To open a care plan, go to a patient’s chart, find the Care Plans section on the Overview tab, and click the edit icon next to the care plan name.
Editing an Assigned Care Plan
After a care plan has been assigned to a patient, you can still update it. All changes are saved when you click Save Changes at the bottom of the page.Change the Name, Description, or Tags
Open the care plan
From the patient’s Overview tab, find the care plan you want to edit and click the edit icon next to its name. This opens the full care plan page.
Update the fields
At the top of the page, you can change the Care Plan Name, Description, and Tags. To update tags, click the tags area to open the tag picker — select from existing tags or click New Tag to create one. At least one tag is required.
Add, Remove, and Reorder Steps
- Click Add Step to add a new appointment or task step to the plan. Task steps are only available if your organization has the Tasks module enabled.
- Remove a step by clicking its delete option. When a step is removed, the dates of the steps that follow it adjust automatically.
- Drag and drop steps to change their order in the timeline. Scheduled dates stay pinned to their original values during reordering.
Edit Step Details
Click on any step to see its details. What you can change depends on the step type:| Step type | Editable fields |
|---|---|
| Appointment | Services, medications, measurements, provider notes, repeat settings, scheduled date |
| Task | Title, description, initial status, priority, assignee, start date, due date, provider notes, repeat settings |
Every step must have at least some content (a service, medication, measurement, task title, or description). You will see an error if you try to save a step that is empty.
Schedule an Appointment from a Step
Appointment steps that are pending and have services attached show a Schedule Appointment button in the step details. Clicking it takes you to the appointment form pre-filled with the patient, services, and suggested date from the care plan.Delete a Care Plan
Progress Tracking
How Progress Is Calculated
Progress is based on how many steps have been completed out of the total number of steps. If a step is set to repeat, each repetition counts separately toward the total. Example: A care plan has 3 steps. Two are single steps (each counts as 1), and the third is set to repeat 4 times (counts as 4). The total step count is 6 (1 + 1 + 4). If 3 steps are marked complete, progress shows as 3 of 6 steps (50%).Where Progress Appears
- Patient Overview tab — each care plan card shows a progress summary with a step count (e.g., “3/6 steps”) and a percentage, color-coded by status.
- Care plan detail page — the progress summary appears at the top next to the care plan name.
Progress Colors
| Color | Meaning |
|---|---|
| Green | 100% complete — all steps are done |
| Blue | In progress — at least one step is completed |
| Gray | Not started — no steps have been completed yet |