CarePlan+ Flow Building Guide

What CarePlan+ Flows Are

CarePlan+ flows are structured templates that teach ClinicOS how to assemble treatment plans and estimates in a consistent, predictable order.

Flows include:

• Required items

• Conditional items

• Meds & diagnostics

• Verification steps

• Cost rules (based on clinic pricing)

• Triggers & keywords

Flows do not override provider judgment.
They simply reduce variance and omission.

Before You Build a Flow

You need:

• A finalized clinical protocol

• Pricing aligned with your fee schedule

• Safety steps agreed upon by medical leadership

• Required vs. optional treatment components

• Condition-specific logic (e.g., senior pet rules)

If the clinical protocol isn’t aligned internally, fix that first.
CarePlan+ will amplify whatever you give it — good or bad.

Flow Components (What You Define)

1. Triggers

Words or phrases that suggest which flow to load.

Examples:

• “dental,” “cleaning,” “COHAT” → Dental Flow

• “spay,” “neuter,” “sterilization” → S/N Flow

Triggers never auto-finalize anything.
They only help with draft selection.

2. Required Items

Treatments that must be reviewed before approval.

Examples:

• Pre-op bloodwork

• Anesthetic protocol

• IV catheter

• Monitoring

These items always appear unless the provider removes them.

3. Conditional Items

Treatments added only when the condition is met.

Examples:

• Senior patient → add IV fluids

• Brachycephalic → add airway monitoring

• Weight > X → adjust drug dose volumes

• Surgery > 60 mins → add additional anesthesia time

You define the rules.
CarePlan applies them.

4. Medications

Each flow can include:

• Pre-op meds

• Intra-op meds

• Post-op analgesia

• Antibiotics (if appropriate)

All meds still go through RXGuard.
Clinicians must verify dose, route, and species suitability.

5. Diagnostics

Common examples:

• Pre-surgical bloodwork

• Radiographs

• ECG

• SNAP tests

6. Cost Structure

Flows apply your clinic’s fee schedule, not AI-generated pricing.
This ensures full compliance with your pricing rules.

7. Verification Checklist

A final review list that the provider must confirm before approval.

Examples:

• Confirm weight

• Confirm fasting status

• Confirm DEA logs

• Confirm expected hospital stay

How to Build a Flow (Step-by-Step)

Step 1 — Select Procedure Type

Pick: Surgical, Wellness, Chronic Care, Specialty, or Custom.

Step 2 — Define Triggers

Add keywords your team uses.

Step 3 — Add Required Items

This is your “must-include” list.

Step 4 — Add Conditional Items

• • Use rules:

  age
  species
  weight
  duration
  diagnosis

• Add any medications 
  Add pre/intra/post-op medications.
  Attach any required tests.

Step 5 — Review Pricing

Pricing is pulled from your SupplyRoom fee schedule automatically.

Step 6 — Publish

Flows become selectable inside CarePlan and Payment Flow immediately upon save.