Care Plan Templates

Healthie's Care Plans feature enables providers and organizations to apply common protocols and methods of care to clients, while still facilitating the customization/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. 

By saving a Care Plan as a Template, you'll have the ability to quickly apply a created Care Plan to another client. Your templates save in a digital library, and essentially enable you to have share your standard treatment recommendations & protocols. For solo practitioners and group practices, apart from saving time, Care Plan templates create a standardization of care recommendations. 

In this article:


Create a Care Plan Template 

To get started with Care Plan Templates, you first need to go into an individual client's profile, and create a Care Plan

Alternatively, if you've already created a Care Plan for a client, you can:

  • Locate the Care Plan in your client's profile
  • Click the actions tab (three dots) next to the plan > Edit Care Plan 
  • Select "Save As Template" 
  • Update Care Plan to save the changes


Apply a Care Plan from a Template 

Once you have a Care Plan template created, you can apply it to another client's account. Once applied to a client's account, it is an individual instance of the Care Plan - meaning editing the Care Plan within the client's profile will not edit the original template. Similarly, editing the original template will not impact the new care plan you've applied for your client.

There are two ways to apply a template: 

1. Navigate to your client's profile > Care Plans > Choose "New From Template" 

2. Edit an existing Care Plan > select "Apply Template" button on the top right 


View and Edit Care Plan Templates

To view all of your Care Plan templates in one place, click on the Settings wheel on your dashboard, and click on "Settings" from the drop down menu. Under the "Features" tab, select the "Care Plans" option to open up Care Plan settings. When the Care Plans page opens up, click on the "Templates" tab.

From there, you should be able to view all of the Care Plan templates you've created. You can edit each individual Care Plan, and assign to specific clients. 


Best Practices for Care Plan Templates 

  • While you can apply a Care Plan template to a client's account, you still have the option to further personalize or edit the Care Plan. Doing so will not affect your template, and in fact, you could save the edited version as a new Care Plan template. 
  • In general with Care Plans, any goals, settings, and documents that you create/add as part of the Care Plan template will automatically apply to your client's account. 
  • Once your Care Plan is created, you must "Activate" the plan for it to apply to your client. 
  • For group practices and organizations, Care Plan templates can be created as part of a standardization of care. In a forthcoming update, all Care Plans can be created, edited, and reviewed from a centralized place, allowing administrators to oversee plans (and ergo, treatment protocols).

Forthcoming Updates to Care Plan Templates 

There are several planned enhances to Care Plan Templates on our Product Roadmap, including: 

  • Ability to apply a Care Plan template to a group of clients 

We'll update this help article when these releases go live.

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