Create a Care Plan

This guide walks you through creating a new care plan for patients. From naming the care plan and defining its phases to adding task templates and enrolling your first patient.

Get started

Fill in the details below to set up your care plan definition:

1. Select Care Plans from the left sidebar of your dashboard.

2. Click the + New Plan Definition button at the top-right corner of the page to open the care plan definition form.

3. Enter a name for the care plan in the Title field (for example, "Post surgery care")

4. Describe what this care plan covers in the Description field.

5. Select a color under Color tag to visually identify this plan in the care plan list.

6. Review the list of available task statuses shown in the Task Statuses section. All statuses are selected by default.

7. Click any status card to deselect it and remove it from this care plan. Only selected statuses will appear when staff change a task's status within this plan.

Next, add phases to your care plan.

Setup up care plan phases

Each care plan is divided into phases. Identify the phases in your patient journey and the status columns that track progress within each phase. For example, a surgical care plan might include phases like "Pre-operative," "Surgery," and "Post-operative”.

1. Enter a name for the phase in the Phase Name field (for example, "Intake" or "Week One").

2. Add a short description in the Description field.

3. Review the default columns already listed under Phase Statuses. Phase statuses are the columns patients move through within this phase. Each status column represents a step in the patient's progress.

4. Rename a column by clicking its name field and typing a new name.

5. Reorder columns by dragging the grip handle (⠿) on the left of a column row to a new position.

6. Add a new status by clicking + Add Column, by default you have 3 phase statuses available for a care plan.

7. Mark a column as the completion status for this phase by clicking the circle checkmark icon on the right of the column row. The row turns green to confirm the selection. Each phase must have one completion status.

8. Hide a column from the overview board by clicking the eye icon on the column row.

9. Remove a column by clicking the X button on the column row.

10. Add another phase by scrolling to the bottom of the Action Groups section and clicking + Add Phase.

Add task templates

Task templates are reusable task blueprints staff can assign to patients when they are in this phase.

1. Click + Add Task under Task Templates to to open the task template pop-up form.

2. Fill in the following fields:

   • Title: Enter a name for the task. Use Personalize to insert a contact field value into the title dynamically.

   • Description: Add an optional description.

   • Priority: Select the urgency level for this task.

   • Due Date: Set when the task should be completed. The options are: No due date, Today, Tomorrow, 1 week, or 1 month.

   • Performer: Select the staff member who should be assigned this task.

   • Available at Statuses: Choose which phase statuses this task should be available at. Defaults to All statuses.

   • Click + Add Subtask under Subtask Templates to add a subtask to this task template (optional).

   • Click Add to save the task template.

3. Click Create Plan Definition in the floating action bar at the bottom of the screen to save the plan.

The plan is saved and appears in the Active tab of the Care Plans list.

Enroll a contact

Once the plan is saved, you can enroll a patient to begin tracking their progress. In most cases, enrollment happens automatically through a workflow. For example, when a patient completes a form or meets a defined condition, the workflow enrolls them in the appropriate care plan without any manual steps. The steps below cover how to enroll a contact manually when needed.

1. Select the plan you just created in the Care Plans list.

2. Click the Enroll button on the plan card to see a list of all contacts.

3. Type the patient's name in the Search contacts field to easily find them, or scroll through the list of contacts.

4. Click Select next to the contact you want to enroll.

5. Click Enroll to confirm.

The contact is enrolled and appears on the care plan board in the first status column of each phase.

Related articles

• Understand the Care Plan View: Learn how to read the care plan board, find enrolled patients, and track their progress across phases.

• Workflows in Subflow: Learn how the automation engine connects to care plans and drives patient progress between phases.

• Manage Your Tasks: See how task templates in care plans generate tasks for your team and how to manage them.