Care Plan Templates

You can pre-create care plan templates to make writing notes easier during the actual visit itself. You can build a care plan template by hand, or describe the care plan you want and have AI generate a draft for you to review, refine, and publish. Here are the following types of questions that you can ask in the care plan template:

You can find the definitions of each of the question types here.

• Multiple Choice
• Dropdown
• Short Answer
• Grid
• Table
• Number
• Paragraph
• Date
• Time
• Picture
• File
• Statement
• Consent
• SSN
• Address
• Allergy
• Medication
• Condition
• Vitals
• PDF Upload
• Editor
• ICD Codes
• CPT Codes

Steps

Step 1: Create a care plan template (EMR)

You can create a care plan template with AI or by hand.

Option A: Generate a care plan template with AI

Note: "Generate with AI" is only available on the Pro and Enterprise tiers.

To generate a care plan template with AI:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Care Plan Templates

• Click "Generate with AI". This button appears once your organization has at least one care plan template; if you don't have any yet, create one by hand first (see Option B).

• The "Generate a care plan template with AI" modal will pop up. In Describe the care plan template you want, describe the care plan template, its sections, and the questions each section should contain. The more specific you are, the closer the draft will be to what you want. For example:

  Create a diabetes care plan with three sections. "Assessment": conditions, current medications, most recent A1C (number), and vitals. "Goals": target A1C (number), target weight (number), and patient-stated goals (paragraph). "Interventions": diet counseling provided (multiple choice: Yes, No), referral to a dietitian (multiple choice: Yes, No), and follow-up date (date). Only show "Referral reason" (paragraph) if referral to a dietitian is Yes.

• Click "Generate care plan template". The AI creates a new care plan template with a name, description, sections, and questions, and opens it in the care plan template builder.

• The generated care plan template is an editable draft. It isn't visible to organization members or patients until you publish it.

A few things to know about generated care plan templates:

• Usable by is set to all organization members. To restrict who can complete and assign the care plan, or who can view it in a patient's chart, click the care plan template details card and update Usable by and Viewable By.
• The AI can add simple show/hide logic to sections and questions based on the answers to multiple choice or dropdown questions. Review any logic it adds, and follow the instructions here to change it.
• If you see "Could not generate a care plan template from that instruction. Try rephrasing.", reword your description and try again.

Option B: Create a care plan template by hand

To create a care plan template by hand:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Care Plan Templates

• Click "Create a care plan template"

• The "Add Care Plan Template" modal will pop up. In it, set:

  • Name: Name of care plan template
  • Description: Description of care plan template
  • Usable by: Which organization members can complete this care plan and assign it to patients. By default, care plans can be completed and assigned to a patient by any organization member. However, care plans can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain care plans are only relevant for PCPs to complete vs. other care plans are only relevant for nurses to complete.
  • Viewable By: This setting allows you to control which organization members can view the care plan in a patient’s chart. Access can be restricted by user role, medical center, or individual user. For example, in a clinic offering both therapy and psychiatry, you can configure therapy-related care plans to be viewable only by therapists by restricting the template to that specialization.

• Click "Create Care Plan Template"

• Click "Add section" to add a section to the care plan template

• Click "Add question" to add a question to the care plan template

• Select the type of question you want to ask.

• For each question, set:

  • Required: Whether a response to this question is required
  • Show on Summary Card: Whether this question and its' response should show up on the summary card when a user is scanning a patient's chart
  • Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
  • Title: Title of the question where it says "type your title here"
  • All other parameters are specific per question type

• Click on any care plan template details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a care plan template and the trash can icon to delete a question in the care plan template.

• To print PDFs of this care plan template on your organization's letterhead, click the care plan template details card and check "Use company letterhead when generating care plan PDFs" under "Letterhead". A letterhead must be uploaded first. Follow the instructions here to upload one.

• Drag a section or question card when it's in view mode to reorder it.

Step 2: Refine the care plan template with AI (EMR)

Note: "Refine with AI" is only available on the Pro and Enterprise tiers.

Whether you generated the care plan template with AI or built it by hand, you can describe changes in plain language and have AI apply them:

• Open the care plan template in the care plan template builder

• Click "Refine with AI" at the top of the builder

• The "Refine this care plan template with AI" modal will pop up. In Describe the changes you want, list the changes. For example:

  Add a section for barriers to care, make the follow-up date required, and remove the target weight question.

• Click "Apply changes". The changes are applied to the draft, and the builder reloads with the updated care plan template.

• Review the changes. You can keep editing by hand, or click "Refine with AI" again to make more changes.

Step 3: Embed in logic (EMR)

You can embed in logic into the sections and questions in the care plan templates. Follow the instructions here to embed logic.

Step 4: Publish the care plan template (EMR)

Press "Publish" to publish all of the changes and make them visible to organization members and patients. This includes care plan templates generated or refined with AI — review the draft before you publish it.

Step 5: Create smart phrases (EMR)

You can use smart phrases in care plans. Follow the instructions here to set up smart phrases.