Care Pathway Builder

Note: You can download the Care Pathway Builder manual in PDF format at the end of the article.

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1. Overview

The Care Pathway Builder is a tool for healthcare professionals to design personalized, automated care plans. It enhances patient management by standardizing pathways, automating follow-ups, and setting alerts for key health metrics, making it ideal for long-term or complex care needs.

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2. Key features

• Define pathway details like title, duration, involved providers, and locations.
• Use customizable widgets (questions, activities, educational content) to engage patients.
• Schedule appointments and set conditions for dynamic care adjustments.
• Trigger alerts based on metric thresholds to monitor patient health.
• Collect consent and store files directly in the patient record.

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3. Create a new care plan

• Access the Care Pathway Builder by clicking on
• Click on "Build a care pathway".
• Fill in general information (title, description, duration).
• Define involved actors (roles like primary physician, nurse, etc.).
• Specify locations where care will be delivered.

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4. Building a care plan

• Add necessary elements (widgets and automations) by drag-and-drop. See details in the table below.
• Set periodicity to your elements by clicking on  when configuring them.
• Connect elements to create the flow, reorganize the order as wanted. Create defaults or specific connections depending on answers.
• Define time intervals between actions by using  .
• Select important data to display and add them in the triage system, by clicking on . Important metrics will be displayed directly in the patient list view.

Care plan builder elements:

Elements	Icon	Purpose	Summary
Text		To display information
Open Question		To collect free-text answers from patients.	Allows free-text answers with optional word/character limits and scoring based on specific keywords
Date question		To record the date of a specific patient event.	Patients can select a date, with optional time input and cognitive test mode to assess memory accuracy.
Numeric question		To collect numerical data for metric tracking.	Patients input numeric values, with options for metric scoring and triage activation.
Scale question		To rate an item on a scale, such as 1 to 10	Patients rate items on a defined scale, with scoring based on predefined metric thresholds.
Single choice question		To have patients select one option from a list	Patients select one option, each with an assigned score.
Multiple choice question		To allow patients to select multiple options	Patients can select multiple options, with flexible selection limits and scoring per answer.
Likert question		To measure attitudes or opinions on a scale	Provides a linear scale of responses, and establishes a scoring system based on the answers.
Questionnaire		To incorporate an entire questionnaire into the care plan.	Patients complete questionnaires, with results and scores automatically stored in their record.
Activity		To guide patients through activities	Provides instructions, tips, and video links for activities.
Education		To educate patients with relevant information	Displays instructional videos and descriptions to support patient understanding.
Graph		To visually display data trends for patients	Displays recent metric values in a graph to monitor progress over time.
Consent		To obtain consent for specific document/actions	Allows patients to consent or decline after reviewing provided documents.
File upload		To facilitate file sharing with patients and practitioners	Allows patients to upload files or access documents provided by healthcare providers.
Appointment		To schedule appointments with patient automatically	Set up appointments by defining type, location, and timing, automatically adding them to your agenda and patient record.
Conditition		To create conditional pathways based on patient data	Define conditions using metrics and comparison operators to automate pathways based on real-time patient data.

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5. Setting up alerts

• To add alerts to the care plan, click on 
• Define triggering conditions (metric value, periodicity…).
• Specify actions to be taken.
• Assign responsible actors.
• Set resolution timeframes.
• Configure escalations if needed.

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6. Publication and assignement

• Review the entire pathway.
• Publish the care plan. A published plan can no longer be modified (only duplicated).
• Assign it to the relevant patients by going to the patient list or patient record.
• A patient can follow multiple careplans simultaneously.
• A care plan can be archived or deleted.