Onboard
Invite the client and connect the right optional care plan
From client onboarding to recurring revenue
Build better follow-through.
Grow recurring revenue.
Onboard clients, assign focused between-session activities, review and refine their care, then turn consistent follow-up into an optional monthly service for your practice.
Assign
Choose activities relevant to the client’s improvement plan
Review & refine
Use progress and reflections to shape the next action
Build recurring revenue
Turn ongoing client follow-up into a monthly practice service
Step 01 Onboard the client
Bring each client into one clear care experience
Invite an active client, connect the care plan that fits, and set expectations for how between-session support will work.
- Confirm the provider-client connection and applicable permissions.
- Explain when submitted information is reviewed and which channel to use for urgent needs.
- Choose activities and sharing settings that fit the care plan.
- Keep the client’s participation and data-sharing choices clear.
Client care planConnected workspace
Connected clientActive care relationshipReady
Choose the activities and review expectations.
Activities assignedReview scheduled
Provider controls the care workflow
Step 02 Assign relevant activities
Turn the improvement plan into focused next steps
Choose evidence-informed activities that reinforce the work from the session and respond to the client’s current goals and needs.
- Assign cognitive restructuring, journaling, goals, habits, or other relevant activities.
- Set a clear cadence and next due date.
- Keep every activity connected to the client’s improvement plan.
- Use client-specific work rather than generic or copied instructions.
Current client planActive
Cognitive restructuringConnected to current goalAssigned
Guided journalReflection before next visitAssigned
Goal check-inScheduled for FridayNext
Step 03 Review and refine
See what changed and adapt the care plan
Review completions, mood, goals, reflections, and patterns before the next appointment. Use those signals to refine what the client does next.
- Enter a client-specific review summary.
- Record the next assignment, follow-up, plan change, or other verifiable action.
- Personally attest to completing the service.
- Keep the professional relationship, license, insurance, and program eligibility active.
The provider remains responsible for reviewing client information, applying professional judgment, and documenting the next action accurately.
Provider reviewIn progress
ReviewClient activity readyThe provider decides the appropriate next action.
- Assigned workVerified
- Client activityValid
- Care relationshipActive
- Provider eligibilityActive
- Next actionPending
Step 04 Build recurring practice revenue
Turn client follow-up into a monthly service
Package consistent between-session follow-up as an optional monthly service. Your practice sets the fee, delivers the value, and creates a revenue stream beyond appointment-based billing.
- Choose a monthly fee that fits your practice and the service you provide.
- Offer the service to appropriate active clients as an optional addition to their care.
- Deliver personal review, follow-up, and a clear next action each month.
- Grow the monthly revenue base as more clients choose to enroll.
Monthly follow-up serviceRecurring
Monthly client feeYou set itpriced for your practice and service
Revenue modelMonthly
Payment destinationYour practice
StatusReady to grow
Illustrative only. Actual revenue depends on fee, enrollment, completed service, and collection.
Common questions
Know before you begin.
What can providers assign?
Providers can choose activities, goals, check-ins, assessments, and other tools that fit the client’s care plan and their professional scope.
What can providers review?
The workspace brings assigned work, client responses, progress measures, reflections, and activity history together for provider review.
How does Habit of Care help practices build recurring revenue?
Habit of Care gives practices a clear workflow for offering consistent between-session follow-up as an optional monthly service. The practice sets its fee, delivers the service, and adds to its monthly revenue base as clients enroll.
What shapes recurring revenue?
Actual revenue depends on the practice fee, client enrollment, completed service, payment collection, and the rules that apply to the practice and service.
How does provider judgment fit into the workflow?
Providers review the available information, decide what it means, and choose each clinical or professional next action.
When is client activity reviewed?
Each practice sets and communicates its review cadence, along with the routes clients should use for urgent and emergency needs.
Care that keeps working between appointments
Extend your care.
Build recurring revenue.
Give clients consistent monthly follow-up while adding a service that grows your practice beyond appointment revenue.