Plan Library
About This Video
Build structured care plans in ReveliaDx with reusable plan templates.
This walkthrough explains how templates work and how to apply them to individual patients. You will learn how to create a template by linking all required components a patient may need, so care plans stay consistent across your practice.
The video shows how to go to a patient profile, open the Plans section, and load a saved template into specific plan areas, such as Nutrition. It also covers how to review template details before assigning, so you can confirm you are selecting the right plan every time.
Best for practitioners who want a repeatable, efficient process for creating and assigning patient care plans inside ReveliaDx.
Frequently Asked Questions
To create a plan template, navigate to the Plan Library and select the option to build a new template. You can structure interventions, recommendations, and categories based on your practice approach. Once saved, the template becomes reusable across patients and care workflows.
Open the patient’s care plan section and choose the option to load a template from the Plan Library. After selecting the appropriate template, you can customize it as needed before finalizing and sharing it with the patient.
Saved templates are accessible within the patient’s plan creation or editing view. From there, you can browse your Plan Library and select the template that best fits the patient’s needs.
Yes. You can preview the contents of a template before assigning it. This allows you to review recommendations, categories, and structure to ensure it aligns with the patient’s clinical context.
Using templates improves consistency, saves time, and supports standardized care delivery. Templates allow practitioners to apply proven frameworks while still customizing details for each patient, helping streamline documentation and reinforce structured, root-cause care workflows.