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This page covers how to set up each type of step in a care plan template or patient care plan. For an overview of care plans, see Care Plans. For step statuses and scheduling, see Care Plan Steps.

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Step Types

Every care plan is made up of individual steps. There are two types of steps you can add: Appointment and Task. Each type has its own set of fields you can configure.

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Appointment Steps

An appointment step represents a visit the patient needs to attend. When you click on an appointment step, the following fields appear:
  • Services — Select one or more services for this visit (e.g., “Initial Consultation”, “Botox Treatment”). You can search and pick from your clinic’s configured services.
  • Medications — Optionally select medications to be administered during this visit.
  • Measurements — Optionally select which vitals to record at this visit. Options include: Weight, Height, Blood Pressure, Pulse, Temperature, and Waist Circumference.
  • Provider Notes — A free-text field for guidance or instructions for the provider at this step (e.g., “Check healing progress from last visit”).
  • Repeat — Set how many times this step should repeat and the interval between repetitions. See Repeating Steps below for details.
When an appointment step is pending and has at least one service selected, a Schedule Appointment button appears so you can book it on the calendar.

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Configure an Appointment Step

1

Add an Appointment Step

Click Add Step, then choose Appointment from the menu.
2

Select Services

Open the Services field and search for the services this visit should include. Select one or more.
3

Add Medications (Optional)

Open the Medications field and select any medications to administer during this visit.
4

Add Measurements (Optional)

Open the Measurements field and choose which vitals should be recorded (e.g., Blood Pressure, Weight).
5

Write Provider Notes (Optional)

Enter any guidance or reminders for the provider in the Provider Notes field.
6

Set Repeat (Optional)

If this step should happen more than once, increase the repeat count and set an interval. See Repeating Steps for details.

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Task Steps

Task steps are only available when the Tasks module is enabled for your organization.
A task step represents an internal to-do for your staff. When the task step’s scheduled date arrives, the system automatically creates the task and marks the step as Scheduled — you do not need to do this manually. When you click on a task step, the details area shows:
  • Task Title — Required. A short description of what needs to be done (e.g., “Call patient for follow-up”).
  • Description — Optional longer details about the task.
  • Initial Status — The starting status of the task: Open, In Progress, Completed, or Cancelled.
  • Priority — How urgent the task is: Low, Normal, High, or Urgent.
  • Assignee — Which provider or staff member is responsible. Pick from a list of your team members.
  • Start Date — When the task should begin.
  • Due Date — When the task is due.
  • Provider Notes — Additional guidance for the assigned person.
  • Repeat — Same as appointment steps — set a count and interval. See Repeating Steps below.

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Configure a Task Step

1

Add a Task Step

Click Add Step, then choose Task from the menu.
2

Enter a Title

Type a short, clear title describing what needs to be done.
3

Set Status and Priority

Choose the initial status and priority level for the task.
4

Assign a Team Member

Use the Assignee field to pick who is responsible for completing this task.
5

Set Dates (Optional)

Enter a Start Date and Due Date if the task has a specific timeframe.
6

Add Details (Optional)

Fill in the Description and Provider Notes fields with any additional context.
7

Set Repeat (Optional)

If this task should repeat, increase the repeat count and set an interval.

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Adding and Reordering Steps

Click Add Step and choose either Appointment or Task to add a new step. You can drag and drop steps to reorder them. For more details on adding, removing, and reordering steps, see Editing Care Plans.

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Repeating Steps

Both appointment and task steps support repetition. Use this when the same step needs to happen multiple times at regular intervals.

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Set Up a Repeating Step

1

Select the Step

Click on the step you want to repeat.
2

Increase the Repeat Count

In the Repeat section, use the + button to set how many times the step should occur. For example, set it to 4 for four occurrences.
3

Set the Interval

Once the count is greater than 1, a Repeat Interval field appears. Enter the time between each repetition (e.g., 1 week, 2 days, 1 month).

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How Repeating Steps Work

SettingExampleResult
Repeat count: 4, Interval: 1 weekWeekly follow-up visits4 individual steps, each 1 week apart
Repeat count: 3, Interval: 2 weeksBiweekly check-ins3 individual steps, each 2 weeks apart
Repeat count: 6, Interval: 1 monthMonthly treatments6 individual steps, each 1 month apart
Key things to know about repeating steps:
  • In a template, the step shows a repeat badge (e.g., “x4”) indicating how many times it will repeat.
  • When assigned to a patient, each repetition becomes its own separate step on the timeline with a calculated date based on the interval.
  • Each repetition counts separately toward the care plan’s overall progress.
  • You can mark each repetition as completed, skipped, or missed independently.
  • Iterations are created automatically — when a repeating step is completed, missed, or skipped, the system creates the next iteration on the timeline. You do not need to add the next one manually.
If you do not set a repeat interval, the repeated steps will not have automatic spacing between them. Always set an interval when using repeat.