🩺 How to Create a Care Plan for a Patient in Aloha

✨ When You Need This Guide

You want to start a Care Plan for a patient
You’re ready to assign recurring visits for a specific appointment type
You want to ensure patients are on track with their treatment or wellness plan

Care Plans are a powerful tool to help patients stay consistent, organized, and on the path to progress—while making your team's day more structured!

✅ How to Create a Care Plan

Go to the CONTACTS tab and select “Show Contacts”
This will bring up your full contact list.
Search for the patient
Use the search bar in the top-right to find the patient you want to assign the Care Plan to.
Click their name and select “Create Care Plan”
You’ll now see a “Create Care Plan” button on their contact page.
Choose the appointment type
This is the type of visit the patient will be scheduled for throughout their plan.
Select the provider
Pick the doctor or practitioner that will see this patient.
Click “Start Care Plan” to begin
Now you can begin scheduling their visits.
Set the appointment times and build out the schedule
- Choose the time(s) for each day of the week
- Click “Add Week” to create a repeating schedule
- Adjust each week as needed
Click “Start Care Plan” again to finalize
Once finalized, the Care Plan is live and scheduled!

💡 Tips & Best Practices

✅ Add more appointment types: Click “Add Scheduling Options” if you’d like to include a second visit type (e.g. Adjustment + Rehab).
🚫 Care Plans cannot be edited or deleted once started in Aloha—any updates must be done from your EHR if available.

💡 Common Scenarios & Solutions

Scenario	What Might Be Happening	What You Can Do
You can’t find the “Create Care Plan” button	The patient may already have a Care Plan assigned	Double-check if a Care Plan is active for this patient
You need to change a Care Plan schedule	Aloha doesn't support edits once the plan is started	Make changes in your EHR
You want to include different visit types	You're building a multi-part plan (e.g., adjustment + massage)	Use Add Scheduling Options to include additional types
You're not seeing your providers in the dropdown	The provider may not be mapped correctly to Aloha	Reach out to support for assistance

🎉 You’ll Know It Worked When:

The Care Plan shows up in the patient’s contact record
The patient’s appointments are scheduled based on the Care Plan you built
Providers can view and manage the Care Plan schedule from Aloha or your EHR

Need Help? We're Right Here!

Got questions or hit a snag? Our support team is happy to help you get your Care Plan workflow dialed in.
📞 Call us at 1-800-563-0469
💬 Chat with us in-app — we respond within 30 minutes during business hours

🔗 Related Articles: