top of page
KAP Intake and Treatment Planning Documentation Toolkit

KAP Intake and Treatment Planning Documentation Toolkit

$39.00 Regular Price
$29.00Sale Price
Help clients begin KAP treatment with a thoughtful clinical assessment, clear treatment goals, and a documented plan for safety, collaboration, and continuity of care.
 
The intake and treatment-planning phase is more than determining whether a client is interested in ketamine-assisted psychotherapy. It is where therapists assess symptoms and functional impairment, explore treatment history and readiness, clarify the therapeutic and medical roles within KAP, identify risk and support needs, establish informed participation, and create a treatment plan that connects KAP to meaningful clinical goals.
 
The KAP Intake & Treatment Planning Toolkit gives therapists a practical, trauma-informed, and clinically grounded framework for documenting the beginning of the KAP treatment arc.
 
Created for therapists who want their intake and treatment-plan documentation to reflect real clinical decision-making, not just generic assessment language. This toolkit helps you document diagnosis, symptoms, functional impairment, treatment history, risk considerations, psychological readiness, prescriber coordination, client goals, measurable objectives, and the rationale for KAP-informed psychotherapy.
 
Inside this toolkit, you’ll receive:
  • KAP intake and clinical-assessment template
  • KAP treatment-plan template
  • Intake-session documentation prompts
  • Medical-necessity language
  • Diagnosis, symptoms, functional-impairment, and treatment-goal linkage
  • KAP-specific informed-participation documentation
  • Psychological-readiness assessment language
  • Mental-status and risk-assessment prompts
  • Suicidal ideation, self-harm, homicidal ideation, psychosis, mania, dissociation, and substance-use screening prompts
  • Trauma-history and trauma-treatment-readiness documentation
  • Psychiatric-treatment-history prompts
  • Prior ketamine, psychedelic, and altered-state experience prompts
  • Client strengths, protective factors, supports, and barriers-to-care documentation
  • Cultural humility, identity, spirituality, accessibility, and values-exploration prompts
  • Therapist-role, prescriber-role, and scope-of-practice language
  • Prescriber, psychiatrist, primary-care-provider, and care-team coordination prompts
  • Release-of-information documentation language
  • Medical-clearance and medication-management boundary language
  • Questions to refer to the prescriber or medical provider
  • KAP treatment-plan goals and objective examples
  • Depression-focused KAP treatment-plan examples
  • Trauma and PTSD-focused KAP treatment-plan examples
  • Anxiety and panic-focused KAP treatment-plan examples
  • Relational and attachment-focused KAP treatment-plan examples
  • Dissociation and affect-tolerance treatment-plan examples
  • Functional-recovery and values-based treatment-plan examples
  • KAP intervention language for therapists
  • Preparation, dosing, and integration treatment-plan linkage guidance
  • Readiness-for-preparation and reasons-to-pause documentation prompts
  • Individual in-person KAP intake-note example
  • Virtual KAP intake-note example
  • Example treatment plans for common KAP presentations
  • Brief KAP intake-note version
  • Brief KAP treatment-plan version
  • Intake and treatment-plan audit-readiness checklist
  • Common KAP intake and treatment-planning mistakes with stronger alternatives
 
This toolkit is designed to help you create intake and treatment-plan documentation that shows the clinical work involved in determining whether KAP is an appropriate therapeutic pathway, establishing a collaborative treatment frame, identifying safety and support needs, and creating a clear plan for preparation, medicine sessions, integration, and ongoing care.
 
Best for: KAP therapists, therapists collaborating with ketamine prescribers, clinicians developing KAP referral relationships, therapists offering virtual KAP support, group-practice KAP clinicians, clinical supervisors, and therapists building a thoughtful KAP practice.
 
Format: Digital download
 
Important note: This resource is educational and should be adapted to your professional license, state laws, payer requirements, practice policies, prescriber protocols, treatment setting, and actual services provided. It does not replace medical screening, medical clearance, medication management, prescribing, legal advice, billing or coding guidance, payer verification, emergency protocols, or professional consultation.
    bottom of page