In this document, we address ethical and legal issues related to involving caregivers in the treatment of patients and provide a comprehensive approach to the engagement of caregivers in the treatment process. This approach revolves around the development and implementation of a caregiver plan (CGP). It is important to note that the development of a formal CGP does not reflect current practice in the field. The discussion of a CGP in this document is for education: to describe a potential best practice. Given the complexity of managing caregivers’ involvement, practitioners may find it useful to create formal CGPs.