The gap between data and patient-centered plans
Clinicians often have abundant data but lack streamlined tools to convert biomarkers, genetics and lifestyle information into integrated, patient-centered plans patients will actually follow. Plans can be generic, poorly coordinated across disciplines and hard to monitor over time.
HolistiCare synthesizes clinical and lifestyle inputs into modular, evidence-linked care plans that remain clinician-editable. Plans translate long-term objectives into clear daily actions, assign roles, and include monitoring rules so teams can deliver consistent, defensible holistic care.
- Produces clinician-reviewable, modular care plans from multi-domain inputs.
- Links each recommendation to rationale and suggested monitoring cadence.
- Publishes plans to a white-label patient portal with daily micro-tasks.
- Supports multidisciplinary role assignment and task routing.
- Enables versioning and audit trails for governance.
- Exports de-identified reports for program evaluation and QI.
OUR SOLUTION
How HolistiCare builds and maintains personalized plans
Evidence-informed plan generation and modular design
HolistiCare uses guideline-informed rules and configurable logic to create initial plan drafts that align interventions with the most actionable findings and patient goals. Plans are modular, with nutrition, activity, sleep, medication and supplements presented as discrete components that can be assigned to clinicians, dietitians or coaches. Each recommendation includes a rationale and suggested monitoring cadence to support defensible care.
Clinicians can edit interventions, set escalation rules and version plans as new data come in. Templates for common pathways accelerate consistent, high-quality outputs across providers. The modular approach makes it easy to reuse validated blocks and adapt them for local practice.
Patient-facing design and adherence mechanics
Published plans appear in a clear patient dashboard showing top priorities, daily tasks and progress markers. Micro-actions are explicit and time-bound to increase completion. The platform uses adaptive reminders, motivational nudges and brief educational content to reinforce behavior change. Clinicians receive adherence summaries and can intervene where needed. This loop — plan, act, monitor, adjust — supports ongoing engagement and clinical oversight.
what you get
What is included in our personalized holistic plan feature?
Clinician-vetted, modular plans that connect clinical priorities to daily patient actions.
Plan Authoring & Templates
HolistiCare’s authoring workspace lets clinicians assemble plans from evidence-backed modules. Template libraries for cardiometabolic care, bone health, and others speed creation and include suggested labs, monitoring intervals and patient materials. Clinicians drag and drop modules for nutrition, exercise, supplements and medication review, assign owners and publish with a single sign-off. Templates are editable and can be saved as practice-level standards to ensure consistent care across providers. Decision points are built into plans so the system can suggest next steps at defined intervals, reducing manual tracking. This authoring environment reduces the time spent crafting individual plans while preserving clinician control.
Patient Portal & Daily Tasks
Plans publish to a white-label portal and mobile app where patients see a concise plan summary and a prioritized daily task list. Tasks are actionable, include short how-to content and can be marked complete with one tap. The portal supports multimedia resources and secure messaging for quick clinician clarifications. Notification frequency and tone are configurable to suit patient preferences, increasing engagement. For complex regimens, the portal surfaces a weekly focus so patients avoid overload. Clinicians get adherence snapshots that inform follow-ups and coaching. The portal’s design balances simplicity for patients with actionable detail for clinicians.
Monitoring, Alerts & Adjustments
HolistiCare continuously monitors plan adherence and objective outcomes, combining self-reported tasks with device metrics where available. If a patient misses multiple key tasks or objective markers trend negatively, configurable alerts notify the clinical team with contextual data and suggested actions. The platform supports one-click order entry for follow-up tests and streamlined scheduling for rapid reassessment. Plan adjustments are versioned and communicated to the patient with a clear rationale. This closed-loop approach ensures plans remain clinically relevant and reduces the chance that early issues degrade long-term outcomes.
Outcomes & Reporting
Each plan links to measurable outcomes at the patient and program level. The reporting module aggregates adherence, biomarker change and operational metrics such as time-to-plan and clinician edits per plan. Reports support program evaluation, payer conversations and quality improvement. Exportable, de-identified cohort reports enable clinics to analyze program performance and refine templates. By tying plans to measurable signals, teams can iterate on interventions and demonstrate program value while preserving clinician oversight over clinical decisions.
Creating Success
What makes HolistiCare unique for your practice
Modular evidence-backed plans
Create plans from clinician-vetted modules with linked rationale and monitoring rules for defensible care.
White-label patient delivery
Deliver patient-facing plans in your brand with configurable notifications and a secure portal to support adherence.
Governance and version control
Practice-level templates and versioned clinician edits ensure consistency and auditability across providers.
“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 personalized holistic plans feature
Answers clinicians ask before adopting Personalized Holistic Plans.
Yes. Existing care templates can be imported and adapted for immediate use.
Suggestions are evidence-linked; clinicians must review and approve dosing. Interaction checks run against the medication list.
Yes. Colors, logo and clinician contact details are customizable.
Clinician and operational onboarding workshops are included in pilot setups.
Yes. De-identified exports support QI and research while protecting patient privacy.
