--- title: CLINICAL - Care Plans slug: portal-sub/clinical-care-plans docTags: createdAt: 2026-03-04T12:03:13.439Z --- A care plan is a structured recall that is set by criteria and must meet a certain set of predetermined rules. This may include one or more interventions, and one or more activities. Care plans require enrolment, and can be done on an individual or global enrolment level. They provide the ability to auto generate letters and manage plans based on outcomes, and have reporting and analysis abilities. ## Three Components of a Care Plan 1. Title – The name of the Care Plan itself. 2. Intervention(s) – One or more visits at the office that are relevant to the Care Plan. 3. Action(s) – One or more actions that will be completed during each intervention. ## Care Plan Creation 1. Create an outline of your plan on paper. This step is important, and will save you time as you enter the information into Profile. The outline of the plan should include all the components of the care plan. | Example: | Well Man Health Check (Title) | | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | | 40 Year Male Health Check (Intervention): Mental Health Evaluation (Action); Vital Measurement Check; Rectal Digital Exam; Complete Blood Count | | | 50 Year Male Health Check: Discuss Lifestyle; Discuss Diet; HDL Cholesterol; Complete Physical | | | 75 Year Male Health Check: ECG Tracing; Holter Test; Complete Physical | 2. The care plan title, interventions, and actions each require unique service codes. Go to **Maintain/Services** and create the service codes. See documentation for Service Codes for additional help. 3. Go to **Maintain/Care Plans** and click **New**: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Viz7fq_SzvB45ygLJl4ZI_fgsefgnm41enlqncgg9s4vhxbqk-ebjzkw.png" size="10" isUploading="false" initialPath="assets/fGsEfgnm41eNLqncgg9S4vhXBqK-EBjZKw.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/fGsEfgnm41eNLqncgg9S4vhXBqK-EBjZKw.png" position="flex-start" showCaption="false" indent="2"} 4. The Maintain care plan window will appear, and start in the **Plan** tab. Enter the service code of the plan title in the **Plan** field. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xQrr-WnmOfOwFeTTBSSwd_wmu1t7p9kdsvpsjjwwmbdeaqsbn9goivq.png" size="85" isUploading="false" initialPath="assets/wM_u1t7P9kdSvPSJjwWmbDeAQSbn9goiVQ.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/wM_u1t7P9kdSvPSJjwWmbDeAQSbn9goiVQ.png" position="flex-start" showCaption="false" indent="2"} 5. Under the **Screening** tab, you are able to choose events that will trigger the request to be added to the care plan, followed by the screening rules which determine whether or not the patient is appropriate for the plan. In the below example, if a New Encounter is created for a male patient over 40 years old, Profile will prompt to enroll the patient in the Care Plan. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1ZfaxobaMQK9rnfWj9ah1_jwubu3rnouhjlstpk2rhuxsfn3i5xvneg.png" size="96" isUploading="false" initialPath="assets/jWuBu3rn_oUHJlStPk2RHuXSFN3i5xVneg.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/jWuBu3rn_oUHJlStPk2RHuXSFN3i5xVneg.png" position="flex-start" showCaption="false" indent="2"} 6. The **Intervention** tab outlines the individual visit criteria, and the actions associated with that visit. Click **New Intervention**and enter the service code for the visit: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZyFltzLOH6lYLP2P5NtFo_e3kzb9l-hvfyuew6abl7fqmwy9bofu7dw.png" size="10" isUploading="false" initialPath="assets/E3KZb9l-HVfYUEw6aB_l7fqmwY9boFU7Dw.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/E3KZb9l-HVfYUEw6aB_l7fqmwY9boFU7Dw.png" position="flex-start" showCaption="false" indent="2"} 7. Under **Service**, enter all relevant visit criteria in the areas provided. When finished, press **OK**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5qWt6u-FRQMBsab-v7WJt_kj-4pw4nhod7ieiyd4gfncrlqwcpayg1q.png" size="68" isUploading="false" initialPath="assets/-kj-4pW4nHOd7ieiyd4GFNcRlQWCpAYg1Q.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/-kj-4pW4nHOd7ieiyd4GFNcRlQWCpAYg1Q.png" position="flex-start" showCaption="false" indent="2"} 8. Add the actions that are trigged by the visit criteria. Click **New Action** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZzATO3lK8sDDl2yOTAU9v_kdjjuniwuugywnwhcghln7hz58lppidiq.png" size="10" isUploading="false" initialPath="assets/KdjjU_niwuUGyWNwhcgHln7Hz58lppIDIQ.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/KdjjU_niwuUGyWNwhcgHln7Hz58lppIDIQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} by choosing the dropdown arrow next to the New Action icon. Select the relevant action from the dropdown list. If none of the options are relevant, select **Base**. The new action window will appear, and in the **Service** placeholder, enter the Action Service code. If another service is required, repeat as necessary. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QJ5bwkGQ7QZD9fGS9MuYD_fvcr2rgfdf28eiqpftyesvontmgazncrsw.png" size="77" isUploading="false" initialPath="assets/fvCr2RGfDF28eIqpfTyEsvontmgAZNCrsw.png" githubPath="en/Care Plans and Interventions/Care Plans- General/assets/fvCr2RGfDF28eIqpfTyEsvontmgAZNCrsw.png" position="flex-start" showCaption="false" indent="2"} 9. Repeat steps 7 and 8 until all visit criteria and actions have been entered. 10. The **Outcomes** tab allows you to select from a list of outcome reasons relevant to the care plan you have created. 11. The **Letters** tab allows you to customize care plan letters for each set of visit criteria. This allows you to auto generate care plan letters specific to visit criteria at the same time. 12. Press **OK** to save the Care Plan. The option to enrol patients in the care plan can be done globally, or at an individual level. At the individual level, an option to enrol the patient into the care plan will automatically pop up when the set criteria has been met, and is triggered by the event you chose in the Screening tab. To view all patients due for a visit, go to Report / Intervention List, and set the dates accordingly. To view a patient’s care plan and due visits, go to Medical Record/Care Plans. Visits can also be actioned here or in New Encounter/Care Plans and Tasks. *** ## Attachments ::File{src="https://api.qa.archbee.co/api/presign/zICxj0dnLereb6UUrBA3-/Uhn9dlq5hf3dVSoZmOocT_6000237254-care-plans.pdf" label="Care Plans.pdf" initialPath="../../../attachments-export/6000237254-Care%20Plans.pdf" githubPath="attachments-export/6000237254-Care Plans.pdf"}