Care plan

A React block (a whole screen) in Beamline's Clinic app.

A client's care plan composed beside what the client will see of it. Every field says who sees it (the care team only, or the client too) and the client's view beside the plan leaves out everything internal as it is edited, saying how many items it left out. Recommendations are filed by category, goals say how often in a sentence with a reminder in the client's time zone and keep done per occurrence (today's done never completes tomorrow's), and documents come from the client's files; each is added in a sheet that returns focus. A template is applied as a copy and the template stays as it was; a goal can start from a saved favourite (a copy) or be saved as one. Saving and making active are two steps: one plan per client is active, and making another active first shows the plan it replaces, what stays (goals and documents) and what leaves the client's view (its recommendations). A recommendation can be taken from one of the client's chart notes (never another client's): the field's words arrive as an editable copy that never writes back, its source (note, field, revision) is kept and the row says when the note has changed since. Journal and portal settings say whether each value comes from the practice, the client's group or this plan, an override resets to inherit, and the client view shows the effective result before saving. Deactivating is reversible and apart from deleting; notifying the client is its own action with its own receipt.

Use it for

A practitioner writing or updating a client's plan (therapy, dietetics, coaching, physiotherapy) where some of it is for the team and some for the client.
Any record whose fields have two audiences, where the author must see exactly what the other side will see before it goes live.

Not for

The session note itself (session-notes).
Booking appointments (appointment-book, client-booking).
A client logging their own day (client-journal).

Anatomy

header: Care plan for <client>, the plan chooser (title · Active, Draft, Inactive or Not saved yet) and its status badge; Apply a template; New plan
lifecycle bar: what the plan's state means for the client, or Unsaved changes with Discard and Save; on a saved plan Delete plan (asked first) and Make active (a consequence preview); on the active plan Deactivate and Notify <client>, then the receipt
plan: title and summary as text that edits in place, the summary with who sees it; Recommendations by category (each line with who sees it and one menu: Edit, Remove; Add recommendation); Goals (title, how often in words, the reminder with its zone, the next 7 days as one mark per occurrence; Add goal); Documents (name, detail, who sees it, a menu with Remove; Attach document)
journal and portal: each setting a switch with where its value comes from (From the practice, From <group>, This plan) and Reset to <inherited value> on an override
client view (a full column beside the plan): What <client> sees, what the plan's state means for them, the plan as their portal shows it (title, summary, recommendations by category, goals with how often, documents) and how many team-only items are left out
sheets: a recommendation (Write it or From a chart note: the client's notes with their date and revision, then a field, the words as an editable copy; category, what to do, who sees it); a goal (Start from a favourite or new, title, how often as a sentence over the recurrence editor, Remind <client> at a time in their zone, who sees it, Save as a favourite); the client's files to attach

States

draft, active, inactive, not saved yet
a field for the team only (left out of the client view, counted) or for the client too
template applied (copied, said; the template unchanged)
goal from a favourite (a copy) and saved as a favourite
occurrence done (that date only), a future occurrence not yet markable
unsaved changes; saving; save refused (the reason, the edit kept)
make active: replacing another plan (what is replaced, kept and leaves the client's view) or the first active plan
deactivated (reversible, nothing deleted)
delete asked, deleted
notifying, notified (with the time), notification refused (the reason)
nothing marked for the client yet
narrow room: Plan and Client sees take turns; sheets from the bottom
recommendation from a chart note (its source said; the note changed since, said)
no chart notes for the client
journal setting inherited from the practice or the group, overridden by this plan, reset to inherit; the effective result in the client view

Keyboard

Tab through the header, the lifecycle bar, the plan and the client view
who sees it is a toggle button (pressed: the client sees it)
an occurrence mark is a toggle button for that date
sheets trap focus, close with Escape and return focus to what opened them

Motion

Who sees it changes its colour in the fast duration; an occurrence fills in the same; the notification receipt opens and closes by its height (Linger). Sheets slide from the side (from the bottom on a phone). Reduced motion places at once. Nothing runs at rest.

Props

Prop	Type	Default	Description
`client` (required)	`PlanClient`	—
`plans`	`CarePlan[]`	—	Every plan of this client.
`defaultPlans`	`CarePlan[]`	—
`onPlansChange`	`((plans: CarePlan[]) => void)`	—	The whole list after a save, an activation, a deactivation or a delete succeeds.
`defaultPlan`	`string`	—	The plan open first. Default: the active one, else the first.
`onSave`	`((plan: CarePlan, previous: CarePlan \| null) => void \| Promise<unknown>)`	—	Saves a plan (`previous` null: a new one); reject with the reason to keep the edit.
`onActivate`	`((plan: CarePlan, replaced: CarePlan \| null) => void \| Promise<unknown>)`	—	Makes a saved plan the client's active one (`replaced`: the plan that was active); reject to keep things as they were.
`onDeactivate`	`((plan: CarePlan) => void \| Promise<unknown>)`	—
`onDelete`	`((plan: CarePlan) => void \| Promise<unknown>)`	—
`onNotify`	`((plan: CarePlan) => void \| Promise<unknown>)`	—	Tells the client about the active plan; reject with the reason.
`onGoalDone`	`((plan: CarePlan, goal: Goal, date: string, done: boolean) => void)`	—	One occurrence of a goal marked done or not (only that date).
`templates`	`PlanTemplate[]`	—	Practice templates, applied as copies.
`favourites`	`GoalFavourite[]`	—	Saved goals to start from.
`defaultFavourites`	`GoalFavourite[]`	—
`onFavouritesChange`	`((favourites: GoalFavourite[]) => void)`	—
`files`	`ClientFile[]`	—	The client's files that can be attached.
`categories`	`string[]`	—	Recommendation categories.
`today`	`string`	—	Today, "2026-11-05". Default: today.
`locale`	`string`	—
`className`	`string`	—	Classes on the documented visual root; no override by default.
`style`	`CSSProperties`	—	Inline styles on the documented visual root; no overrides by default.
`ref`	`Ref<HTMLDivElement>`	—	Receives the documented native target or imperative handle; omitted by default.
`notes`	`ChartNote[]`	—	Chart notes a recommendation can be taken from; only this client's are offered.
`journalSettings`	`JournalSetting[]`	—	The journal and portal settings a plan can set over the group and practice.
`practiceJournal`	`Record<string, boolean>`	—	The practice's journal settings.
`group`	`PlanGroup`	—	The client's group and its settings, over the practice's.

Built from

consequence-preview
recurrence-editor
sheet
select
input
textarea
switch
checkbox
time-picker
segmented-control
badge
button

Dependencies

lucide-react

Import

import { CarePlan } from "@beamline/care-plan";

Get it

Care plan is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. Get Beamline · Connect your agent

Care planComplete system · $49

A client's care plan composed beside what the client will see of it.

A client's care plan

Every field says who sees it: press Client sees or Team only and the preview beside the plan follows. Add recommendations, goals and documents in sheets; a goal says how often in words and keeps done per day. Apply the Healthy sleep template: its sections are copied in and the template stays as it was. Save, then make the plan active: the preview of that step names the plan it replaces, what stays and what leaves Emma's view. Deactivate is reversible; notifying Emma is its own step. A recommendation can be taken from one of Emma's chart notes as an editable copy that keeps its source and says when the note has changed since. Journal and portal settings say whether they come from the practice, the group or this plan, reset to inherit, and the client view shows the result before saving.

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About Care plan

← Case workspace Treatment plan →

Part of Beamline UI: polished, editable React components and complete screens for custom applications. Build your own style from any look; tokens, fonts, radii, motion; not only colours.