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Patient Journeys: Overview

Patient Journeys are structured care pathways designed to help your clinic deliver consistent, stage-based support for patients across the full continuum of care.

Each journey is built around a series of configurable stages, and at every stage, you can set up automations, such as sending forms and assessments, assigning internal tasks, or sending messages. This allows teams to streamline repetitive processes, reduce manual admin, and ensure nothing is missed.

By using Patient Journeys, your team can optimise clinical workflows, deliver a more consistent experience for patients, and maintain visibility across each patient’s progression through care.

🔍 What Is a Patient Journey?

A Patient Journey is a configurable sequence of Stages that reflect the phases of care a patient goes through. For example, an “Addiction Recovery” journey might include:

  1. Pre-Admission

  2. Intake

  3. Admission

  4. Treatment

  5. Aftercare

  6. Alumni

You can customise each Journey to suit the clinical pathway relevant to your organisation or program.

🧩 What Are Stages?

Each Journey is made up of Stages. These are distinct points in the care process, and each one can include:

  • ✅ To-Do Tasks (e.g. “Complete follow-up call”)

  • 📌 Pinned Notes (e.g. welcome messages, key info)

  • 📄 Forms (e.g. intake or cancellation policies)

  • 🧠 Assessments (e.g. CORE-10, DASS-21)

Stages help ensure the right actions are taken at the right time, and allow your team to automate parts of the workflow.

👥 Patients and Journeys

Patients are assigned to a Patient Journey and will progress through the configured stages. From the Patients tab, you can:

  • View which stage each patient is currently in

  • Filter by status (Active, Completed, Did Not Complete)

  • Add new patients to the journey

  • Track journey progress at a glance

Each patient's current stage determines what automations are triggered (e.g. forms sent or tasks created).

📊 How Is This Different from Patient Groups or Group Programs?

Feature Patient Journeys Patient Groups Group Programs
Purpose Structure stages of care Control app content + access Run live or scheduled group activities
Patient Assignment Multiple concurrently One Group at a time Multiple concurrently
Automations Yes (stage-based) Yes (config-based) Yes (program-based)
 

⚙️ Why Use Patient Journeys?

  • Standardise onboarding and care workflows

  • Ensure patients don’t miss critical forms, tasks, or assessments

  • Automate manual steps (saving admin time)

  • Give clinicians clarity on where each patient is in their care pathway

  • Improve reporting and consistency across programs