The gap between advice and action
Patients leave visits motivated but uncertain what to do first. Vague recommendations lead to low adherence and missed opportunities for improvement.
HolistiCare converts clinician recommendations into explicit, time-bound tasks and delivers them to the patient with reminders and support. Clinicians can monitor completion, intervene early and maintain an audit trail of plan changes.
- Produce SMART tasks from clinician guidance.
- Deliver tasks via app, SMS or email with reminders.
- Monitor completion and objective validation where possible.
- Configure escalation pathways for non-adherence.
- Assign tasks to multidisciplinary team members.
- Version plans with clinician sign-off.
OUR SOLUTION
How action plans create measurable, patient-facing tasks
Task generation and personalization
During plan authoring the clinician defines goals and the system generates SMART micro-tasks with frequency, duration and success criteria. Tasks include brief rationale and optional multimedia instructions. The platform personalizes timing to patient schedules and adjusts task difficulty based on progress. Templates for common conditions speed task creation and clinics can maintain practice-level libraries for consistent care.
Tasks are intentionally small and focused to encourage early wins. If wearable or device data are available, the system can use objective measures to validate completion. The approach reduces ambiguity for patients and frees clinicians from repetitive task drafting.
Monitoring adherence and role-driven escalation
Patients report completion via the app and the platform aggregates adherence signals into clinician dashboards. Configurable thresholds trigger outreach: coaching staff handle low-intensity barriers, nurses manage medication issues and clinicians handle safety concerns. All task edits and escalations are logged to maintain an audit trail. This structure allows clinics to direct resources according to clinical need while preserving clinician oversight.
what you get
What you get with action plans?
Clear micro-tasks, adherence monitoring, and role-based escalation that turn recommendations into measurable steps.
SMART Task Builder
The SMART Task Builder converts clinical goals into precise actions with measurable success criteria. Clinicians select target outcomes and the builder suggests specific tasks including frequency and duration. Tasks include short instructions and links to resources. Progressive templates allow safe step-ups or step-downs depending on performance. For example, a physical activity plan can begin with achievable steps and escalate as capacity grows. Saved templates speed future plan creation and ensure consistency across providers. The builder helps patients understand exactly what to do and reduces clinician time spent writing task instructions.
Patient Delivery & Reinforcement
Tasks appear in the patient app or via SMS/email and include friendly reminders and quick how-to content. Delivery adapts to patient preferences and device availability. When patients report barriers, the system suggests alternate steps or notifies the assigned coach. Reinforcement messages celebrate early wins and help maintain motivation. Because the platform supports multimedia materials, clinicians can add short instructional videos or images that lower the barrier to correct task completion. This adaptive delivery model improves engagement and reduces attrition.
Clinician Dashboard & Adherence Metrics
Clinicians access an adherence dashboard that highlights low-completion patients, shows trends and displays recent task histories. Filters enable prioritization by risk or program. For each patient, clinicians see objective device measures when available, self-reported barriers and prior interventions. The dashboard also calculates program-level metrics that support quality improvement and payer reporting. These insights make outreach more targeted and visits more efficient.
Escalation & Role-based Workflows
Escalation rules route interventions based on configured thresholds. The platform supports delegation so coaches handle adherence issues, nurses manage medication or safety flags and physicians review clinical escalations. Each escalation includes context — recent tasks, objective measurements and prior notes — so the responder can act quickly. Actions and resolution notes are logged for governance. This role-driven approach avoids overloading clinicians with routine follow-ups and ensures clinical safety concerns receive appropriate attention.
Creating Success
What makes HolistiCare unique for your practice
Evidence-based task templates
Clinician-reviewed templates convert guidelines into precise, measurable tasks for common conditions.
Adaptive delivery and reinforcement
Personalized timing and nudges increase early completion and sustain habit formation.
Role-aware escalation routing
Configurable rules ensure nonclinical tasks are handled by coaches while clinical risks reach clinicians promptly.
“I’ve really enjoyed working with the Holisticare team. Their AI-powered platform is the future of health coaching—streamlined, scalable, and built to keep clients engaged. I’m excited to see how it will continue to transform the way we deliver personalised care.”
Chief Medical Officer
FAQ
FAQs about HolistiCare action plans feature
Operational and clinical guidance for Action Plans adoption.
Patients can request adjustments; clinicians or coaches review and approve with a logged rationale.
Where available, device data can validate task completion, otherwise self-report is used.
Short operational sessions for coaches and clinicians; workflow workshops for staff.
Yes. De-identified exports support QI and payer reporting.
