Care Plan

Coordinate goals, tasks, follow-ups, responsible clinicians, and overdue care actions around one patient plan. The screen connects Plan and Goals so care teams can find the “Add task” action while checking active goals and tasks due.

Use this reference when you need to design this workflow inside an existing product. The example includes practical records such as Medication review · Due today and Nutrition follow-up · Sep 18, rather than an empty visual shell.

Care Plan
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Template facts

Screen

Workspace

Primary action

Add task

Pattern

Workspace

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps users do

Care teams need a clear “Add task” action without losing sight of active goals, tasks due and the affected records. Keep the decision and its outcome clear before moving to the next task.

Key elements

  • Primary action: Add task is clearly available where the task happens.
  • Main view: Plan keeps the starting point obvious.
  • Connected view: Goals supplies nearby context.
  • Metric: Active goals is visible with a meaningful value.
  • Another signal: Tasks due helps people judge what to do next.
  • Representative record: Medication review · Due today makes the example specific.
  • Second record: Nutrition follow-up · Sep 18 shows the pattern works beyond one item.

States worth designing

  • First-use workspace; show what people can do instead of leaving a blank panel.
  • Loading plan without changing the layout unexpectedly.
  • Unavailable or restricted panel; explain the problem and preserve work.
  • Permission denied for goals; clarify who can continue.
  • Success after choosing Add task; confirm the result and the next step.
  • Network or data refresh failure; offer a retry without losing context.

Where this screen sits in the flow

Plan → Goals → Add task → Review outcome

Patterns used

Workspace, Plan, Goals, Tasks, accessible states, contextual actions

Why these choices work

Keep the main job visible above supporting panels. Group related controls and surface exceptions where people act.

In this design, people should be able to compare Medication review · Due today with Nutrition follow-up · Sep 18. Make active goals clear, then use tasks due to explain whether the next step needs attention.

Before handing this to a designer or engineer, check keyboard focus, error copy, permissions and what happens after they choose the “Add task” action. The happy path alone is not enough.

Related UI examples: Patient Scheduling, Clinical Inbox, Provider Roster.

Start from this in Figr

Design a care plan screen for our existing software product. Use our real design-system tokens, components and product language. Show Plan and Goals, include believable records such as Medication review · Due today, and make add task easy to find. Map loading, empty, failure, permission and success states before you create editable high-fidelity screens.

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