CarePlan Chronic Care Plan Modules

CarePlan Chronic Care Plan Modules

Estimated reading time: 3 min


A care plan for a patient can be comprised of a core plan and any number of modules. A module is itself a care plan, built up of components that can be configured and charged out as with a regular care plan.

Chronic Conditions

One application of modules is to allow treatment of ongoing chronic conditions. The core plan in this case would be a container for the condition, and the modules would be the particular treatments being applied at any given time.

  1. a plan is started for a patient, including a basic skin module with a 3 month duration
  2. during the first 3 months the patient’s skin condition worsens, so the basic skin module is renewed onto an acute module
  3. an additional module for joints is added to commence at the 3 month mark

Modular Plan Characteristics

The core plan contains the plan ID to the wellness provider, so all plan management (eg renewals, direct debits, manual debits etc) are related to the core plan
module renewals follow the same rules as core plans – they can be renewed onto any other module in the same category



Modules are configured as care plans. The method in which they are configured as modules is done through Care Plan Categories.

Categories are used to group related care plans together and control which are available for renewals. They have now been extended with two additional properties:

  1. Top Level Plans:
  2. Care plans in this category are available to use for patients as Core Plans.
    If this is not ticked then all Care Plans in the category can only be selected as modules

  3. Modules Allowed From:
  4. when used with the Top Level Plans flag, this indicates that the selected categories will be available in the modules list when adding a core plan to a patient
    when used without the Top Level Plans flag, the selected categories will be used as subcategories when selecting modules from the category


When there are many care plans in a category, then subcategories can be used to present a reduced list of choices.

The following categories diagram shows an example of how this might be applied:

In this example, core plans are chosen from the Chronic Conditions category, which is set up as follows:

The Joints category is further subdivided into two subcategories, Metacam Combos and Seraquin Combos, and is configured as follows:

Care plans for the Joints modules would then be configured with either the Metacam or Seraquin category as appropriate. When adding a care plan to a patient, this would then be displayed as follows:

Required Categories

A category can be flagged as Required – this means that a module in this category (or a subcategory) must be chosen for a new plan.

When adding a care plan, a category flagged as required will show a “%(color-red)REQUIRED%” label next to the category name:

Adding Care Plans with Modules

Modules can be selected from the Add-On Modules step when adding a care plan to a patient:

This step will only be available if the core care plan is in a category that allows module selections. If so then a list of all available module categories will be shown. When a category is selected then the related drop down list will show all the modules available in that category.

Reviewing Modules for Patient Care Plans

Modules can be reviewed and changed from the patient care plan details by selecting More Options and then clicking on the Renewal button.

This will present the renewal workflow:

Renewal Summary

This presents a summary of the current core plan plus any active modules.

The plan that each of these categories will renew onto is also shown. The information button can be clicked to show the renewal logic for auto-renewals.

Review Core Plan

This step gives the opportunity to change the core plan. This will only be available if the core plan has an end date. If the core plan is perpetual (i.e. non-expiring) then this step will be skipped. In order to change a perpetual plan, it must be cancelled and a new care plan created.

The current core plan is highlighted in red. You can choose to either renew onto the same plan again, or select another plan from the list:

Confirm Modules

This step will show all the available module categories for the core plan.

This allows the following actions:

  1. Renew a module onto the same care plan.
  2. Renew a module into a different care plan in the same category.
  3. Finish an existing module by not renewing.
  4. Start a new module in a category.

Module Date Rules

  • modules that are selected during plan creation will run from the start of the plan until their expiry (based on their duration).
  • new modules can be added in 1 month intervals from start of plan.
  • the global setting for module start delay determines the next available day of month on which modules can be added.
  • if module runs past the core plan expiry then the module expiry date will be set to match the core plan.
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