The Salesforce careplan software builtfor how US clinicsdeliver care
Turn every care plan from a static document into a living roadmap that your whole care team works from and your patients can feel.
Native to Salesforce
One platform, one patient record, zero duplicate systems or synchronizations.
HIPAA Compliant
Role-based access controls and enterprise audit trails protect every detail.
Multidisciplinary Routing
Place interventions at care plan, goal, or objective level with clear owners.
Measurable & Proved
Continuous outcome tracking against baselines and targets across all programs.
Customizable care plans, shaped around every program you run
Great care isn't one-size-fits-all, and neither are Elixir care plans. Switch levels on or off to keep a wellness plan lean, or take a complex chronic care plan into full clinical depth.
Every goal, objective, intervention, outcome and barrier is a reusable building block. Assemble them into templates for chronic care, behavioral health, post-discharge follow-up and more, then launch the right plan for each patient in seconds. Providers can craft their own too, turning your best clinical thinking into the standard across your organization.
Levels: Goals on, Objectives on, Interventions on, Outcomes on, Barriers off.
Patient-centered care plan goals with clear, achievable objectives
Lasting change happens one step at a time. Anchor every plan in goals that truly matter to the patient, then break them into focused, time-bound objectives your team and your patient can actually reach.
Clear owners, due dates and live status on every step keep momentum high and make sure no part of the plan is left behind.
Goal
Improve BMI into a healthy range
Obesity · In progress
Objective Lose 5% of body weight in 90 days
Due Oct 30Objective Walk 30 minutes, five days a week
Due Sep 30Objective Keep a daily food journal
Complete
Care plan interventions, placed exactly where the work belongs
Interventions are where a plan becomes care. Attach them to the care plan as a whole, to a single goal or to a specific objective, and put each one in the hands of the right member of your team.
Everyone knows what to do, when to do it and why it matters, so coordinated care stops being an aspiration and becomes the everyday norm.
- Care planMonthly care coordination callMG
- GoalMedication adherence check-inDP
- ObjectiveNutrition coaching sessionLR
Care plan barriers informed by social determinants of health
Health is shaped long before a patient walks into the clinic. Elixir draws on the social determinants of health captured for each patient, from transportation and food access to housing and cost, and brings them into the plan as barriers on the care plan or on a specific goal.
Your team sees the whole person, plans around real-world obstacles and connects patients with the support they need to succeed.
Social determinants captured
- TransportationAt risk
- Food accessAt risk
- HousingStable
Care plan outcomes you can measure, describe and prove
Progress deserves more than a checkbox. Track measurable outcomes against a baseline and target when there's a number to move, and descriptive outcomes when the story is best told in words.
Capture outcomes for the care plan, every goal and every intervention, with a complete history that shows what's working, surfaces what isn't and demonstrates your impact to patients, payers and quality programs.
- Care plan: BMI30 to 24
- Goal: A1c8.9% to 7.0%
Intervention: Nutrition coaching
"Patient is cooking at home most nights and reports more energy during the day."
Care plan status tracking that shows progress at a glance
Always know exactly where every plan stands. Care plans move from draft to review, approval, active care and completion, giving leaders a real-time view across every patient and program.
Every goal, objective and intervention reports its own status too, so care teams can see what's moving, what's stalled and where to step in next.
- Draft
- In review
- Approved
- Active
- Completed
Goal Improve BMI
In progressObjective Keep a daily food journal
CompleteObjective Walk 30 minutes, five days a week
In progressIntervention Nutrition coaching session
Pending
Care plan approvals and e-signatures, audit-ready from day one
Bring the right people into every decision. Built-in sign and approve lets providers, clinical supervisors, patients and guardians review and sign care plans electronically, wherever they are.
Plans can be routed for supervisor review before they go live, and every signature is stamped with its date and time. The result is a complete, compliant record, without chasing paperwork.
Sign and approve
- ProviderSigned Sep 12, 9:41 AM
- Clinical supervisorApproved Sep 12, 2:15 PM
- PatientSigned Sep 13, 11:03 AM
- GuardianAwaiting signature
Care plan workflows configured around your practice
Your processes are part of what makes your care exceptional. Elixir adapts to them, not the other way around. Route plans for supervisor approval, schedule periodic reviews, alert the care team when statuses change and create follow-up tasks the moment a barrier appears or an outcome slips.
Because Elixir is built on Salesforce, your workflows evolve as quickly as your programs do, without waiting on a vendor roadmap.
When
A care plan is submitted for review
OnThen
Route to the clinical supervisor for approval
When
A barrier is added to a goal
OnThen
Create a follow-up task for the care manager
When
A care plan reaches 90 days
OnThen
Schedule a care plan review
Care plan software features for US healthcare providers
Every capability your facility needs to plan, coordinate, approve and measure care, unified in a single Salesforce-native solution.
Configurable levels
Keep plans lean or go deep, program by program.
Templates from components
Build unlimited templates from reusable building blocks, or let providers design their own.
Goals and objectives
Turn patient-centered goals into clear, achievable steps.
Interventions at every level
Place work on the care plan, a goal or an objective, wherever it belongs.
Care team assignment
Give every task a clear owner across your multidisciplinary team.
Linked to patient problems
Ground every part of the plan in the patient's problems and diagnoses.
SDOH-informed barriers
Bring social determinants of health into the plan at care plan or goal level.
Measurable and descriptive outcomes
Prove progress with numbers and narrative, backed by full history.
Status tracking
See every plan, goal, objective and intervention's progress at a glance.
Approvals and e-signatures
Route plans for review and capture provider, supervisor, patient and guardian sign-off.
Configurable workflows
Automate approvals, reviews, alerts and tasks around your practice.
Collaboration and reporting
Keep the team aligned with Salesforce feeds and make results visible with live dashboards.
Built on Salesforce, ready for US care teams
Elixir runs natively inside Salesforce, so care plans live right on the patient record, protected by enterprise-grade security and connected to everything your team already relies on.
Salesforce native
One platform, one patient record, zero duplicate systems.
HIPAA compliant
Role-based access and a full audit trail protect every patient detail.
Care from anywhere
Desktop, tablet or mobile, the plan goes wherever your team does.
Built to scale
From a single clinic to a multi-site network, without re-platforming.
Care plan management software for every US care setting
Whether you run a single practice or a multi-site network, Elixir flexes to the way you deliver care.
- Primary care
- Chronic care management
- Behavioral health
- Home health
- Long-term care
- Value-based care
Give your care team a care plan they will actually use
See Elixir care plans running on Salesforce, tailored to your programs, in a guided test drive.