Care Plan Copilot
Maria Smith · AI proposes SMART-scored goals grounded in the assessment and open concerns on file — the Care Manager reviews and approves every plan item.
Generate Care Plan
Uses the assessment answers, open care gaps/alerts, and existing care plan already on file. Optionally steer this round of proposals:
Current Care Plan
Maria will schedule and attend her annual behavioral health follow-up appointment with a licensed therapist to address her major depressive disorder and anxiety by 2026-10-30, ensuring she receives necessary support and interventions.
- Confirm and schedule an appointment with a behavioral health provider by 2026-09-22.
- Provide Maria with a list of local behavioral health services available in her primary language, Spanish, by 2026-09-20.
- Discuss with Maria the importance of attending this appointment and addressing her mental health by 2026-09-25.
Owner: Care Manager · Due: Oct 30, 2026 · Outcome measure: Completion of the annual behavioral health follow-up appointment and documented outcomes from the session.
Maria will achieve an HbA1c level of below 7% by attending weekly diabetes education sessions with a registered dietitian and adhering to her prescribed medication, specifically metformin, within the next six months, starting from 2026-09-15.
- Provide a referral to a registered dietitian for diabetes education by 2026-09-22.
- Create a medication adherence plan to ensure consistent intake of metformin by discussing it with the pharmacy by 2026-09-29.
- Set up a follow-up appointment with the PCP to monitor progress on diabetes management within one month.
Owner: Care Manager + Registered Dietitian · Due: Mar 15, 2027 · Outcome measure: Achieving an HbA1c level below 7% as verified by lab results during follow-up.