Eliza initial treatment plan benchmark: a planning guide
Four parts that follow one client from first contact to referral — and the measures are the spine, because CCM-1 in part one has to justify the CCM-2 you choose in part three.
Editorial process
Last reviewed · August 10, 2026
What does the Eliza treatment plan assignment require?
The four parts trace a single clinical sequence and they are graded as a sequence, so the paper's coherence matters as much as any individual answer. Intake, assessment and diagnosis, treatment planning, referral: each one is supposed to be constrained by what came before. The most visible expression of that is the pair of cross-cutting measures. The Level 1 measure is a broad screen across symptom domains; the Level 2 measure is the domain-specific follow-up you choose because Level 1 flagged that domain. If your part three CCM-2 has no antecedent in your part one CCM-1 discussion, the paper has four sections rather than one plan.
Part one asks two things and the second is the more analytical. How you would use the CCM-1 is a question about purpose and sequence — when in the intake it is administered, who completes it, and crucially what a positive item does next, since the measure screens rather than diagnoses. The specific questions to be answered by the end of the biopsychosocial assessment is a planning question: what do you still not know that would change your formulation? Frame them as gaps rather than as a standard checklist. Risk, substance use, developmental and trauma history, medical contributors, current supports and functioning are the usual candidates, but the ones worth writing down are the ones this intake document leaves open.
Part two is where diagnostic discipline shows. Assessment related to symptomology means describing the presentation in clinical terms — onset, duration, severity, functional impairment — before naming anything. The brief asks for both a DSM and an ICD diagnosis, which are two systems rather than one, so give the DSM diagnosis and its criteria basis and then the corresponding ICD code, and note where the two do not map cleanly if that is the case. Then the initial goals and plan: goals stated as observable changes rather than as states of mind, and a plan that says modality, frequency and duration.
Part three contains the requirement most students under-read. Beyond the CCM-2, you must identify one additional assessment outside those provided by the APA that measures what the counsellor is trying to assess. That is an instruction to go and find a published instrument — a validated symptom or functioning measure appropriate to your formulation — and to justify it by what your treatment goals need measured. Name it, say what it measures, and say why it fits this case. A generic answer here is immediately visible, because the whole point is that you selected something specific.
The communication requirement in part three is easy to answer with a sentence and worth more than that. Conveying assessment findings to a client and family means deciding what to say, in what order, in what language, and to whom — and the family's presence raises a real question about what the client wants shared. Prioritising needs and formulating agreed outcomes is collaborative by construction: the word agreed rules out a plan the counsellor arrives with. Say how disagreement would be handled, because that is where the collaboration is actually tested.
Part four is short in the brief and rewards specificity. Referral has three separate questions: what referrals, how you would raise them with the client, how you would know whom to refer to, and how you would follow up. The middle one is an interpersonal problem — a referral can be heard as being passed on — and the last two are practical: what makes a referral source appropriate, whether they are accepting clients, whether the client can reach and afford them, and what you do to confirm the connection was made rather than assuming. On mechanics: four subheadings matching the four parts, 1,500 to 1,750 words, three to five scholarly resources, APA format, and a rubric to read before starting.
Likely learning objectives
Inferred from the brief — check these against your own rubric.
- 01Use a screening measure as a routing tool rather than as a diagnostic one.
- 02State what is still unknown after an intake, rather than listing standard history items.
- 03Give a diagnosis in two classification systems and note where they diverge.
- 04Select a published instrument to match a specific treatment goal.
Read the full question
Review every instruction before using the planning guidance that follows.
The four parts and their sub-questions
- 01A 1,500–1,750 word paper with four subheadings identifying the four parts.
- 02Part 1: how you would use the Level 01 Cross-Cutting Measure and the specific questions to be answered by the end of the biopsychosocial assessment.
- 03Part 2: an assessment of client symptomology, a DSM and ICD diagnosis, and the initial treatment goals and plan.
- 04Part 3: the Level 02 Cross-Cutting Measure you would use, one additional assessment outside those provided by the APA, how you would convey findings to client and family, and how you would prioritise needs and formulate agreed outcomes, measures and strategies.
- 05Part 4: possible referrals, how you would address them with the client, how you would identify referral sources and how you would follow up.
- 06Three to five scholarly resources, in APA format.
Intake, assessment, planning, referral
Part 1: intake and the Level 1 measure
Explain how the CCM-1 is used and what specific questions the biopsychosocial assessment must still answer.
