Overview
Care Plan 2.0 is HealthArc's next-generation care planning module designed to simplify the creation, management, review, and maintenance of patient care plans across supported care management programs. It introduces a guided workflow, reusable templates, enhanced patient assessments, AI-assisted documentation, physician approval workflows, and improved collaboration between care teams.
Unlike the legacy Care Plan module, Care Plan 2.0 organizes patient information into logical sections, making it easier to document patient needs, establish measurable goals, assign interventions, monitor progress, and maintain compliance with chronic care management requirements. The redesigned interface also supports faster navigation, better visibility into care plan status, and streamlined monthly updates.
Purpose of Care Plan 2.0
A care plan serves as a comprehensive roadmap for managing a patient's health. It documents the patient's current health status, identifies risks and barriers to care, outlines personalized goals and interventions, and promotes collaboration among care coordinators, providers, and patients.
Care Plan 2.0 helps organizations:
Standardize care planning across patients and programs.
Improve care coordination between clinical teams.
Reduce documentation time using reusable templates.
Support patient engagement through structured goals and self-management tasks.
Track progress with scheduled evaluations and reviews.
Facilitate physician review and approval.
Improve documentation quality through AI-assisted features.
Maintain continuity by preserving legacy care plans and supporting migration.
Key Enhancements
Care Plan 2.0 introduces several improvements over the previous version.
Guided Workflow
The module walks users through each section of the care plan in a structured sequence, ensuring required information is captured before the plan is finalized.
Benefits
Simplifies navigation.
Reduces incomplete documentation.
Standardizes the care planning process.
Improves consistency across care coordinators.
Multiple Care Plan Creation Methods
Users can create a care plan by:
Starting from scratch.
Using a predefined template.
Copying a previous care plan.
(Future enhancement) AI-generated care plans.
Care Plan Templates
Organizations can create reusable templates that automatically populate commonly used goals, interventions, preventive services, and tasks.
Templates help:
Reduce repetitive work.
Improve documentation consistency.
Standardize workflows across programs.
Enhanced Clinical Documentation
Care Plan 2.0 provides dedicated sections for documenting:
Family history
Lifestyle
Medications
Allergies
Behavioral symptoms
Social determinants of health
Barriers to care
Assessments
Vitals
Preventive services
This structured approach improves readability and makes future updates easier.
SMART Goals & Interventions
Care coordinators can define individualized SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) along with interventions and self-management tasks to support patient engagement and measurable outcomes.
AI-Assisted Documentation
Care Plan 2.0 integrates AI capabilities to streamline documentation by generating structured call summaries and suggested follow-up tasks after patient interactions, reducing manual effort while improving documentation consistency.
Physician Approval Workflow
Completed care plans can be submitted for physician review and approval using multiple methods, including electronic approval, uploaded signatures, or wet signatures, depending on organizational workflow. Approval status is tracked directly within the care plan.
Scheduled Evaluations
The module supports recurring evaluations, allowing care teams to periodically reassess patients, update goals, review interventions, and document clinical progress over time.
Legacy Care Plan Support
Organizations transitioning from the legacy Care Plan module retain access to historical care plans. Previous care plans remain viewable, and applicable information can be reused when creating new Care Plan 2.0 records, minimizing duplicate documentation during migration.
Care Plan Lifecycle
A typical Care Plan progresses through the following stages:
Create a new care plan.
Complete patient and clinical information.
Add assessments, barriers, and SDOH details.
Document vitals and preventive services.
Define SMART goals and interventions.
Assign self-management tasks.
Review the patient's risk classification.
Submit the plan for physician approval.
Publish the approved care plan.
Perform periodic evaluations and updates.
This workflow ensures the care plan evolves alongside the patient's clinical needs.
Ways to Create a Care Plan
Care Plan 2.0 offers multiple creation methods to accommodate different workflows.
Create from Scratch
Build a new care plan by manually completing each section.
Best suited for:
New patients.
Patients with unique care requirements.
Use a Template
Start with a predefined template that populates common goals, interventions, and preventive services.
Best suited for:
Standardized clinical programs.
High-volume practices.
Copy a Previous Care Plan
Create a new care plan by duplicating an existing one and updating only the necessary information.
Best suited for:
Monthly care plan updates.
Annual renewals.
Returning patients.
AI-Generated Care Plan (Planned Enhancement)
A future enhancement will allow AI to assist in generating care plans based on available patient information.
Main Sections of a Care Plan
Care Plan 2.0 organizes information into dedicated sections:
Section | Purpose |
Personal Details | Patient demographics and general information |
Family & Social History | Family medical history and social support |
Lifestyle & Risk Factors | Lifestyle habits affecting health |
Medications | Current medications and dosage |
Allergies | Drug, food, and environmental allergies |
Behavioral Symptoms | Mental and behavioral health observations |
Assessments | Clinical and patient-reported assessments |
Barriers to Care | Factors affecting treatment adherence |
Social Determinants of Health | Non-clinical factors impacting health |
Vitals | Vital sign documentation |
Preventive Services | Preventive care recommendations |
SMART Goals | Patient-centered goals |
Interventions | Clinical actions supporting goals |
Self-Management Tasks | Patient responsibilities and follow-up activities |
Risk Classification | Overall patient risk assessment |
Care Team Review | Collaborative review and feedback |
Evaluation | Ongoing reassessment of the care plan |
Physician Approval | Provider review and approval workflow |
Who Can Access Care Plan 2.0?
Access depends on your organization's role-based permissions. Typical users include:
Care Coordinators
Care Managers
Nurses
Physicians
Practice Administrators
Clinical Supervisors
Certain actions, such as physician approval or template management, may require additional permissions configured by your organization.
Best Practices
To maximize the effectiveness of Care Plan 2.0:
Use templates whenever appropriate to ensure consistency.
Review existing care plans before creating a new one to avoid duplicate documentation.
Complete all relevant sections, even when optional, to create a comprehensive patient record.
Update goals and interventions during each evaluation to reflect the patient's current condition.
Submit care plans for physician review promptly to maintain timely documentation.
Leverage AI-generated summaries as a starting point, but always review them for clinical accuracy before saving.
Frequently Asked Questions
Can I still access legacy care plans?
Yes. Existing care plans remain available for viewing after migration, and previous information can be reused when creating new Care Plan 2.0 records.
Can I create more than one care plan for a patient?
Yes. Multiple care plans can be created over time to support ongoing care management and periodic updates.
Can I edit a published care plan?
Depending on your organization's workflow and permissions, published care plans may require creating a new version or scheduled evaluation rather than directly editing the original.
Does Care Plan 2.0 support physician approvals?
Yes. The module includes multiple physician approval workflows, including electronic approval, uploaded signatures, and wet signatures.
Are AI features available for all organizations?
AI-assisted documentation availability depends on your organization's enabled features and licensing.