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Care Plans are your practice’s treatment programs. Each care plan captures the essential details about a service you offer — what it treats, how it’s delivered, and what it costs. AI uses this information to generate targeted ads, scripts, funnels, and marketing content.

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How to create a care plan

1

Go to Offers > Care Plans

Open the Offers module from the sidebar and select Care Plans.
2

Click Create Care Plan

Click the Create Care Plan button in the top right corner. This opens a new care plan form.
3

Fill in the essential fields

Complete the 7 required fields:
  • Offer Name — The name of your treatment program
  • Condition Focus — The condition or problem this care plan addresses
  • Big Promise — The main outcome or transformation patients can expect
  • Price — The cost of the program. Toggle Price Range to enter a range (e.g. 2,000−2,000 - 5,000) instead of a single price.
  • Delivery Method — Choose: In-Office, Hybrid, or Online
  • Bonuses & Materials — Any extras included (guides, follow-ups, etc.)
  • Timeline — How long the treatment program takes
The progress bar at the top shows your completion percentage. It turns green at 80%+, yellow at 50%+, and red below 50%.
4

(Optional) Add condition-specific details

Expand the Condition-Specific Details section to fill in additional fields:
  • Target Subset — A more specific audience within your condition focus
  • Top Symptoms (up to 3) — The main symptoms your patients experience
  • Top Objections (up to 2) — Common reasons prospects hesitate
  • Objection Answers (up to 2) — Your responses to each objection
5

(Optional) Upload a document for AI extraction

Click the Upload button in the top right corner to open a pop-up where you can:
  • Upload a PDF or DOCX file with your existing care plan details. AI will extract the information and fill in the fields for you (takes 1-2 minutes).
  • Download an offline template — click the “Need help getting started? Download our template” link near the top of the pop-up to reveal a download button. Get a pre-formatted Word (.docx) file, fill it out offline, then upload the completed file to have AI extract your answers.
A full-screen processing animation will appear while AI works.
6

Save your care plan

Click Save Care Plan (or Update Care Plan when editing) at the bottom to save. Your care plan status is automatically assigned based on completion:
  • Complete — 80% or more of essential fields filled
  • Needs Review — 50-79% filled
  • Draft — Less than 50% filled

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How to manage care plans

  • Search by name, condition focus, big promise, or status
  • Duplicate an existing care plan to create a variation (click the Duplicate button on any care plan)
  • Delete a care plan (click the delete icon, confirmation required)
  • Edit any care plan by clicking on it

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Essential fields

FieldDescription
Offer NameName of the treatment program
Condition FocusThe condition or problem it addresses
Big PromiseThe main outcome patients can expect
PriceCost (single price or range)
Delivery MethodIn-Office, Hybrid, or Online
Bonuses & MaterialsExtras included with the program
TimelineDuration of the treatment program

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Optional fields (Condition-Specific Details)

FieldDescription
Target SubsetSpecific audience within the condition focus
Top Symptoms (1-3)Main symptoms patients experience
Top Objections (1-2)Common reasons prospects hesitate
Objection Answers (1-2)Your responses to each objection

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Tips

  • Complete the essentials first. The 7 essential fields are what AI needs most to generate effective marketing content.
  • Be specific with your Big Promise. A clear, measurable outcome converts better than vague claims.
  • Use the document upload. If you already have care plan details in a document, upload it and let AI do the data entry.
  • Duplicate to create variations. If you offer similar treatments for different conditions, duplicate an existing care plan and adjust the details.

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What to do next

Create product listings in Offers > Products.