Creates the plan, selects an activity, writes the instructions, and sets the due date.
Between-session care software
Create care plans, assign client activities, and review progress in one place.
Habit of Care is a provider workspace for managing the work clients do between appointments. Providers choose the plan and assignments. Clients complete them in Habit of Living. Completed work and progress return to the provider for review.
How information moves
The provider assigns the work. The client completes it. The result returns to the provider.
Habit of Care keeps the care plan, assigned activities, client responses, and provider review connected to the same client record.
Opens Habit of Living, completes the activity, and submits the requested response or check-in.
Reviews the submission and progress, updates the plan, and chooses the next action.
01
Client setup and care planning
Invite a client, create the care plan, and assign the next activity.
Providers control the client connection, goals, plan structure, instructions, timing, and every professional next action.
Invite and connect the client
Send an invitation, confirm the provider-client connection, and manage access from the client record.
Record goals, focus areas, and strategies
Build a client-specific plan and keep assigned work connected to the reason it belongs in care.
Organize care into defined phases
Create reusable journey templates, start a journey for a client, record each phase change, and review activity from the current phase.
Choose the activity, instructions, and due date
Select work from the activity library, adapt it for the client, and make the expected next step clear.
02
Activity library
Assign structured exercises, check-ins, goals, and habits.
Providers select the activity, tailor its instructions, choose when it is due, and review the client’s response.
Cognitive restructuring
Guided journaling
Goals and milestones
Habits and routines
Mood and progress check-ins
Assessments
Breathing and regulation skills
Guided visualization
Reflection activities
Barrier and issue tracking
Provider-directed skills practice
Client debrief questions
What the provider receives
The client’s completion status, submitted response, and available progress information appear with the client’s other assigned work.
03
Client app: Habit of Living
Clients see their assignments, complete activities, and submit progress.
The mobile and web experience shows the current plan, due work, reminders, provider connection, and available progress in one account.
The client can open the current plan and find the next activity without searching through messages or handouts.
Clients can complete provider-selected exercises, journals, check-ins, goals, habits, and other assigned work.
Clients can view recorded progress and manage the information shared through the active provider connection.
04
Provider review
Review completed work, client responses, and progress before the next appointment.
The dashboard and client record collect recent activity for provider review. The provider decides what the information means and what professional action should follow.
See recent client activity across the caseload
Review the current client workload and recent activity before opening an individual record.
Review the details in the client record
See completions, responses, mood, goals, habits, measures, and other recorded client activity together.
Create a focused review for the next conversation
Choose the relevant sections and questions, generate the debrief, and verify it before using it.
Update the plan and assign what comes next
Use provider judgment to record the response, change the plan when needed, and choose the next activity.
05
Agents
Automate approved reminders, prompts, and check-ins.
The provider chooses the client, purpose, timing, and allowed actions. Agents record their activity, and suggested content or summaries still require provider review.
Start from a preset or template, then define what the workflow is allowed to do.
Run configured reminders, prompts, check-ins, and other permitted follow-up tasks.
Inspect the activity log, review generated material, and change or stop the workflow.
06
Team and business tools
Manage team access, client messages, shared resources, and the monthly service.
Practice owners and authorized team members can manage the people, communication, reusable materials, and service settings connected to the provider workspace.
Send and review messages from the provider workspace.
Add team members and manage professional, administrative, and supervisory access.
Review team-level activity and available workflow measures.
Organize reusable materials that providers can share with clients.
Configure personal review, follow-up, and a documented next action as an optional monthly practice service when the approved service flow is available.
07
Practice types
Use Habit of Care as a solo provider, group practice, or behavioral health program.
Each practice chooses its activities, review schedule, permissions, templates, and professional workflows.
Create plans, send activities, review progress, and manage the optional monthly service from one account.
Manage provider and administrative roles, shared resources, team activity, and client work.
Configure templates, Care Journeys, permissions, and review practices for the program.
See it with your workflow
Find out whether Habit of Care fits your practice.
Start free or schedule a call to discuss how you currently assign, review, and document client work between appointments.