Clinical Care / Care Plans
JR

Care Plan Management

Monitor and manage care plans across all patients and providers

Total Plans
248
across 186 patients
Active
187
+12 this week
Due for Review
34
within 7 days
Completed This Month
27
↑ 18% vs last month
0 selected
Care Plans · 12 records
Patient Plan Title Status Risk Level Last Updated Provider Next Review Actions
Margaret Thompson#PT-00214
 Diabetes & CHF Management Active High Apr 1, 2026 Dr. Sarah Chen Apr 5, 2026
Robert Martinez#PT-00089
 COPD Exacerbation Protocol On Hold High Mar 28, 2026 Dr. Marcus Williams Mar 30, 2026 ⚠
Eleanor Vance#PT-00331
 Post-Surgical Cardiac Recovery Active Medium Apr 2, 2026 Dr. Priya Patel Apr 16, 2026
Harold Kim#PT-00156
 Preventive Wellness & Screening Completed Low Mar 15, 2026 NP Linda Torres Jun 15, 2026
Diane Forsythe#PT-00402
 Chronic Kidney Disease Mgmt Active High Mar 31, 2026 Dr. James Foster Apr 7, 2026
Alfonso Rivera#PT-00278
 Transitional Care Post-Discharge Pending Review Medium Apr 2, 2026 Dr. Sarah Chen Apr 9, 2026
Sylvia Grant#PT-00119
 Fall Prevention & Mobility Active Medium Mar 25, 2026 NP Linda Torres Apr 25, 2026
Benjamin Cole#PT-00365
 Hypertension Control Program Active Low Mar 20, 2026 Dr. Marcus Williams May 20, 2026
Carol Nguyen#PT-00492
 Mental Health & Depression Mgmt On Hold High Mar 10, 2026 Dr. Priya Patel Mar 24, 2026 ⚠
George Huang#PT-00207
 Type 2 Diabetes Education Completed Low Feb 28, 2026 Dr. James Foster Aug 28, 2026
Patricia O'Brien#PT-00533
 Stroke Rehabilitation Protocol Active High Apr 1, 2026 Dr. Sarah Chen Apr 8, 2026
Leonard Okafor#PT-00611
 Hospice Comfort Care Plan Pending Review High Mar 29, 2026 Dr. Marcus Williams Apr 3, 2026 ⚠
AI Assistant

The Care Plan Management page gives you a cross-patient view of all active, on-hold, and completed care plans across your organization.

  • Use the filter bar to narrow plans by status, provider, or risk level
  • Click any row to open the full care plan detail
  • Select multiple rows to perform bulk actions
Tip: Plans with a red next-review date are overdue and need immediate attention.
  • Active — Plan is currently in progress
  • On Hold — Paused, awaiting action or authorization
  • Pending Review — Needs clinical review before proceeding
  • Completed — All goals met or plan closed out

Select one or more plans using the checkboxes to unlock bulk actions:

  • Assign Provider — Reassign the care team
  • Update Status — Change status for selected plans
  • Export Selected — Download as CSV or PDF
  • High — Multiple comorbidities or acute condition
  • Medium — Managed condition with some instability
  • Low — Stable, preventive or wellness-focused
Risk levels are auto-calculated using the patient's HEDIS risk score and updated nightly.