
  \textbf{Key Information:}
  \begin{itemize}
    \item Clinical assessment details
    \item Testing schedules
    \item General guidance
  \end{itemize}
\end{infobox}

Use cases: Metabolic status, baseline assessments, monitoring schedules, titration protocols

2. Warning Box (Red Border, Yellow Background)

For critical decision points, safety protocols, and alerts:

\begin{warningbox}[Alert Title]
  \textbf{Important Safety Information:}
  \begin{itemize}
    \item Critical drug interactions
    \item Safety monitoring requirements
    \item Red flag symptoms requiring immediate action
  \end{itemize}
\end{warningbox}

Use cases: Medication safety, decision points, contraindications, emergency protocols

3. Goal Box (Green Border, Green-Tinted Background)

For treatment goals, targets, and success criteria:

\begin{goalbox}[Treatment Goals]
  \textbf{Primary Objectives:}
  \begin{itemize}
    \item Reduce HbA1c to <7\% within 3 months
    \item Achieve 5-7\% weight loss in 12 weeks
    \item Complete diabetes education program
  \end{itemize}
\end{goalbox}

Use cases: SMART goals, target outcomes, success metrics, CGM goals

4. Key Points Box (Blue Background)

For executive summaries, key takeaways, and important recommendations:

\begin{keybox}[Key Highlights]
  \textbf{Essential Points:}
  \begin{itemize}
    \item Main therapeutic approach
    \item Critical patient instructions
    \item Priority interventions
  \end{itemize}
\end{keybox}

Use cases: Plan overview, plate method instructions, important dietary guidelines

5. Emergency Box (Large Red Design)

For emergency contacts and urgent protocols:

\begin{emergencybox}
  \begin{itemize}
    \item \textbf{Emergency Services:} 911
    \item \textbf{Endocrinology Office:} [Phone] (business hours)
    \item \textbf{After-Hours Hotline:} [Phone] (nights/weekends)
    \item \textbf{Pharmacy:} [Phone and location]
  \end{itemize}
\end{emergencybox}

Use cases: Emergency contacts, critical hotlines, urgent resource information

6. Patient Info Box (White with Blue Border)

For patient demographics and baseline information:

\begin{patientinfo}
  \begin{tabular}{ll}
    \textbf{Age:} & 23 years \\
    \textbf{Sex:} & Male \\
    \textbf{Diagnosis:} & Type 2 Diabetes Mellitus \\
    \textbf{Plan Start Date:} & \today \\
  \end{tabular}
\end{patientinfo}

Use cases: Patient information sections, demographic data

Professional Table Formatting

Enhanced table environment with medical styling:

\begin{medtable}{Caption Text}
\begin{tabular}{|p{5cm}|p{4cm}|p{4.5cm}|}
\hline
\tableheadercolor  % Blue header with white text
\textcolor{white}{\textbf{Column 1}} & 
\textcolor{white}{\textbf{Column 2}} & 
\textcolor{white}{\textbf{Column 3}} \\
\hline
Data row 1 content & Value 1 & Details 1 \\
\hline
\tablerowcolor  % Alternating light gray row
Data row 2 content & Value 2 & Details 2 \\
\hline
Data row 3 content & Value 3 & Details 3 \\
\hline
\end{tabular}
\caption{Table caption}
\end{medtable}

Features:

• Blue headers with white text for visual prominence
• Alternating row colors (\tablerowcolor) for improved readability
• Automatic centering and spacing
• Professional borders and padding

Using the Style Package

Basic Setup

1. Add to document preamble:

% !TEX program = xelatex
\documentclass[11pt,letterpaper]{article}

% Use custom medical treatment plan style
\usepackage{medical_treatment_plan}
\usepackage{natbib}

\begin{document}
\maketitle
% Your content here
\end{document}

2. Ensure style file is in same directory as your .tex file, or install to LaTeX path

3. Compile with XeLaTeX (recommended for best results):

xelatex treatment_plan.tex
bibtex treatment_plan
xelatex treatment_plan.tex
xelatex treatment_plan.tex

Custom Title Page

The package automatically formats the title with a professional blue header:

\title{\textbf{Individualized Diabetes Treatment Plan}\\
\large{23-Year-Old Male Patient with Type 2 Diabetes}}
\author{Comprehensive Care Plan}
\date{\today}

\begin{document}
\maketitle

This creates an eye-catching blue box with white text and clear hierarchy.

