✨ When You Need This Guide
You might be setting up Care Plans because:
Your practice needs better visibility into ongoing patient health journeys
You're looking for ways to improve continuity of care between appointments
You want to monitor how well patients are following through with recommended treatments
Your providers asked for a way to see patient progress over time
You're trying to improve patient outcomes through better care coordination
You need to document ongoing care for insurance or quality reporting
✅ Setting Up Care Plans Step-by-Step
Care Plans is an easy and great way to keep up with your patients' health journey compliance. Here's how to get everything set up:
Part 1: Enable Care Plans for Appointment Types
Go to Scheduling > Settings This is your main scheduling configuration area.
Scroll down to "Set Appt Type Schedules" You'll see all your appointment types listed here.
Select your desired Appointment Type and turn it ON under the Care Plans dropdown Choose appointment types like follow-ups, treatments, or check-ups where you want to track patient progress.
Part 2: Configure Providers for Care Plans
Return to Scheduling Settings page and click "Set User/Provider Schedules" Now you'll set up which providers can use Care Plans.
Select your desired Provider(s) and enable the switch for "Provider Scheduling" This gives providers access to scheduling features including Care Plans.
Click the 3 lines to the right-hand side of the provider This opens the detailed configuration menu for that specific provider.
Make sure the selected appointment types are enabled for "Provider Scheduling" under the configure appointments page The appointment types you enabled in Part 1 need to also be turned on for each provider who will use them.
Voila! You are all ready to create patient care plans now Both your appointment types and providers are now configured for Care Plans.
💡 Common Scenarios & Solutions
What You Might Notice | What to Check | How to Fix It |
Providers can't see Care Plans options | Provider Scheduling not enabled | Go back to step 5 and enable Provider Scheduling for that provider |
Care Plans missing for specific appointment types | Appointment types not configured for provider | Check step 7 - make sure appointment types are enabled for Provider Scheduling |
Setup seems incomplete | Missing either Part 1 or Part 2 | Both appointment types AND providers need to be configure |
🎉 You'll Know It Worked When:
Care Plans dropdown shows "ON" for your selected appointment types
Provider Scheduling is enabled for your chosen providers
Selected appointment types are configured for Provider Scheduling
Providers can access Care Plans when scheduling appointments
You can start creating individual patient care plans
💬 Need Help? We're Here!
If you're having trouble with any part of the Care Plans setup, our support team typically responds within 30 minutes during business hours. Don't hesitate to reach out if you need help configuring providers or appointment types.
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