Assigning a Care Plan
From a Template
Choose a Template
Browse the available templates. Each one shows its name, description, tags, number of steps, and a preview of the timeline. Click a template to select it.
Configure the Care Plan
Fill in the plan details:
- Name — a label for this care plan (pre-filled from the template, but you can change it).
- Description — optional notes about the plan’s purpose.
- Start Date — the date the plan begins. All step dates are calculated relative to this date.
- Tags — at least one tag is required. Tags help you organize and filter care plans.
Review and Edit Steps
The template’s steps appear with their scheduled dates already calculated from the start date. Before saving, you can:
- Add or remove steps.
- Change services, assignees, or other step details.
- Adjust individual step dates.
From Scratch
Follow the same flow above, but choose Start from scratch instead of selecting a template. This is useful for one-off or experimental plans that don’t fit an existing template. You’ll fill in the same configuration fields (name, description, start date, tags) and then build the plan step by step — clicking Add Step to add each appointment or task individually.Step Types
Each step in a care plan is one of two types:| Type | What It Does | Configurable Fields |
|---|---|---|
| Appointment | A scheduled visit for the patient | Services, medications, measurements, provider notes, scheduled date, repeat settings |
| Task | An internal to-do for your team (requires the Tasks module) | Title, description, initial status, priority, assignee, start date, due date, provider notes, repeat settings |
Repeating Steps
Steps can repeat multiple times. Set a repeat count and an interval between repetitions to create recurring steps. For example, a weekly follow-up appointment that repeats 4 times will appear as 4 separate entries on the timeline.Viewing Care Plans on the Overview Tab
All assigned care plans appear in the Care Plans section of the patient’s Overview tab. Each care plan is displayed as a card with:- Progress summary — shows how many steps are completed out of the total (e.g., “3/6 steps”) and a percentage, color-coded by status. If a step repeats, each repetition counts toward the total — so a 3-step plan with one step repeating 4 times shows progress out of 6 steps.
- Tags — colored labels for quick identification.
- Start date — when the plan begins.
- Step timeline — a horizontal view of all steps in the plan.
When you click a pending appointment step that has services, a Schedule Appointment button appears in the step details. Clicking it takes you to the appointment form with the patient, services, and date already filled in.
Care Plan Detail Page
The detail page shows the complete care plan with all steps laid out in a timeline view. From here you can:- View progress — see the percentage of completed steps out of the total.
- Edit the care plan — update the name, description, or tags.
- Edit individual steps — modify any step’s details, dates, or settings.
- Delete the care plan — permanently remove the plan and all its steps from the patient’s record.
Templates and assigned care plans are separate. Changes to a template only affect new assignments — they do not update care plans already assigned to patients.
Where Care Plans Appear
Care plan information appears in several places throughout the application so staff can always see treatment context at a glance.Patient Overview Tab
Active care plans appear on the patient’s Overview tab, showing progress (completed steps out of total) and the current status of each step. You can expand any care plan to see the full step timeline. Click Assign Care Plan to add a new plan.Patient Sidebar
When you open a patient’s sidebar (e.g., by clicking a patient name from the calendar or check-in), a Care Plans section displays all active care plans for that patient with their progress and step details.Patient Appointments Tab
On the patient’s Appointments tab, each appointment that is linked to a care plan displays a badge showing the care plan name and step number. This lets you quickly identify which appointments are part of a treatment plan.Calendar
On the calendar, appointment cards that belong to a care plan show a small badge with the care plan name next to the appointment title. This provides at-a-glance visibility into which calendar events are part of an active care plan.Appointment Sidebar
When you click an appointment in the patient sidebar, appointments linked to a care plan display a badge above the appointment title showing the care plan name and step number.Tasks
When a task is created from a care plan step, the task displays a care plan badge showing the plan name and step status. Clicking the badge opens a popover with the full care plan timeline so you can see the task’s place in the overall treatment plan.Appointment Form (Care Plan Suggestions)
When creating a new appointment for a patient who has an active care plan with a pending appointment step, a suggestion banner appears in the appointment form. The banner shows the care plan name, the number of services in the next pending step, and the scheduled date. Clicking Pre-fill from care plan automatically populates the appointment with the correct services and links the appointment to the care plan step.Templates
Care plan templates are managed in Settings > Care Plans. Templates define a reusable set of steps with default timing, services, and configuration. When you assign a template to a patient, the steps are copied into the new care plan and can be fully customized for that patient.Related Topics
- Editing Care Plans & Progress Tracking — make changes to assigned care plans and understand how progress is tracked.
- Care Plan Steps — step statuses, transitions, and scheduling appointments from steps.
- Care Plan Step Types — how to configure appointment and task steps, including repeating steps.
- Care Plan Templates — create and manage reusable templates in Settings.