Add New Plan: How do I create a new care plan? (Detailed Steps)

Add New Plan: How do I make a month-to-month wellness plan?

Add New Plan: How do I make a month-to-month wellness plan? (Detailed Steps with Pictures)

Assigning Campaigns: How to assign a Drip-Ed™ campaign while enrolling a patient into a care plan

Auto-Debit: How do I enroll a patient/ set up an auto-debit from a care plan?

Care Plan Calculator ®: How to Edit Care Plan Discounts

The discount settings you configure in your Care Plan Calculator Setup will automatically apply to any care plans you create. However, if you need to adjust the discounts for a specific care plan, follow these steps.

Manage Plans: How to view emailed care plan history

Learn how to locate a history of when your patients were emailed their care plans, along with what address this was sent to.

Setup: How do I access the Care Plan Calculator® System Setup?

System: What is the Care Plan Calculator® System?