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Build a care plan

Create a structured care plan with conditions, recommended services, and measurable goals using the six-step Care Plan Builder.

Before you start​

  • You need a care role that can create care plans (Nurse Care Manager, Social Worker, Behavioral Health Clinician, Care Coordinator, or Care Navigator).
  • In the left menu, go to Members → Care Plans. This page lists existing care plans with their status, progress, goals, and interventions.

Steps​

  1. Click New Care Plan at the top right. The Care Plan Builder opens with a step list on the left and a progress bar in the header.
  2. Step 1 — Patient: search for and select the member the plan is for.
  3. Step 2 — Conditions: choose the conditions from the member's record that this plan will address.
  4. Step 3 — Assessment: review the member's recent results and screening findings.
  5. Step 4 — Services: pick recommended services and programs to include in the plan.
  6. Step 5 — Goals: set goals and actions for the plan (for example, "Maintain BP below 130/80" with a target date).
  7. Step 6 — Review: check the full plan summary, then click Publish Care Plan. A Saved confirmation appears in the header.
  8. The new plan now appears on the Care Plans list, where you can reopen it or track goal completion.

Tips / Troubleshooting​

  • Use the Next/Back arrows or the step list to move between steps; you can't advance until the current step's required choices are made.
  • For a quick plan while you're already in a member's workspace, use the Care Plan Builder entry under Role Actions — a single-page form with a title, dates, and goals, saved with Save Care Plan.
  • Click Refresh on the Care Plans list if a just-published plan doesn't appear immediately.