Getting Started: Care / Treatment Plans
Healthie's Care Plans feature enables providers and organizations to apply common protocols and methods of care to clients, while still facilitating the customization and personalization that may happen on a per-client basis. Within a Care Plan, you can add wellness recommendations, upload documents for clients to access, automatically set goals, and more.
Care Plans can be created as a template, and quickly applied to other client accounts or even a group, to save time and improve standardization of care.
In this article:
Benefits of Utilizing Care Plans
Care Plans, also known as Treatment Plans, are a powerful tool within Healthie that allows you to streamline communication with clients, share tailored treatment recommendations, provide valuable resources, and enhance their experience. With the Care Plans feature, creating and sharing plans is both efficient and customizable.
Here are some effective ways to use Care Plans:
- Establish consistent communication for routine treatment protocols or standard client care recommendations.
- Reinforce treatment guidance by offering clients additional resources and information they can revisit after sessions.
- Standardize operations within your organization by setting clear guidelines for your team to follow when engaging with clients.
Care Plans save you time by simplifying how you share recommendations and next steps with clients. Once a plan is shared, clients can easily access it, review the proposed recommendations and resources, and work towards their personalized goals with clarity and confidence.
Create a New Care Plan
To create a new care plan for a client, navigate to Clients (via the left-hand sidebar) > Client Name > Care Plans. Once there, you'll see two options: "New from Template" and "Create a Care Plan for [Patient First Name]", regardless of whether the client has existing care plans.
Only one care plan can be active at any given time. If you create a new care plan, you must set it as "Active," which will automatically replace the current active plan. Deactivating a care plan does not delete it—you can reactivate it at any time as needed.
When a care plan is marked as "Active," it becomes visible to the client. This includes any goals, recommendations, or documents you’ve added to the plan.
If the client already has care plans, you can review and manage them or create a new one.
When designing your Care Plan Template, you can customize it with the following features:
- Template Name: Give your Care Plan Template a clear and specific name.
- Description: Add a concise description to outline the purpose of the template.
- Recommendations: Choose from default recommendation types or create your own custom options to tailor the plan to your client’s needs.
- Goals: Align recommendations with actionable goals for your client, which will appear in their account as prompts to encourage completion.
- Documents: Attach relevant handouts directly from your Documents library to complement the Care Plan.
- Journaling Settings: Preconfigure journaling options for your client, such as enabling or disabling features like food tracking, symptom tracking, mood journaling, and more. These settings ensure a personalized experience when the template is activated. Learn more about journaling options here.
With these tools, you can create a comprehensive, client-focused Care Plan that supports their goals and streamlines their progress.
Elements of a Care Plan
Add a Recommendation
To add an activity or nutrition recommendation, click the "Add Recommendation" button. A side panel will slide out, with fields for you to complete. From the drop-down, select a category:
- Activity
- Nutrition
- Supplement
- Other
- Custom Recommendation
This information will be visible for clients, so a menu bar has been added to allow you to create bulleted/numbered lists, incorporate an image, and adjust the styling of your font.
When done, click the "Add Recommendation" blue button.
You can modify your recommendations at any time, even while the Care Plan is "Active."
Personalize Care Plans even further with Custom Recommendation Types — like Breathwork, Therapy, or Mindfulness. In addition to Nutrition, Activity, Supplements, and Other, organizations can define their own categories to better reflect the care they deliver.
Additionally, from "Add Recommendation" you can also import information from a client's chart note. Simply tab over to "Import From Chart Note" and follow the on-screen prompts to locate the specific chart note, and fields, that you would like to add. You will have the option to edit the copy before publishing your recommendation.
Add a Goal
To add a goal to a Care Plan, simply click on "Add Goals." This will open a side panel where you can either create a new goal from scratch or apply a "Goal Favorite" to quickly reuse a previously saved goal. Any goals you add will appear within the Care Plan in your client's account, without overwriting their existing goals. Clients can view all their goals in the "Goals" tab within Healthie, ensuring they have a comprehensive overview of their progress.
Learn more about creating goals within Healthie here.
Adding a Document Link
You can attach a document to a Care Plan either from your existing "Documents" Library or by uploading a new file directly from your computer.
Here’s how to add a document:
- Click "Add Document".
- Choose one of the following options:
- Select "Add Existing Document" to attach a document already stored in your Healthie Documents Library.
- Select "Upload New File" to upload a file directly from your computer.
- Click "Upload Document".
The document will automatically be saved in the client’s “Care Plan” Documents folder.
Adjust Journaling Settings
To customize journaling features for a specific client, simply adjust the settings within their Care Plan. Any changes made in the Care Plan will take priority over existing global or group settings, ensuring a tailored experience for that client.
Learn more about customizing client journaling settings here.
Don’t forget to save your changes!
Once you’ve completed all your edits, simply click the blue "Create Care Plan" or "Update Care Plan" button located at the top right corner of the screen.
Preview a Care Plan
Before activating your Care Plan, you can preview it. This feature allows you to navigate through the plan, giving you a clear understanding of what your client will experience once the plan is shared.
To preview, simply click the actions menu [...] next to your Care Plan on the overview page, and select "Preview" from the drop-down menu.
Making Care Plans "Active" or "Inactive"
To make the plan "Active" and visible to your client, an additional step is required. Once you create a plan, a green banner will appear in Healthie, confirming the plan has been successfully added.
Clients are then able to view their activated Care Plan within their Client Portal.
To make a Care Plan "Inactive" > Click the action tab [...] next to the Care Plan > Select "Make Inactive" from the menu. A pop-up will display asking you to confirm your decision.
Note: Once set as "Inactive," the client will retain any documents or goals included in the care plan, but they'll no longer see a "Care Plan" in their account or any recommendations included in the care plan.
Notify Client about Care Plan
Option to notify a client about a new active Care Plan via email. Once you set a Care Plan to "Active" a green success banner will appear, with a button "Notify Client via Email."
Edit or Delete a Care Plan
To modify a Care Plan:
- Click the actions tab [...] next to the Care Plan
- Select "Edit" > Make any needed changes
- Click the "Update Care Plan" button when done
To delete a Care Plan:
- Click the actions tab [...] next to the Care Plan
- Select "Delete" > Make any needed changes
A pop-up will display asking you to confirm your decision. Deleting a Care Plan cannot be undone. Once deleted, the client will retain any documents or goals that were included in the Care Plan, but they will no longer see any recommendations or plans listed in their "Care Plans" section.
Note: Editing a Care Plan template is different than editing an active Care Plan. The steps required are the same, but edits at the Care Plan template level are not applied to active Care Plans created from that particular template.
Manage Care Plans
A page has been added to the "Settings" section, dedicated to Care Plans. On this page, providers can see a list of all active and inactive Care Plans that you've created, with quick actions you can take, including the ability to manage Care Plan Templates.
Learn More here.
Disable the Care Plans Feature
If you do not use the Care Plans feature within your practice, you have the ability to turn the entire Care Plans feature off so you do not have to view it within your provider account.
- Settings > Care Plans > Care PlanSettings
- Toggle off Use care plans
- Save Changes