Compilation Requirements

Required LaTeX Packages (automatically loaded by the style):

• geometry - Page layout and margins
• xcolor - Color support
• tcolorbox with [most] library - Custom colored boxes
• tikz - Graphics and drawing
• fontspec - Font management (XeLaTeX/LuaLaTeX)
• fancyhdr - Custom headers and footers
• titlesec - Section styling
• enumitem - Enhanced list formatting
• booktabs - Professional table rules
• longtable - Multi-page tables
• array - Enhanced table features
• colortbl - Colored table cells
• hyperref - Hyperlinks and PDF metadata
• natbib - Bibliography management

Recommended Compilation:

# Using XeLaTeX (best font support)
xelatex document.tex
bibtex document
xelatex document.tex
xelatex document.tex

# Using PDFLaTeX (alternative)
pdflatex document.tex
bibtex document
pdflatex document.tex
pdflatex document.tex

Customization Options

Changing Colors

Edit the style file to modify the color scheme:

% In medical_treatment_plan.sty
\definecolor{primaryblue}{RGB}{0, 102, 153}      % Modify these
\definecolor{secondaryblue}{RGB}{102, 178, 204}
\definecolor{accentblue}{RGB}{0, 153, 204}
\definecolor{successgreen}{RGB}{0, 153, 76}
\definecolor{warningred}{RGB}{204, 0, 0}

Adjusting Page Layout

Modify geometry settings in the style file:

\RequirePackage[margin=1in, top=1.2in, bottom=1.2in]{geometry}

Custom Fonts (XeLaTeX only)

Uncomment and modify in the style file:

\setmainfont{Your Preferred Font}
\setsansfont{Your Sans-Serif Font}

Header/Footer Customization

Modify in the style file:

\fancyhead[L]{\color{primaryblue}\sffamily\small\textbf{Treatment Plan Title}}
\fancyhead[R]{\color{darkgray}\sffamily\small Patient Info}

Style Package Download and Installation

Option 1: Copy to Project Directory

Copy assets/medical_treatment_plan.sty to the same directory as your .tex file.

Option 2: Install to User TeX Directory

# Find your local texmf directory
kpsewhich -var-value TEXMFHOME

# Copy to appropriate location (usually ~/texmf/tex/latex/)
mkdir -p ~/texmf/tex/latex/medical_treatment_plan
cp assets/medical_treatment_plan.sty ~/texmf/tex/latex/medical_treatment_plan/

# Update TeX file database
texhash ~/texmf

Option 3: System-Wide Installation

# Copy to system texmf directory (requires sudo)
sudo cp assets/medical_treatment_plan.sty /usr/local/texlive/texmf-local/tex/latex/
sudo texhash

Additional Professional Styles (Optional)

Other medical/clinical document styles available from CTAN:

Journal Styles:

# Install via TeX Live Manager
tlmgr install nejm        # New England Journal of Medicine
tlmgr install jama        # JAMA style
tlmgr install bmj         # British Medical Journal

General Professional Styles:

tlmgr install apa7        # APA 7th edition (health sciences)
tlmgr install IEEEtran    # IEEE (medical devices/engineering)
tlmgr install springer    # Springer journals

Download from CTAN:

• Visit: https://ctan.org/
• Search for medical document classes
• Download and install per package instructions

Troubleshooting

Issue: Package not found

# Install missing packages via TeX Live Manager
sudo tlmgr update --self
sudo tlmgr install tcolorbox tikz pgf

Issue: Missing characters (✓, ≥, etc.)

