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Creating and Managing Care Pathways

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Care pathways are structured sets of activities grouped into stages, used to guide members through longer-term or complex services. A care pathway works like a scheduled roadmap—automatically launching activities in a specific sequence and timeline.

To create a care pathway:

  1. Go to Templates > Care Pathways.
  2. Click + Add Care Pathway.

The care pathway environment looks similar to the flow builder. You will build the pathway step-by-step:

  • Start with an initial activity step by choosing from your existing activity templates.
  • Then, add additional steps based on how many follow-up activities you want to schedule.

Each step in the care pathway has three important settings:

  1. Activity Template – Select from your saved activity templates.
  2. Timing – Choose when the activity should be scheduled:
    • Immediately (as soon as the member is enrolled)
    • After an interval (e.g., after 3 days, 2 weeks, or 1 month)
  3. Delivery Type – If scheduled automatically, the activity will be triggered and appear on the member’s profile according to the timeline.

Care pathways are especially helpful when:

  • You want to ensure consistency across member journeys
  • You run structured programs (e.g., 30-day post-discharge follow-ups)
  • You want to automate member engagement across multiple touchpoints

Once built and saved, pathways can be manually started by a user or triggered automatically through answer actions in a flow.

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