Files
2025-11-30 08:30:18 +08:00

1574 lines
51 KiB
Markdown

---
name: treatment-plans
description: "Generate concise (3-4 page), focused medical treatment plans in LaTeX/PDF format for all clinical specialties. Supports general medical treatment, rehabilitation therapy, mental health care, chronic disease management, perioperative care, and pain management. Includes SMART goal frameworks, evidence-based interventions with minimal text citations, regulatory compliance (HIPAA), and professional formatting. Prioritizes brevity and clinical actionability."
allowed-tools: [Read, Write, Edit, Bash]
---
# 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
**When creating documents with this skill, always consider adding scientific diagrams and schematics to enhance visual communication.**
If your document does not already contain schematics or diagrams:
- 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
**For new documents:** Scientific schematics should be generated by default to visually represent key concepts, workflows, architectures, or relationships described in the text.
**How to generate schematics:**
```bash
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.
---
## 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**:
```latex
[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:**
```latex
\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
```bash
# 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:
```bash
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:
```bash
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:
```bash
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:
```bash
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:
```latex
\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:
```latex
\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:
```latex
\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:
```latex
\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:
```latex
\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:
```latex
\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:
```latex
\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:**
```latex
% !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):
```bash
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:
```latex
\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:**
```bash
# 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:
```latex
% 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:
```latex
\RequirePackage[margin=1in, top=1.2in, bottom=1.2in]{geometry}
```
#### Custom Fonts (XeLaTeX only)
Uncomment and modify in the style file:
```latex
\setmainfont{Your Preferred Font}
\setsansfont{Your Sans-Serif Font}
```
#### Header/Footer Customization
Modify in the style file:
```latex
\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
```bash
# 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
```bash
# 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:**
```bash
# 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:**
```bash
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**
```bash
# 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**
```bash
# 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
```latex
% !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.