Custom Care Plan Template for IntakeQ/PracticeQ
Transform how you deliver care plans with our fully customizable Care Plan Template—designed for IntakeQ/PracticeQ and built to integrate directly with your visit notes and workflow.
✅ What’s Included
30-minute strategy + setup session to tailor your care plan template to your practice
Curated content assistance to help you craft or refine your plan with clinical accuracy and clarity
Seamless integration with Heidi (if you use it) for auto-filled care recommendations
Or—bring your own documents: We’ll integrate your branded content, handouts, and style for a polished, cohesive look
🛠️ Designed for Real Practice Flow
Pairs with your SOAP notes to generate care plans efficiently
Clean layout, editable sections, and smart formatting for both structure and personalization
Supports client-centered, professional care planning without tech overwhelm
Care plans don’t have to be complicated. Let’s build one that works—for you, your practice, and the families you serve.
Want to preview what it could look like? Reach out!
Custom Care Plan Template for IntakeQ/PracticeQ
IntakeQ/PracticeQ account
Heidi OPTIONAL
No Refund Policy
Thank you for your purchase of the Heidi/IntakeQ Visit Note Template. Please review our refund policy carefully before completing your transaction.
1. Digital Product Policy
Due to the digital nature of this product and the immediate access granted upon delivery, no refunds will be issued once the template has been sent via email.
2. Usage Agreement Requirement
Completion of the Template Usage Agreement is a mandatory condition for delivery.
-
If you do not sign and submit the agreement within 7 calendar days of purchase, the template will not be delivered, and your purchase will be partially refunded at 50% of the original purchase price.
-
This partial refund reflects the administrative and platform processing time reserved for your order.
3. 24-Hour Grace Period
You may request a full refund within 24 hours of purchase, provided the template has not yet been delivered.
-
After 24 hours, or once the template has been emailed, no refunds will be granted under any circumstances.
4. Final Sale Acknowledgement
By completing your purchase, you acknowledge and agree to abide by this No Refund Policy.
If you have any questions prior to purchase, please contact us directly—we’re happy to assist you in making an informed decision.
-