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Care Journeys

Turn a long course of care
into a path the practice can follow.

Define a target outcome and ordered phases, apply the journey to a client, and see the plan activity, assignments, shared reflections, check-ins, and phase history that show where the work stands.

See how it works

What it helps you do

Give multi-phase care a visible structure without forcing every client through the same timeline.

Care Journeys lets a practice define the phases that repeat across a program or care approach, then creates a client-specific copy when the journey starts. Providers can move the client manually, use measurable automatic rules for selected phases, and change direction without losing the history.

Define the full path around one outcome

Create a reusable journey with a name, target outcome, description, and two to twelve ordered phases. Each phase can include its focus, readiness criteria, and a suggested number of weeks.

Apply a template without locking the client to it

Choose a client, select a saved journey, and add an optional target date. The first phase starts immediately, and the client journey keeps its own copy so later template edits do not rewrite active care.

See what happened during the current phase

Review the active improvement plan, total and completed assignments, shared reflections, and completed check-ins recorded since the phase began instead of judging the phase from elapsed time alone.

Use measurable phase rules when they fit

For any non-final phase, choose manual movement or require every saved rule to be met: days in phase, completed assignments, assignment completion rate, shared reflections, and completed check-ins.

Keep manual control available

A provider can move forward, return to an earlier phase, skip ahead, or update the current phase note even when automatic rules are configured. The final phase is always completed manually.

Preserve a clear journey history

The record shows when the journey started, phase changes, provider notes, automatic changes and the rules that triggered them, completion, or an early end, along with the recorded actor and time.

Make the course of care visible

Give the practice a repeatable pathway and each client a journey of their own.

Start free to build a Care Journey, or request a demo to see templates, phase rules, current-phase activity, and history together.

Request a demo