Care Plans and Programs: Personalize Patient Care in Seconds

BodySite’s Care Plans and Programs features help you effortlessly give patients everything they need at a glance.
Care plans. Simplify the way you provide care instructions.
BodySite is known as the leader in HIPAA-compliant patient education through its drip programs and courses. An actionable and structured daily drip program guides your patient through each step — with meals, lessons, habits.
But what about the bigger picture? Sometimes you just want to give patients simple, static instructions on the spot and a clear view of what you expect from them right now now.
That’s where the Care Plan fits in. (try it now for free)
Imagine being able to show your patient everything in one view —the supplement protocol you recommend, immediate goals for this week, pictures or videos of foods to eat and exercises to do— all in one view. Picture it as a snapshot where they can access everything, including any drip programs they’re following, on a social feed home page.
It’s real and it’s only happening on BodySite. Other EMR’s just don’t handle patient care and engagement like this. And it’s so simple too.
You open a patient record and just start typing out simple instructions. Or drag them from a library of instructions you’ve used before. No need to build anything or curate a 90-day educational course. Just drag, drop, edit and save. While you’re at it, you can also add one of the structured programs of content that BodySite is known for. But it’s optional and flexible and customizable, in seconds, for every patient.
Add content from libraries of photos, videos, documents, text, recipes, exercises. Better yet, let AI type up care instructions for you right inside of the editor. In just a moment or two, you’ll have a care plan that includes your instructions, media objects and programs, all visible to the patient on their home page in real time.
More ways to deliver care, effortlessly.
BodySite has reimagined. the patient journey for you. For some patients, you might simply compile instructions to guide a patient in just a few minutes, combining everything that matters: simple instructions, helpful videos, recipes or exercises, even full educational courses and follow-up plans.
Later that day or that week, you may wish to share a video or other information you think is helpful. Just drag it into the care plan or even message it to the patient. It will be on their home page feed or care plan view right away. It’s almost like you’re communicating on social media because it’s so approachable and engaging.
Within the same care plan, you can include one or more programs or courses to guide them step by step — whether as a resource library or a daily educational drip campaign. With structured programs embedded in the overall care plan, you have multiple ways to deliver care that can be mostly on autopilot but provide far more value to the patient because they:
- Set high-level expectations and simple instructions in the care plan to outline overarching goals.
- Include programs and courses that educate and support habit-building, consistent engagement, and learning about their condition or solution.
- Adjust the plan and the programs anytime as your patient’s needs change.
With a simple customized care plan, your patient sees the big picture of their health journey alongside the daily action steps they need to take.
No confusion. No gaps. Just a coherent path that helps them succeed — and helps you stay organized and efficient and supported as if you’re in their friend group on Facebook.
A connected patient journey in action
Picture a patient coming to you that you realize after assessment that needs to manage diabetes, obesity, or just a leaky gut. Instead of sending the patient instructions, supplement recommendations, lab orders and educational materials across multiple clinical tools, you can now assemble everything in one place:
- Lay out the overall strategy in plain text, using AI if helpful in context
- Drag-and-drop care items into the care plan builder right in the patient record — instructions, diet, exercise, supplements, labs to order, and recommended follow-up appointments.
- With a click or two, add a connected daily program or self-paced course that helps patients learn, log meals, track biometrics, and complete educational modules.
Whenever you update the care plan — maybe a new supplement, a video to watch, or a follow-up appointment — your patient sees the change instantly. The plan is stable for them, flexible for you, giving both of you confidence in the path forward.
How it changes your practice workflow
Morning: Review patient progress at a glance. No more digging through multiple systems or spreadsheets — every patient’s care plan is right there in the patient dashboard, ready for easy editing.
Midday: During a check-in, walk a patient through their care plan on screen. They can see high-level goals, linked programs, appointments, and shared resources — all in one place. Questions that once took 20 minutes to clarify now take five.
Afternoon: A lab comes back with new results that make a care plan change necessary. No problem. Upload the lab results to the patient’s record and update the care plan in a few clicks — adjust or change the educational program and add notes about the new supplement protocol.
Your patient receives updates immediately — no extra emails or calls. By the end of the day, your workflow is streamlined: less back-and-forth, fewer admin headaches, and more time to focus on guiding patients toward better outcomes.
How to build a customized care plan.
Creating a digital care plan is designed to be intuitive and fast. Here’s how to get started:
- Open your patient record and click Care Plans & Programs.
- Type up simple instructions and then drag and drop any photos, videos, recipes, or documents you want to share — in just seconds.
- Assign programs or courses to guide your patient through deeper learning and daily drip content that aligns with their personalized care plan and instructions.
- Update anytime — adapt the plan as needs change, without adding extra admin work.
Why this matters.
Digital care plans and programs do more than organize information — they increase engagement and improve outcomes. This is truly whole person care. When patients can see the complete plan and know what to do each day, in an engaging and personal conversation with you, they’re far more likely to follow through. You can focus on what matters most — coaching, adapting, and guiding even more patients and clients — without juggling multiple platforms or wasting time figuring out how to explain to patients the care instructions they need to receive from you.
Personalized care plans allow you to:
- Deliver care in the way that works best for each patient.
- Stay efficient and organized, even with complex care pathways.
- Increase adherence and engagement with clear, actionable guidance.
For your patients, this means:
- Understanding the full scope of their care.
- Knowing exactly what to do each day to stay on track.
- Feeling supported and confident that every step contributes to their health.
BodySite is the EHR reimagined, finally.
Care isn’t just a list of tasks or a list of patient charts — it’s a journey you share with the patient. Personalized and easy to write plans combine the big picture and daily guidance, giving you more ways to deliver care while giving your patients a clear, connected path forward.
By integrating education, protocols, daily programs, and follow-ups into a single, adaptable system, you can simplify your workflow while improving outcomes. Your patients gain clarity and confidence, and you gain the tools to deliver care more efficiently, effectively, and meaningfully than ever before.
In a world where patient expectations are high and time is limited, digital care plans give you the freedom to focus on what matters most: guiding your patients to better health one step at a time.
Log in to your portal to experience the new Care Plans functionality today! Not yet using BodySite? Click here to learn more about getting started!


