Treatment plan for bipolar disorder: A comprehensive clinical guide

August 28, 2025
11
min read
Treatment plan for bipolar disorder: A comprehensive clinical guide
Outline

With approximately 2.4% of adults experiencing bipolar disorder, it’s quite likely for most therapists to encounter the condition in their practice.

This guide demonstrates systematic approaches to bipolar disorder treatment planning, including examples as a jumping-off point for time-strapped clinicians.

Example treatment plan for bipolar disorder

I. Primary diagnosis

Bipolar I Disorder, Current Episode Depressed, Moderate Severity - F31.32 Secondary: Generalized Anxiety Disorder - F41.1

II. Presenting problems

  1. Current depressive episode: Sarah presents with persistent depressed mood for six weeks, marked anhedonia affecting work performance, hypersomnia (10-12 hours nightly), psychomotor retardation, and concentration difficulties impacting her graduate coursework. Reports feelings of worthlessness and guilt regarding recent manic episode consequences.
  2. Recent manic episode history: Three months ago experienced seven-day manic episode involving elevated mood, decreased sleep need (2-3 hours), grandiose beliefs about academic abilities, hypergraphia, excessive goal-directed activity, and impulsive financial decisions resulting in $8,000 credit card debt.
  3. Functional impairment: Missing 60% of graduate classes, withdrawn from social activities, difficulty maintaining basic self-care routines. Relationship strain with partner due to mood episode aftermath and financial stressors.
  4. Anxiety symptoms: Persistent worry about future mood episodes, social anxiety regarding academic peers who witnessed manic behavior, physical symptoms including muscle tension and sleep onset difficulties despite increased sleep duration.

III. Objectives

Objective 1 (Mood stabilization & psychoeducation):
  • Sarah will demonstrate understanding of bipolar disorder cycle by accurately identifying her personal early warning signs for both manic and depressive episodes within three sessions.
  • Complete daily mood tracking using 1-10 scale with sleep, medication adherence, and trigger notation for four consecutive weeks.
Objective 2 (Functional restoration):
  • Attend 80% of graduate classes within six weeks through implementation of behavioral activation strategies and academic accommodation utilization.
  • Establish consistent sleep-wake cycle (11 PM - 7 AM) for three consecutive weeks using sleep hygiene protocols and light therapy.
Objective 3 (Anxiety management & interpersonal functioning):
  • Demonstrate three specific anxiety reduction techniques (progressive muscle relaxation, cognitive restructuring, grounding exercises) during triggered moments by session eight.
  • Initiate one meaningful social interaction weekly to rebuild peer relationships damaged during manic episode.
  • IV. Interventions

    1. Cognitive-behavioral therapy focus: Address cognitive distortions specific to depressive episode ("I've ruined everything permanently") and anxiety about future episodes. Implement behavioral activation targeting academic re-engagement and social reconnection.
    2. Interpersonal and social rhythm therapy elements: Establish consistent daily routines targeting sleep-wake cycle, meal timing, and social contact. Monitor relationship between routine disruption and mood changes.
    3. Psychoeducation with financial counseling: Education about bipolar disorder course, medication importance, and practical financial recovery planning for manic episode consequences.
    4. Relapse prevention planning: Develop detailed crisis plan including partner involvement, early warning sign identification, and specific action steps for mood episode prevention.

    V. Progress monitoring

    • Weekly mood and anxiety ratings: Beck Depression Inventory-II, GAD-7, and Young Mania Rating Scale administered biweekly.
    • Daily functioning metrics: Sleep logs, academic attendance tracking, medication adherence monitoring via pill counting and pharmacy coordination.
    • Social functioning assessment: Relationship quality scale and social activity tracking to measure interpersonal recovery progress.

I. Primary diagnosis

Getting the right Dx is about more than putting the right heading on your documentation.

Thoughtful differential diagnosis that takes into account the varied mood states, episodic nature, and severity of bipolar disorder allows you to deliver better care while avoiding audits, clawbacks, and denials.

Common ICD-10 codes for bipolar disorder

Common diagnostic codes include:

Upheal automatically suggests appropriate ICD-10 codes based on your session content and clinical documentation, reducing coding errors and ensuring compliance.

Try Upheal, an intelligent platform for therapists that automatically suggests ICD-10 codes so you don't have to look them up.

