Organize the plan from need to action
Create a focus area for the client priority, add the agreed strategy, and attach the concrete activity that puts the strategy into practice between appointments.
Connect every assignment
to the reason it belongs in care.
Build a client-specific plan from focus areas to strategies to assigned activities, edit the client view, and control which pending work is approved and sent.
What it helps you do
Keep the care direction and the work between appointments in the same structure.
The Plan Designer shows why each assignment exists. Providers can create or edit the plan, use a saved starting point, review the client-facing language, and change active work when completion, barriers, or new context call for a different approach.
Edit what the client will read
Review the client view before activation and change titles, descriptions, strategies, and instructions so the plan uses language the client recognizes and a next step they can act on.
Assign from the full Activity Library
Add structured reflection, skills, assessments, tracking, goals, habits, and other activity types directly to the strategy they support instead of managing homework outside the plan.
Set timing that matches the work
Use a single due date or Daily, Weekly, Bi-Weekly, or Monthly recurrence. Edit the instructions or schedule when the agreement changes, subject to the limits on finalized work.
Review before the client receives it
Keep new assignments pending while the plan is being built. Approve an individual item or use Approve & send to make every ready assignment in the plan available to the client.
Revise the plan from what actually happened
Review shared responses, progress signals, completed work, overdue items, and declined assignments, then continue, simplify, replace, pause, or stop the strategy with the client.
Move from a care direction to assigned work without losing the connection between them.
Start free to build a client plan, or request a demo to see the provider editor, client view, scheduling, and approval controls.