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Treatment Plans Overview in Invent Medical: Care Pathways, Protocols & Progress Tracking

The Treatment Plans module empowers clinicians to create, manage, and monitor long-term care pathways for patients. By defining structured goals and milestones, this module ensures that complex health journeys are followed consistently and effectively.

1. Treatment Plans Overview​

This module acts as a roadmap for patient recovery. It allows practitioners to map out sequences of care—such as therapy sessions, medication cycles, or follow-up milestones—and track the patient's adherence and progress against those predefined targets over time.

2. Key Features​

  • Structured Care Paths: Create multi-step treatment programs that can be reused for similar conditions.
  • Milestone Tracking: Set specific goals and track when they are met throughout the patient’s journey.
  • Patient Engagement: Share treatment goals with patients through their portal to improve adherence.
  • Alert System: Receive notifications when a patient deviates from the expected treatment timeline.
  • Audit Logs: Full history of who created, modified, or updated the treatment plan.

3. Typical Workflow​

  1. Creation: A clinician creates a new plan based on the diagnosis made during an encounter.
  2. Customization: Tailor the specific milestones and intervals based on the patient’s individual health profile.
  3. Execution: Staff and the patient follow the plan’s instructions.
  4. Monitoring: Clinicians review progress during follow-up visits and update the plan status accordingly.

4. Screens & Navigation​

  • Plan Overview: A visual timeline showing the status of current treatments.
  • Milestone View: A detailed checklist of upcoming tasks, medications, or appointments.
  • Progress Analytics: Graphs demonstrating patient improvement over the course of the plan.

5. Step-by-Step Usage Guide​

  1. Define Plan: Click "New Treatment Plan" within a patient’s file.
  2. Add Milestones: Define individual steps, including dates and required clinical actions.
  3. Assign Responsibilities: Delegate specific milestones to staff members if necessary.
  4. Update Progress: Mark milestones as complete during follow-up sessions to keep the record accurate.

6. Best Practices​

  • Keep Plans Actionable: Ensure milestones are specific, measurable, and time-bound.
  • Regular Review: Discuss treatment progress during every follow-up visit to ensure the patient is engaged.
  • Archive Inactive Plans: Periodically clean up your list by archiving completed or discontinued treatment plans.

7. Frequently Asked Questions​

  • Can I link a treatment plan to billing? Yes, specific milestones can be linked to automated invoice generation.
  • Can patients see their plan? Yes, if the patient portal is enabled, they can view their progress and next steps.

8. Troubleshooting​

  • Plan won't update? Check if you have the necessary "Modify Care Plan" permissions.
  • Display issues? If the timeline looks crowded, use the "Filters" button to hide completed milestones.