Care Plans & Receipts
Every visit ends with the patient holding two beautiful, branded, large-print documents — readable in the portal or printed at checkout. Plain language, no jargon. The first explains their condition and exactly what happens next; the second makes the bill and their benefits obvious. Both are generated automatically from the encounter.
The two documents
1 · Treatment Plan
- "Thanks for coming in — you saw Dr. X for [condition]."
- Reassurance with real numbers: "don't worry — about N million people get this each year."
- When you'll feel better (e.g. 24–48 hours).
- Day-by-day plan — what to do, eat, drink, rest.
- Prescriptions already sent to your pharmacy, with cost; "they'll text you when it's ready."
- Finish your meds · warning signs to come back · we'll text/email to check on you · follow-up date.
2 · Bill & Benefits
- What we did on this date, in plain words.
- What you owe — large and clear.
- Deductible progress — "$350 of $500 met."
- Included in your plan — eye exams, hearing, glasses, colonoscopy, vaccines.
- We recommend you book… — "it's been 2 years since your eye exam."
Condition library
Care plans are authored per condition (and per common combination), in plain English at a large-print reading level. The live gallery currently includes:
- Strep throat
- Sore throat (viral)
- Common cold / URI
- Influenza
- Acute sinusitis
- Acute bronchitis
- Urinary tract infection
- Sexually transmitted infection
- Ankle sprain
- Wrist fracture
- Low back pain
- Pink eye
- Ear infection
- Migraine
- Acid reflux (GERD)
- Seasonal allergies
- Pre-diabetes
- Anxiety / depression
- Hypertension + diabetes + lipids (combo)
- Colonoscopy prep
- Skin biopsy referral
- Routine lab work
- Prenatal confirmation
- Perfectly healthy (all-clear)
The target set covers the most common conditions and combinations a primary-care physician sees and bills — see the Common PCP Conditions & Billing reference for the full master list and which plans exist.
How it's generated
- Condition → plan: the encounter's diagnosis selects the matching care-plan template; combos merge.
- Personalized: patient name, provider, visit date/time, pharmacy, prescription & cost, and follow-up interval are filled from the encounter.
- Bill: charges + the patient's eligibility (copay, coinsurance, deductible met) and plan benefits drive the bill & recommendations.
- Delivery: rendered in the patient portal (read online) and as a print-ready PDF the front desk can hand over at checkout.
Delivery Phases
Per-condition treatment-plan + bill templates, auto-filled from the encounter; portal view + printable PDF.
Answer-aware plan details, real pharmacy routing + cost, automated text/email check-ins and follow-up scheduling, benefit-gap recommendations from eligibility.
Comprehensive condition/combination coverage, reading-level + multi-language variants, and practice-branding controls.
Module Dependencies
- Upstream — Encounters provides the diagnosis, plan & coding; Eligibility provides coverage/deductible/benefits.
- Lateral — eRx provides the prescription + pharmacy; Clinical Documentation provides the visit content.
- Downstream — Patient Portal renders both documents; RCM drives the bill.
View the documents
The full, branded patient documents are included right here in the PRD:
- Care Plan & Receipt Gallery — 13 branded per-condition recovery plans + the visit receipt.
- Bill & Benefits — what you owe, deductible progress, and covered plan benefits.