Import Content From Chart Note into a Care Plan

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. 

When adding a recommendation to a Care Plan, specific information can be imported from a client's chart note, directly into the Care Plan. This allows providers to streamline workflows, when sharing personalized post-session treatment & care recommendations with clients. 

To import information from a chart note into a Care Plan: 

• Navigate to Clients > select Client > Care Plans
• Edit or create a new Care Plan > Add Recommendation 
• Click on Import Chart Note > select the chart note from the dropdown
• Select the field from that chart note > make edits if needed and select a Recommendation Type
• Click Add Recommendation