Understand the Care Plan View

The care plan view is where you track patient progress across an active care program. This guide walks you through how to read the care plan board, find where each patient is in their care, and manually update a patient's status when a staff action is required before care can continue.

Before you begin

To follow this guide, you need at least one active care plan with enrolled patients. If no patients have been enrolled yet, the board will be empty. See the Create a Care Plan Guide to get started.

Get started

The care plan list shows all active care plan definitions in your account. Follow the steps below to find and review the care plans available to your patients.

1. In the left sidebar of your dashboard, select Care Plans to see a list of all active care plan definitions.

2. Read the care plan list, each care plan appears as a collapsible card. The card shows the title of the care plan and collapsed version of its description.

3. Review the badges displayed on each care plan card.

The table below shows what each badge means.

Expand a care plan to see the board

1. Click the arrow icon on the left side of a care plan card to expand it. Each phase of the care plan is displayed under its own header, along with a Kanban board view showing columns for each status.

2. Read the phase header to identify which phase you are looking at. Each header shows a numbered badge and the phase name.

3. Look at the status columns inside each phase. Each column represents a point in the patient's progress within that phase. The column with a green checkmark is the completion status for that phase.

Find a patient on the board

Each enrolled patient appears as a row inside the status column that reflects where they currently are in their care.

1. Scan the status columns across each phase to locate the patient you are looking for.

2. If the care plan has many enrolled patients, type the patient's name into the Search field in the phase header to filter the view.

Open a patient's care plan

Open a patient’s care plan to view detailed progress across each phase. Within every phase, patients move through statuses based on the completion of assigned tasks, helping you track their progression through the care plan.

1. Click the patient's name inside a status column to see the full details of how the patient is progressing at each phase.

2. Review the phase list. Each phase shows:

   • The phase name

   • A status dropdown on the right showing the patient's current status within that phase

   • A task progress count showing how many tasks have been completed within that phase for the patient(for example, 0/2 means zero of two tasks are done)

Move a patient to a new status

In most cases, a patient's status advances automatically as the care plan's workflows run, sending messages, completing tasks and moving the patient forward based on the pre-defined program. You will typically see status changes happen without any staff action.

However, there are situations where a manual update is needed, for example, when a staff review is required before care can continue, or when a status needs to be corrected. Manually updating a status signals to the rest of the team that the required action has been taken.

1. In the patient's care plan view, find the phase where the status needs to be updated.

2. Click the status dropdown at the right end of the phase card.

3. Select the new status from the list, automatically the patient's status updates immediately and their position on the care plan board reflects the change.

Related articles

• Create a Care Plan: Walk through the steps to define a care plan template, set up phases, and enroll your first patient.

• Workflows in Subflow: Learn how the automation running behind care plans works and when it waits for staff action to continue.

• Manage Your Tasks: See the tasks generated from your care plans and understand how completing tasks can advance patient progress.