Part 2: assessment, diagnosis and initial plan
Describe symptomology, give DSM and ICD diagnoses grounded in it, and state initial goals and plan.
Part 3: measures, communication and agreed outcomes
Select the CCM-2 and an additional non-APA instrument, then explain how findings are conveyed and outcomes agreed.
Part 4: referral and follow-up
Identify referrals, how they are raised with the client, how sources are selected and how the referral is followed up.
Finding an assessment outside the APA set
Recommended databases
- The Eliza intake and biopsychosocial assessment documents
- DSM-5-TR and the corresponding ICD codes
- PsycINFO and PubMed Central
- Published instrument repositories and measure validation studies
Search sequence
- 1.Read the intake and the completed biopsychosocial assessment together and list what each leaves unresolved; that list is part one's second answer.
- 2.Work the DSM criteria before searching anything, so the diagnosis drives the measures rather than the reverse.
- 3.Search for a validated instrument matching your primary treatment goal, then read one validation study so you can justify it rather than merely name it.
- 4.Check the referral question practically — search for what actually exists near a client like this and what the access conditions are, since that is what the brief's how-would-you-know question is asking.
Sources on measures, diagnosis and referral
These are authoritative starting points, not a ready-made bibliography. A qualified reviewer must confirm that each source fits the assignment and supports the claim beside which it is cited.
Nothing here is cleared for citation until you have read it.
- 01
About DSM-5-TR
American Psychiatric Association · 2022
Provenance for the classification and the cross-cutting measures, including what changed in the text revision. Use the manual itself for criteria and codes; this page is for citing the edition and the measures correctly.
- 02
SOAP Notes
StatPearls Publishing, via NCBI Bookshelf · 2025
How assessment synthesises subjective and objective findings into a plan. Useful for keeping part two's assessment section a synthesis rather than a repetition of the intake.
- 03
Therapeutic Alliance, Attendance, and Outcomes in Youths Receiving CBT or Client-Centered Therapy for Anxiety
Journal of Clinical Child & Adolescent Psychology · 2023
Attendance predicted better outcomes while provider-rated early alliance did not. Relevant to the agreed-outcomes and referral sections, where the practical question is whether the client actually attends.
- 04
Considerations for privacy and confidentiality in adolescent health care service delivery
Paediatrics & Child Health (Canadian Paediatric Society) · 2023
The framing of what may be shared with a family and what the client is told about that in advance. Directly relevant to conveying findings to client and family; check your own jurisdiction's rules alongside it.
Before you submit
Common mistakes
- Choosing a Level 2 measure with no connection to what the Level 1 screen would have flagged.
- Treating the cross-cutting measure as diagnostic rather than as a screen that routes further assessment.
- Listing standard history items instead of naming what this intake actually leaves unknown.
- Giving a diagnosis without describing the symptomology that supports it.
- Providing only a DSM diagnosis when both DSM and ICD are required.
- Writing treatment goals as internal states rather than as observable changes.
- Naming an APA-provided measure for the additional assessment the brief says must come from outside that set.
- Answering the communication requirement in one sentence, and skipping how disagreement is handled.
- Treating referral as a handover rather than as something to be raised, matched and followed up.
Submission checklist
- Four subheadings match the four parts.
- The CCM-1 discussion states timing, who completes it, and what a positive item triggers.
- The outstanding questions are specific to this intake.
- Symptomology is described before any diagnosis is named.
- Both a DSM and an ICD diagnosis appear.
- Treatment goals are observable and the plan states modality, frequency and duration.
- The CCM-2 chosen follows from a domain the screen would have flagged.
- The additional assessment is a named instrument from outside the APA set, with a justification.
- Referral covers what, how raised, how chosen and how followed up.
- Three to five scholarly sources are cited and the word count is met.
Use this guide to plan and review your own work. Follow your institution's rules and read our academic-integrity policy.

Written by
Aaron Bishop
MA, Education
assignment interpretation and research-methods coaching across disciplines
Aaron leads the EssayCrackers editorial desk. He works on how assignment briefs are read — what a rubric is actually asking for, and where students most often answer a different question than the one set.

Reviewed by
Dr. Nathan Cole
PhD, Rhetoric & Composition
Argumentation and thesis development
Nathan teaches first-year composition and directs a university writing center. He reviews EssayCrackers guides for argumentative soundness and citation accuracy.