Treatment Plan
Use this email template to share a personalized treatment or support plan after a session. It’s a great way to reinforce progress, provide next steps, and invite your client to book their next appointment.
Email Template Preview
When you compose an email, you can start with a template, like this one:
[Subject line]: Your wellness plan
Hi [Client’s Name],
As discussed in our recent session, I have attached a personalized wellness plan tailored to your needs and goals. I designed this plan to support your mental health and overall well-being, providing actionable steps and resources to help you on your journey.
Please take some time to review the attached wellness plan carefully, and don’t hesitate to reach out if you have any questions or need additional guidance.
As discussed in your last appointment, I would like to see you again in [X] weeks. To schedule a time, you can use our booking form [website URL] or call us at [phone number].
I appreciate your commitment to your mental health and well-being. I look forward to continuing our work together.
Sincerely,
[Name]
[Title]
[Address]
[Phone]
[Website]
[Attachment: Wellness Plan.pdf]
Quick facts about this email
Who it's for:
- Therapists
- Counselors
- Psychologists
- Psychiatrists
- Behavioral health practices
Why use it:
- Share a personalized wellness or treatment plan after a session
- Reinforce therapy goals and support continued progress
- Provide actionable steps or resources between appointments
- Encourage follow-through by prompting clients to book their next session
- Save time with a reusable, professional follow-up email
When to use it:
- After a session where next steps were discussed
You don't have to rethink it each time.
You've already decided how to approach a sensitive topic, like reminders about an unpaid invoice.
You're saving time because you don't have to type everything all over.
You don't have to copy-paste from an old email and worry about accidentally including another client's personal details.
You don't have to save your templates separately in Google Docs or Word.
