Carepath Templates
The Carepath Templates feature enables healthcare teams to create, manage, and track structured patient care journeys. Templates define the steps patients follow through their treatment process.Overview
Carepaths provide a standardized approach to patient care by defining sequential steps that guide patients through their treatment journey. Each template can include questionnaires, tasks, and milestones.Carepaths ensure consistent care delivery across your organization while allowing flexibility for individual patient needs.
Key Features
Template Management
Create, edit, duplicate, and organize templates
Version Control
Track changes with full version history
Step Types
Questionnaires, tasks, and milestones
Patient Assignment
Assign and track patient progress
Step Types
- Questionnaire Steps
- Task Steps
- Milestone Steps
Embed forms for patient data collection at specific points in the care journey.Use cases:
- Pre-operative assessments
- Daily symptom tracking
- Post-procedure follow-ups
User Interface
View Modes
| Mode | Description |
|---|---|
| Table View | Detailed list with sortable columns |
| Card View | Visual grid with template summaries |
Statistics Dashboard
Total Templates
Count of all templates
Active Patients
Patients on carepaths
Total Steps
Steps across all templates
Avg Steps
Average steps per template
Template Actions
1
Create
Start a new template from scratch with the template builder
2
Edit
Modify template steps, settings, and metadata
3
Duplicate
Create a copy of an existing template for variations
4
Preview
View template as a patient would see it
5
Export/Import
Share templates as JSON files between systems
Creating a Template
1
Basic Information
Enter template name and description
2
Add Steps
Add questionnaire, task, or milestone steps
3
Configure Steps
Set step details, requirements, and timing
4
Review
Preview the complete template
5
Save
Save and optionally assign to patients
Step Configuration
| Field | Description |
|---|---|
| Title | Step name displayed to patient |
| Description | Detailed instructions |
| Type | Questionnaire, Task, or Milestone |
| Required | Whether step must be completed |
| Duration | Expected time to complete |
| Dependencies | Previous steps that must be done first |
Filtering & Search
Search
Find templates by name or description using the search bar.Filters
| Filter | Options |
|---|---|
| Step Count | 1-3, 4-6, 7-10, 10+ |
| Patient Usage | With patients, Without patients |
| Status | Active, Draft, Archived |
Version History
Every change to a template is tracked:| Change Type | Description |
|---|---|
created | Initial template creation |
updated | General updates |
step_added | New step added |
step_removed | Step deleted |
step_modified | Step settings changed |
reordered | Step order changed |
Version Information
Each version records:- Version number (auto-incremented)
- Change description
- User who made the change
- Timestamp
- Previous/new values (for rollback)
Bulk Operations
Select multiple templates to:- Export selected templates together
- Delete multiple templates at once
- Archive templates
Patient Assignment
Assigning a Template
1
Select Template
Choose the appropriate carepath template
2
Select Patient
Choose patient(s) to assign
3
Set Start Date
Configure when the carepath begins
4
Confirm
Review and confirm assignment
Tracking Progress
Monitor patient progress through:- Step completion status
- Time spent on each step
- Questionnaire responses
- Task completion
Integration Points
Patient Dashboard
Patient Dashboard
View patient’s active carepath progress from their profile.
Pending Approvals
Pending Approvals
Review questionnaire submissions from carepath steps.
Alerts
Alerts
Trigger alerts based on carepath questionnaire responses.
Analytics
Analytics
Track carepath completion rates and outcomes.
Best Practices
Start Simple: Begin with essential steps, add complexity as needed
Use Questionnaires: Collect structured data at key points
Version Control: Document changes when updating templates
Monitor Usage: Review patient statistics to optimize templates
Example Templates
| Template | Steps | Use Case |
|---|---|---|
| Pre-Surgery Prep | 5 | Surgical preparation checklist |
| Post-Op Recovery | 8 | Post-operative monitoring |
| Chronic Care | 12 | Ongoing condition management |
| New Patient Onboarding | 4 | Initial patient setup |