> ## Documentation Index
> Fetch the complete documentation index at: https://docs.etho.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Care Plans

> Define your treatment programs with pricing, delivery method, and key details for AI content generation

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.

## How to create a care plan

<Steps>
  <Step title="Go to Offers > Care Plans">
    Open the **Offers** module from the sidebar and select **Care Plans**.
  </Step>

  <Step title="Click Create Care Plan">
    Click the **Create Care Plan** button in the top right corner. This opens a new care plan form.
  </Step>

  <Step title="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 - $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%.
  </Step>

  <Step title="(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
  </Step>

  <Step title="(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.
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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

## Essential fields

| Field               | Description                           |
| ------------------- | ------------------------------------- |
| Offer Name          | Name of the treatment program         |
| Condition Focus     | The condition or problem it addresses |
| Big Promise         | The main outcome patients can expect  |
| Price               | Cost (single price or range)          |
| Delivery Method     | In-Office, Hybrid, or Online          |
| Bonuses & Materials | Extras included with the program      |
| Timeline            | Duration of the treatment program     |

## Optional fields (Condition-Specific Details)

| Field                   | Description                                  |
| ----------------------- | -------------------------------------------- |
| Target Subset           | Specific 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             |

## 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.

## What to do next

Create product listings in [Offers > Products](/modules/offers/products).