II. Presenting problems

Effective treatment planning begins with comprehensive assessment of presenting symptoms. Common presentations include:

  • Mood episode patterns: Recurrent manic, hypomanic, or depressive episodes with distinct onset, duration, and severity characteristics
  • Functional impairment: Significant disruptions in work, academic, social, or interpersonal functioning during mood episodes
  • Sleep disturbances: Decreased need for sleep during mania/hypomania, or hypersomnia during depressive episodes
  • Cognitive symptoms: Racing thoughts, distractibility, poor concentration, or executive functioning deficits
  • Behavioral changes: Impulsivity, risky decision-making, social withdrawal, or psychomotor agitation/retardation
  • Interpersonal difficulties: Relationship conflicts, social isolation, or challenges maintaining stable connections
  • Medication adherence issues: Inconsistent medication compliance, often related to side effects or lack of insight
  • Comorbid conditions: Frequently co-occurring anxiety disorders, substance use disorders, or ADHD

III. Objectives

Research demonstrates that structured psychotherapy significantly improves recovery rates when combined with pharmacotherapy.

Effective treatment planning requires specific, measurable, achievable, relevant, and time-bound (SMART) objectives.

Upheal’s Compliance Checker feature reviews your notes against established payer criteria, flagging potential issues before submission.

Goal ideas for bipolar disorder treatment

  • Symptom stabilization goals
    • Maintain euthymic mood for specified periods
    • Reduce episode frequency and intensity
    • Improve sleep hygiene and circadian rhythm regulation
  • Functional improvement goals
    • Return to baseline occupational or academic functioning
    • Rebuild and maintain interpersonal relationships
    • Develop independent living skills
  • Self-management goals
    • Demonstrate medication adherence strategies
    • Utilize mood monitoring and early warning sign recognition
    • Implement personalized coping strategies

Upheal's Golden Thread feature analyzes your session content and intake materials to automatically suggest clinically appropriate SMART goals.

These AI-generated objectives can be edited and customized to match your specific clinical approach, saving valuable planning time while ensuring comprehensive coverage of treatment domains.

IV. Interventions

For clinicians, it’s not uncommon to experience a kind of intervention blindness.

Therapeutic work happens organically in session, but articulating those interventions clearly in documentation proves challenging.

Thoughtfully planning interventions from the beginning of treatment can help you hold the treatment plan with integrity, while making it easier to describe what you’re doing in each session.

Upheal's AI clinical notes captures the nuanced therapeutic work happening in your sessions, automatically translating clinical moments into professionally appropriate, modality-specific intervention language.

Common evidence-based interventions for bipolar disorder

  • Psychoeducation and Illness Management:
    • Comprehensive disorder education
    • Medication adherence strategies
    • Trigger identification and management
  • Cognitive-Behavioral Techniques:
  • Interpersonal and Social Rhythm Therapy (IPSRT) Elements:
    • Daily routine stabilization
    • Social rhythm monitoring
    • Interpersonal problem-solving
  • Crisis Planning and Safety:
    • Detailed relapse prevention planning
    • Emergency contact protocols
    • Safety planning for suicidal ideation

V. Progress monitoring

Continuous monitoring ensures treatment plan effectiveness and provides crucial data for insurance — namely, justification of medical need.

Common ways to measure progress in BPD treatment

  • Standardized assessment tools
    • Young Mania Rating Scale (YMRS)
    • Hamilton Depression Rating Scale (HAM-D)
    • Global Assessment of Functioning (GAF)
    • Mood Disorder Questionnaire (MDQ)
  • Daily functioning metrics
    • Sleep patterns and quality
    • Medication adherence rates
    • Social and occupational functioning
    • Interpersonal relationship quality
  • Episode tracking
    • Frequency and duration of mood episodes
    • Severity ratings
    • Triggering events or stressors
    • Treatment response patterns

Upheal's Golden Thread features automatically weave consistent narratives of medical necessity throughout your documentation.

From treatment plans to progress notes, our AI ensures each piece of documentation builds upon previous sessions, clearly demonstrating therapeutic progress and maintaining compliance standards.

This integrated approach eliminates documentation gaps that can trigger insurance reviews while providing clinicians with comprehensive client progress visualization.

Try Upheal's Golden Thread features for free with a 14-day trial.

Write your best treatment plans

Ready to transform your documentation? ✨

Upheal’s intelligent platform for therapists can streamline your clinical workflow while maintaining the highest standards of care.

Our purpose-built features for mood disorder treatment help you focus on what matters most — your clients' therapeutic progress.

Start your free 14-day trial today and discover how intelligent documentation can enhance your clinical practice.

Share this post
Kevin Doherty
Kevin Doherty
Storyteller
,
Upheal

More blog posts