• Use XeLaTeX instead of PDFLaTeX
• Or replace with LaTeX commands: $\checkmark$, $\geq$
• Requires amssymb package for math symbols

Issue: Header height warnings

• Style file sets \setlength{\headheight}{22pt}
• Adjust if needed for your content

Issue: Boxes not rendering

# Ensure complete tcolorbox installation
sudo tlmgr install tcolorbox tikz pgf

Issue: Font not found (XeLaTeX)

• Comment out custom font lines in .sty file
• Or install specified fonts on your system

Best Practices for Styled Documents

1. Appropriate Box Usage

   • Match box type to content purpose (goals→green, warnings→yellow/red)
   • Don't overuse boxes; reserve for truly important information
   • Keep box content concise and focused

2. Visual Hierarchy

   • Use section styling for structure
   • Boxes for emphasis and organization
   • Tables for comparative data
   • Lists for sequential or grouped items

3. Color Consistency

   • Stick to defined color scheme
   • Use \textcolor{primaryblue}{\textbf{Text}} for emphasis
   • Maintain consistent meaning (red=warning, green=goals)

4. White Space

   • Don't overcrowd pages with boxes
   • Use \vspace{0.5cm} between major sections
   • Allow breathing room around colored elements

5. Professional Appearance

   • Maintain readability as top priority
   • Ensure sufficient contrast for accessibility
   • Test print output in grayscale
   • Keep styling consistent throughout document

6. Table Formatting

   • Use \tableheadercolor for all header rows
   • Apply \tablerowcolor to alternating rows in tables >3 rows
   • Keep column widths balanced
   • Use \small\sffamily for large tables

Example: Styled Treatment Plan Structure

% !TEX program = xelatex
\documentclass[11pt,letterpaper]{article}
\usepackage{medical_treatment_plan}
\usepackage{natbib}

\title{\textbf{Comprehensive Treatment Plan}\\
\large{Patient-Centered Care Strategy}}
\author{Multidisciplinary Care Team}
\date{\today}

\begin{document}
\maketitle

\section*{Patient Information}
\begin{patientinfo}
  % Demographics table
\end{patientinfo}

\section{Executive Summary}
\begin{keybox}[Plan Overview]
  % Key highlights
\end{keybox}

\section{Treatment Goals}
\begin{goalbox}[SMART Goals - 3 Months]
  \begin{medtable}{Primary Treatment Targets}
    % Goals table with colored headers
  \end{medtable}
\end{goalbox}

\section{Medication Plan}
\begin{infobox}[Titration Schedule]
  % Medication instructions
\end{infobox}

\begin{warningbox}[Critical Decision Point]
  % Important safety information
\end{warningbox}

\section{Emergency Protocols}
\begin{emergencybox}
  % Emergency contacts
\end{emergencybox}

\bibliographystyle{plainnat}
\bibliography{references}
\end{document}

Benefits of Professional Styling

Clinical Practice:

• Faster information scanning during patient encounters
• Clear visual hierarchy for critical vs. routine information
• Professional appearance suitable for patient-facing documents
• Color-coded sections reduce cognitive load

Educational Use:

• Enhanced readability for teaching materials
• Visual differentiation of concept types (goals, warnings, procedures)
• Professional presentation for case discussions
• Print and digital-ready formats

Documentation Quality:

• Modern, polished appearance
• Maintains clinical accuracy while improving aesthetics
• Standardized formatting across treatment plans
• Easy to customize for institutional branding

Patient Engagement:

• More approachable than dense text documents
• Color coding helps patients identify key sections
• Professional appearance builds trust
• Clear organization facilitates understanding

Ethical Considerations

Informed Consent

All treatment plans should involve patient understanding and voluntary agreement to proposed interventions.

Cultural Sensitivity

Treatment plans must respect diverse cultural beliefs, health practices, and communication styles.

Health Equity

Consider social determinants of health, access barriers, and health disparities when developing plans.

Privacy Protection

Maintain strict HIPAA compliance; de-identify all protected health information in shared documents.

Autonomy and Beneficence

Balance medical recommendations with patient autonomy and values while promoting patient welfare.

License

Part of the Claude Scientific Writer project. See main LICENSE file.