Skip to main content

Care Plan Management

Overview​

Care plans — also called programs or protocols depending on your context — are the central organizing structure for health monitoring. A care plan defines what activities participants should perform, what devices they should use, what alarm thresholds apply, and which professionals are responsible for their monitoring. Wellness platforms typically use plans to define a "wellness program" (e.g., a 30-day fitness challenge or corporate health check), while research teams use them as study protocols with scheduled assessments and data collection windows.

Components of a Care Plan​

Activities​

Scheduled tasks for patients:

  • Questionnaire completions
  • Vital sign measurements
  • Medication confirmations
  • Educational content consumption

Alarm Configuration​

Thresholds that trigger alerts when exceeded:

  • Per-observation-type thresholds (e.g., systolic BP > 180)
  • Configurable severity levels
  • Notification routing to specific professionals

Device Assignments​

Which devices patients should use:

  • Required Bluetooth medical devices
  • Optional wearable integrations (Fitbit, Garmin)

Professional Assignments​

Healthcare team members responsible for monitoring:

  • Primary care professionals
  • Specialists
  • Care coordinators

Workflow​

1. Plan Creation​

Organization administrators create plans through the web dashboard with configured activities, alarms, and device requirements.

2. Patient Assignment​

Patients are added to plans via the API or web dashboard:

PUT /api/plans/{plan_id}/monitoreds/{monitored_id}/

3. Professional Assignment​

Professionals are assigned to plans to monitor patients and receive alarm notifications.

4. Ongoing Management​

  • Monitor patient adherence to scheduled activities
  • Adjust alarm thresholds based on clinical needs
  • Add or remove activities as care requirements change