Overview
Care Plan 2.0 allows users to generate professionally formatted Provider and Patient PDF versions of a Care Plan with a single click. These downloadable documents make it easy to share care plans with physicians, patients, caregivers, specialists, and other members of the healthcare team while maintaining a standardized format.
Although both PDFs are generated from the same Care Plan, they serve different purposes.
The Provider PDF contains comprehensive clinical documentation intended for healthcare professionals.
The Patient PDF presents the patient's care plan in a simplified, patient-friendly format that focuses on education, goals, and self-management activities.
This functionality supports continuity of care, patient engagement, and efficient communication between all participants involved in the patient's treatment.
Purpose of PDF Generation
Generating Care Plan PDFs allows organizations to:
Share Care Plans with providers.
Provide patients with an easy-to-read copy of their care plan.
Support care transitions.
Improve patient engagement.
Facilitate interdisciplinary communication.
Maintain standardized documentation.
Archive approved Care Plans when required.
Before You Begin
Before generating a PDF, ensure that:
The Care Plan has been completed.
Required clinical sections have been reviewed.
Physician approval has been obtained, if required by your organization's workflow.
The most recent Care Plan version is open.
Generating PDFs from an approved Care Plan ensures that all shared information reflects the latest reviewed version.
Navigation
Log in to the HealthArc Portal.
Navigate to Patients.
Select the desired patient.
Open the Care Plan tab.
Open the completed or approved Care Plan.
Navigate to the PDF or Export section.
Choose either:
Provider PDF
Patient PDF
Understanding the Two PDF Types
Care Plan 2.0 offers two distinct PDF formats designed for different audiences.
PDF Type | Intended Audience | Primary Purpose |
Provider PDF | Physicians, specialists, nurses, care managers | Complete clinical documentation |
Patient PDF | Patients and caregivers | Simplified care plan with education and self-management guidance |
Provider PDF
Overview
The Provider PDF contains detailed clinical information to support medical decision-making and care coordination among healthcare professionals.
It is intended to serve as a comprehensive clinical summary of the patient's Care Plan.
Information Included
Depending on your organization's configuration, the Provider PDF may include:
Patient demographics
Care management program
Medical history
Chronic conditions
Medication list
Allergies
Family and social history
Lifestyle and risk factors
Assessment results
Social Determinants of Health (SDOH)
Barriers to care
Vital signs
Preventive Services
SMART Goals
Clinical interventions
Self-management activities
Risk Classification
Evaluation history
Care Team Review
Physician approval details
Clinical notes
AI-generated documentation (if applicable)
The Provider PDF is designed to provide clinicians with a complete view of the patient's care plan and supporting documentation.
When to Use the Provider PDF
The Provider PDF is commonly used for:
Physician review
Specialist referrals
Care transitions
Hospital discharge planning
Clinical documentation
Internal audits
Quality assurance
Interdisciplinary care coordination
Generating a Provider PDF
Open the completed Care Plan.
Select Generate Provider PDF.
Review the generated document.
Download or print the PDF as needed.
The PDF reflects the current version of the Care Plan at the time it is generated.
Patient PDF
Overview
The Patient PDF is designed to help patients better understand their health conditions, treatment goals, and responsibilities.
Unlike the Provider PDF, it focuses on information that is meaningful and actionable for patients while minimizing technical clinical terminology.
The Patient PDF serves as an educational resource that patients can reference between appointments.
Information Included
The Patient PDF may include:
Patient information
Primary diagnoses
Care team contact information
SMART Goals
Self-management activities
Lifestyle recommendations
Medication reminders
Preventive Services
Follow-up recommendations
Educational information
Appointment reminders
Emergency instructions (if configured)
The content is presented in a patient-friendly format to encourage understanding and active participation in care.
When to Use the Patient PDF
The Patient PDF is commonly shared:
At the end of a care management visit.
Following physician approval.
During patient onboarding.
After Care Plan updates.
During Annual Wellness Visits.
During Chronic Care Management follow-up.
With caregivers or authorized family members when appropriate.
Providing patients with a copy of their Care Plan reinforces education and supports ongoing self-management.
Generating a Patient PDF
Open the Care Plan.
Select Generate Patient PDF.
Review the document.
Download or print the PDF.
Provide the document to the patient through your organization's approved communication process.
Reviewing the PDF Before Sharing
Before distributing either PDF, verify that:
Patient demographics are correct.
Diagnoses are current.
Medication lists are accurate.
Goals and interventions have been updated.
Physician approval has been completed, if required.
No draft or incomplete information is included.
Reviewing the PDF helps prevent the distribution of outdated or incomplete clinical information.
Sharing the PDF
Depending on your organization's workflow, PDFs may be:
Printed for the patient.
Downloaded for local storage.
Uploaded to an Electronic Health Record (EHR).
Shared securely with healthcare providers.
Attached to patient communications through approved channels.
Always follow your organization's privacy and security policies when sharing patient information.
Updating the Care Plan After PDF Generation
If changes are made after a PDF has been generated, the previously generated document will not automatically update. To ensure recipients receive the latest information:
Update the Care Plan.
Save all changes.
Complete physician approval again if required.
Generate a new PDF.
Always share the most recent version of the Care Plan.
Version Control
Each generated PDF reflects the Care Plan as it existed at the time of generation.
If the Care Plan is subsequently modified, a newly generated PDF will reflect those updates.
Organizations should establish procedures to ensure outdated PDFs are not distributed after significant clinical changes.
Best Practices
Generate PDFs only after reviewing the Care Plan for completeness.
Use the Provider PDF for clinical communication and documentation.
Use the Patient PDF to support education and engagement.
Regenerate PDFs whenever significant changes are made to the Care Plan.
Ensure only authorized users access or distribute patient information.
Verify physician approval before sharing provider-facing documentation when applicable.
Encourage patients to review their Patient PDF regularly and bring it to future appointments if requested.
Common Scenarios
Physician Referral
A patient requires consultation with a cardiologist.
Recommended Workflow
Finalize the Care Plan.
Obtain physician approval.
Generate the Provider PDF.
Share the document through your organization's approved referral process.
Patient Education
A patient has completed a Chronic Care Management visit.
Recommended Workflow
Review and finalize the Care Plan.
Generate the Patient PDF.
Provide the document to the patient before the visit concludes or through an approved secure communication method.
Annual Care Plan Review
The patient's Care Plan has been updated following an annual evaluation.
Recommended Workflow
Complete all updates.
Obtain any required approvals.
Generate new Provider and Patient PDFs.
Replace any previously distributed versions.
Troubleshooting
The generated PDF does not include my latest changes.
Verify that all edits have been saved before generating the PDF. If changes were made after the PDF was created, generate a new version.
Can I generate both PDFs for the same Care Plan?
Yes. The same Care Plan can be exported as both a Provider PDF and a Patient PDF, with each version formatted for its intended audience.
Can I generate a PDF for a draft Care Plan?
Depending on your organization's configuration, draft Care Plans may be available for export. However, it is recommended to generate PDFs only after the Care Plan has been reviewed and approved to ensure the information is complete and accurate.
Does generating a PDF change the Care Plan?
No. Generating a PDF is a read-only action and does not modify the Care Plan or its approval status.
Can previously generated PDFs be updated automatically?
No. PDFs are snapshots of the Care Plan at the time they are generated. Any subsequent changes require a new PDF to be created.