Configuring Journey Stages

Each Patient Journey is made up of Stages which are the key milestones in the patient’s care pathway (e.g. Pre-Admission, Treatment, Aftercare). Stages help structure care and automate actions at the right time.

This article explains how to add, edit, reorder, and automate stages within a Patient Journey.

➕ Adding a New Stage

1. Go to Patient Journeys (left hand menu) and select the relevant Journey.

2. Click the Stages tab.

3. Click + Add.

4. Enter a Stage Name (e.g. “Admission”).

5. Set the Position (the order in which this stage appears).

6. Click Save.

ℹ️ The Position determines the order patients will move through the stages.

✏️ Editing a Stage

1. Click the three dots (•••) next to the stage name.

2. Select Edit.

3. Update the stage name or position.

4. Click Save.

🔁 Reordering Stages

To change the order of stages:

• Use the Move Up / Move Down options from the stage’s three-dot menu (•••) to adjust its position in the sequence.

🗑 Deleting a Stage

If a stage is no longer needed:

1. Click the three dots (•••) next to the stage.

2. Select Delete.

3. Confirm the deletion.

⚠️ Deleting a stage is permanent and will remove any automations or settings tied to that stage.

⚙️ Setting Up Stage Automations

Each stage can trigger automated actions when a patient enters it. These include:

• ✅ To-Do Tasks (for team members)

• 📌 Pinned Notes (visible to patients in their app or web portal)

• 📄 Forms (sent to the patient via their app or web portal)

• 🧠 Assessments (sent to the patient via their app or web portal)

To configure automations:

1. Click the three dots (•••) next to a stage.

2. Select Manage Automation.

3. Add or edit tasks, notes, forms, or assessments as needed.

🔄 Automations are triggered when a patient moves into that stage.

👥 How Do Patients Move Through Stages?

Patients are manually progressed from one stage to the next by a Team Member. This can be done from the Patients tab within the Journey view.