Example #1a: Phased Care Plan – Staggered Min Count
A phased care plan is when a patient moves through different stages of care—for example, starting at three visits per week, then progressing to two per week, and eventually one per week. Each stage is a “phase,” and you should set up a visit tracker for each phase.
Tips for Setup:
When creating phases, set the Minimum Count for a new phase to be one number higher than the Max Count of the previous phase. This ensures that when one phase ends, the next phase automatically begins tracking.
All phases should share the same start date—the original care plan start date. This way, the system tracks both the total number of visits across the entire plan and the visits within each phase.
Why this works best:
In the example shown, Phase 1 has been completed (and even exceeded), and the patient is now in Phase 2. The tracker shows 16 total visits across both phases. This is correct, because each phase is part of the larger care plan, and you want visibility into both the total visits and the phase-specific progress.
Some offices assume each phase should only track visits within that phase. To do this, you would need to reset the start date for every phase as the patient progresses, which is both time-consuming and prone to error. Instead, using the same start date for all phases allows each phase to build on the last, giving a complete and accurate picture of the patient’s care plan.
🛑 If you’d like to learn how to set up the Visit Tracker, click here to view the full article.