Care Plans

What It Does

Care Plans automate the entire patient care lifecycle around each procedure — from initial preparation through long-term follow-up.

• Pre-appointment: Sends procedure-specific pre-care guides and intake forms ahead of the visit
• Post-procedure: Delivers aftercare instructions immediately after the appointment, then automated check-ins at 24 hours, 1 week, and 4 weeks
• Escalation: If a patient reports a concern or uses a trigger keyword, the system detects it and alerts the clinical team immediately
• All steps run through the nurture sequence engine — Karen sends each message automatically at the scheduled time, no manual intervention needed

External Service Details

Internal system — no third-party services required. All messaging routes through Chatwoot (WhatsApp/website widget) or Telegram. Escalation alerts go to the Oshun clinical team via Telegram.

Journeys

Care Plans are the backbone of the middle and late patient journeys:

• Journey 3 — Pre-Appointment
• Journey 4 — Procedure to Post-Care
• Journey 5 — Re-Engagement

Key Source Files

• src/actions/care/plans.js — Core care plan orchestration. Key exports: startCarePlan() (line 181), processCarePlanStep() (line 237), cancelCarePlan() (line 371), getActiveCarePlans() (line 401), logCareEvent() (line 49).
• src/actions/care/escalation.js — Detects and routes clinical escalations. Key exports: detectEscalation() (line 43), detectEscalationKeywords() (line 32), notifyEscalation() (line 103).
• src/actions/care/documents.js — Pre-care and aftercare guide document management.
• src/actions/care/metrics.js — Care plan completion rates and outcome tracking.
• src/nurture.js — Sequence engine that powers timed step delivery. Key exports: enrollContact(), createSequence(), activateSequence(), pauseSequence().

Approved Pre-Care Guides

The following 6 pre-care guides have been approved and are available in the system:

• Laser Hair Removal
• Botox
• Fillers
• Weight Loss
• Liposuction
• PRP

Missing Pre-Care Guides — not yet created, pending Dr. Rockhead sign-off before any auto-send:

• Microneedling
• Emsella
• Renuvion
• Labiaplasty

Approved Aftercare Guides

The following 4 aftercare guides have been approved and are in active use:

• Botox
• Fillers
• Liposuction
• Weight Loss

Database Tables

• care_plans — Active and historical care plans per contact
• care_events — Log of every step delivered and patient response
• booking_reminders — Pre-appointment reminder scheduling
• nurture_sequences — Sequence definitions (steps, timing, conditions)
• nurture_steps — Individual step content and delay configuration
• nurture_enrollments — Per-contact enrollment state and progress

Known Issues