Creating and Managing Care Pathways
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:
- Go to Templates > Care Pathways.
- 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:
- Activity Template – Select from your saved activity templates.
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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)
- 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.