Care Plan 2.0 is HealthArc's redesigned care planning module that streamlines patient care planning by providing a structured workflow, reusable templates, enhanced documentation, improved risk classification, physician approval workflows, integrated assessments, automated scheduling, AI-assisted call documentation, and improved PDF generation.

The module is designed to help care coordinators, nurses, providers, and care teams efficiently create, manage, review, approve, and update patient care plans while remaining aligned with industry best practices.

Highlights include:

Before creating a Care Plan, ensure:

The Care Plan page displays:

Previous Care Plans from the legacy module remain viewable and the latest monthly update can still be edited after migration. If you cannot find a care plan for a specific month, verify whether a care plan was generated for that time. If no care plan exists, there will be nothing to download.

Care Plan 2.0 Overview: Learn more

Select the + icon. The following options are available: Note: HealthArc does not support the creation of care plans by uploading PDFs. Care plans must be generated within the system itself.

Uses a predefined Care Plan Template to automatically populate:

Templates significantly reduce repetitive documentation for patients with similar clinical conditions.

Creates an entirely new Care Plan.

This workflow guides users through every section individually.

Duplicates an existing Care Plan and copies all applicable information into a new draft.

Ideal for:

Only necessary edits need to be made before publishing.

Future enhancement that will automatically generate Care Plans using AI assistance. This option was presented as a planned enhancement and is not included in the current release.

Creating a Care Plan: Learn more

Care Plan 2.0 follows a structured workflow consisting of the following sections:

Each section can be completed sequentially, and navigation becomes available after the Care Plan is initially created.

The Personal Details section builds the patient's overall health profile. It includes:

This section serves as the foundation for the remainder of the Care Plan.

Capture:

Historical information migrated from the legacy Care Plan is displayed under Additional Description.

Document patient lifestyle information including:

Sections may be skipped if not applicable.

Record:

Legacy medication data is retained separately when migrated from the previous Care Plan.

Document:

Previously migrated allergy information remains accessible through the Other section.

Capture patient behavioral and mental health information, including:

Migrated behavioral notes are preserved for reference.

Patient Information & Clinical Sections: Learn more

Assessments can be:

Completed assessments are stored within the Care Plan for future reference.

Identify factors affecting adherence, such as:

Selected barriers are saved as part of the patient's Care Plan.

The SDOH section documents:

These responses contribute to a more comprehensive understanding of patient health beyond clinical data.

Manage:

Vitals may be added, edited, or deleted directly within the Care Plan.

Assessments, Social Determinants of Health (SDOH) & Vitals: Learn more

Track recommended preventive care including:

Migrated preventive services remain available under legacy records.

Create measurable patient goals with defined targets and timelines to support improved clinical outcomes.

Define care activities associated with each SMART Goal to support patient progress. Interventions are linked directly to goals for better care coordination.

Assign patient-driven activities such as:

These tasks encourage patient engagement throughout their care journey.

SMART Goals, Interventions & Self-Management: Learn more

The Risk Classification section evaluates the patient's overall health risk based on factors such as chronic conditions, medications, recent hospitalizations, functional status, Social Determinants of Health (SDOH), and patient engagement. Assigning an appropriate risk level helps care teams prioritize high-risk patients, determine the intensity of care management services, and guide follow-up activities.

Risk Classification: Learn more

This section facilitates collaboration among healthcare professionals involved in the patient's care. The Care Team Review allows clinicians to review and validate the Care Plan before physician approval, while AI Call Notes automatically generate structured summaries and follow-up tasks from patient interactions. These features improve documentation quality, streamline workflows, and reduce administrative effort.

Care Team Review & AI Call Notes: Learn more

The Evaluations & Review Workflow enables periodic reassessment of a patient's health status and Care Plan. During an evaluation, care teams review assessments, medications, vitals, goals, interventions, and overall progress to determine whether updates are needed. Regular evaluations ensure the Care Plan remains accurate, relevant, and aligned with the patient's current clinical needs.

Evaluations & Review Workflow: Learn more

The Physician Approval Workflow provides clinical oversight by requiring completed Care Plans to be reviewed and approved by the assigned physician. Providers can approve the Care Plan, request revisions, or add clinical recommendations before final publication. This process ensures that Care Plans meet clinical standards and organizational compliance requirements.

Physician Approval Workflow: Learn more

Care Plan Templates provide standardized, reusable Care Plans for common conditions and care management programs. Templates can include predefined assessments, SMART Goals, interventions, preventive services, and patient education, allowing care coordinators to quickly create consistent Care Plans while still customizing them to each patient's unique needs.

Care Plan Templates: Learn more

Care Plan 2.0 allows users to generate professionally formatted Provider and Patient PDF versions of a Care Plan. The Provider PDF includes comprehensive clinical documentation for healthcare professionals, while the Patient PDF presents a simplified, easy-to-understand version focused on goals, self-management, and education. These PDFs support communication, care coordination, and patient engagement.

Provider & Patient PDF Generation: Learn more

The Program Switching feature enables organizations to transition patients between different care management programs—such as CCM, RPM, PCM, or AWV—without losing historical Care Plan data. When a program is changed, a new Care Plan is created for the selected program while previous Care Plans remain available for reference, ensuring continuity of care and preserving the patient's complete clinical history.

Program Switching: Learn more

The Billing Timer & Time Logging feature records the time spent providing care management services. Users can track activities using an automatic timer or manually log time for work completed outside the platform. Accurate time logging supports billing compliance, productivity tracking, and reimbursement by maintaining a detailed record of qualifying patient care activities.

Billing Timer & Time Logging: Learn more

Best Practices & FAQs: Learn more