Care / Treatment 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 or to a client group. Your templates save in a digital library, and enable you to share your standard treatment recommendations & protocols. For solo practitioners and group practices, Care Plan templates create a standardization of care recommendations.

Create a Care Plan Template

Templates can be located & managed from Settings > Care Plan > Create Template

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.

Manage Care Plan Templates

You can view and edit all your Care Plan Templates by the following:

Settings > Care Plans > Care Plans Settings > Templates

Navigate to the Actions tab to access a variety of templates designed for specific tasks, such as:

Activating a Care Plan for an individual client
Activating a Care Plan for a group of clients
Editing an existing template
Deleting a template

Apply a Care Plan from a Template

When developing a Care Plan for a client, you have two options: start fresh or use a template as a foundation. Templates can be fully customized to suit the client’s unique needs, with any adjustments applying only to their specific plan—leaving the original template unchanged. This approach saves time while ensuring the plan is personalized, consistent, and aligned with your treatment protocols.

To apply (activate) a Care Plan:

Navigate to the Client's Profile
Select the Care Plans tab
Choose "Create a care plan" to start a new plan from scratch
Choose "New from template" to leverage and personalize a template you've created

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 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 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).

Permission to Restrict Who can Manage Care Plan Templates

This new permission setting allows organizations to manage who can create, edit, and delete care plan templates. It enhances organizational control by allowing tailored management of care plan templates, ensuring only authorized personnel can make changes.

You'll notice a new permission under settings that can be enabled or disabled within member permissions. Admins can adjust these permissions accordingly.

Organization > Members > Edit Permissions > Can create, edit, and delete care plan templates