Goals start structured.
Plans capture the outcome, baseline, review date, and funding context in a reusable format.
Skip to content01Create 02Update 03Report
Plan management
Treatment plans that stay current as care unfolds.
PractaLuma keeps plans connected to notes, assessments, and reports. Goals and review dates stay visible, and clinicians can spot when progress, documentation, or funding needs attention.
Clinical Records
Plan Management
Goals, baselines, review dates, funding links, and progress signals in one care-plan workflow.
01SMART goals and baselines
02Review-date visibility
03Reports connected to plans
What it does
Goals, baselines, reviews, and funder context.
Plan management is most useful when it is connected to notes, assessments, funding details, and report outputs.
Goals and baselines
Review dates and reminders
Progress notes linked to goals
Assessment trends attached to plans
Funding and plan context
Supervisor or senior review support
Day to day
How a plan stays live between reviews.
Progress signals are captured as work happens, so review time is not a scramble through disconnected notes.
Sessions and scores keep the plan live.
Notes and measures can update the view of progress without rebuilding the plan from scratch.
Reviews are easier to prepare.
Plan context flows into reports and summaries when funders, supervisors, or referrers need an update.
Control & privacy
Clinician-led by design.
Plans remain part of the clinical record and only authorised practice users can review or update them.
See it for yourself
Show us how your plans are reviewed.
We will map goals, baselines, scores, and report outputs into one flow.