Allia’s AI Treatment Planning tool does the heavy lifting of clinical documentation for you. Instead of manual data entry, the tool builds a "Knowledge Graph" from your sessions, connecting recurring themes, symptoms, and objective scores to pre-fill your documentation.
Requirement: You must have at least one session transcript available in the patient record to use AI Treatment Planning.
How to Use AI Treatment Planning
1. Select Your Data Source
Navigate to the Patient Dashboard > Treatment Plan tab > + New Treatment Plan. Select From Notes. A dialog will open showing all previous appointments; select the most recent session.
Automatic Synthesis
Allia doesn't just copy-paste; it synthesizes multiple clinical data types to maintain the "Golden Thread":
Transcripts: Identifies symptoms and core themes discussed in the room.
Clinical Assessments: Pulls scores from standardized tools (like the GAD-7 or PHQ-9) to justify medical necessity.
Objective Data: Factors in wearable trends (sleep, movement) and self-reports from the patient app.
Clinical Review & Edits
You remain the clinical expert. The AI "pre-fills" the segments, but every field is fully editable.
Review the generated text for accuracy.
Click into any box to refine the wording or add clinical nuances.
Click Save & Continue to move through the clinical pillars.
Sign and Publish
The final segment allows you to see the entire plan in one Consolidated View.
Verify that the interventions directly treat the identified challenges.
Click Publish to digitally sign and timestamp the record.



