9 guides
Plans & assignments
Build care plans, assign activities, use templates, and review client work.
Build an improvement plan
Create a clear structure from focus areas to strategies and assigned activities. 5 min read
Approve and send a plan
Understand pending assignments, individual approval, and the plan-level Approve & send action. 3 min read
Edit or delete a plan
Update client-facing plan language and remove plan elements with the right continuity checks. 4 min read
Review and revise a plan
Use completed work, shared responses, progress signals, and client discussion to keep the plan useful. 4 min read
Use improvement-plan templates
Save repeatable structures and adapt a template before using it with a client. 4 min read
Due dates and recurring assignments
Choose one-time timing or Daily, Weekly, Bi-Weekly, and Monthly recurrence. 4 min read
Edit or delete an assignment
Change instructions or timing and remove assignments that are still eligible for deletion. 3 min read
Review shared assignments
Find client work that was explicitly shared and use it in the care conversation. 3 min read
Incomplete and rejected assignments
Use assignment status as a prompt for conversation, not a conclusion about motivation or progress. 3 min read