ClinicalPatient Management
Care Plans Tab
Set structured goals and objectives for a patient's ongoing care, with a review date and status.
Starter+
A care plan records what you're working toward with a patient and the concrete steps to get there.
Creating a care plan
- Goals — 1 to 10 of them, each 5–200 characters (for example, "Achieve HbA1c below 7% within 6 months")
- Objectives — 1 to 15 of them, each 5–300 characters (the concrete actions that support the goals)
- Follow-up date — when the plan should next be reviewed
- Plan quality — flagged as Adequate or Needs Review
- Status — Resolved or Unresolved
A care plan can optionally be linked to a specific visit.
Reviewing a care plan
Update the status to Resolved once the goals have been met, or keep it Unresolved and adjust the objectives as care continues — there's no separate "edit history," each save reflects the plan's current state.
Next steps
- Clinical Assessment Tab
- DTPs Tab — problems a care plan is often written in response to