Individualized Care Plans & Coordinated Referrals

Platform

Care Plans & Coordinated Referrals

A care plan makes a counseling relationship purposeful and accountable. Without one, sessions exist in isolation — each conversation valuable but unconnected to a shared destination. With an individualized care plan, each session builds on the last, goals can be tracked and reviewed, and the employee and counselor stay aligned on where the care journey is heading and how to measure whether it is working.

REVYV Workforce provides a structured 12-component care plan framework integrated directly with the employee care record. Session notes link to care plan goals. Assessment results inform whether goals need to be updated. Assigned courses connect to the care plan as supporting resources. And when an employee needs support beyond what the internal counseling team can provide, the coordinated referral system ensures a managed, documented transition to an appropriate external professional.

Care Plan Structure

12 components of an employee care plan

Every employee care plan in REVYV Workforce captures the following structured elements:

Presenting ConcernThe primary issue the care plan is designed to address

GoalsSpecific, observable outcomes the employee is working toward

ObjectivesMeasurable milestones that indicate progress toward each goal

InterventionsTherapeutic techniques and approaches the counselor will use

ActivitiesActions the employee completes between sessions

ResourcesCourses, materials, or support assigned alongside sessions

Target DatesWhen each goal or objective is expected to be reviewed

ResponsibilitiesWho is accountable for each element of the plan

Review ScheduleWhen the full care plan will be formally reviewed

Progress StatusCurrent completion status for each goal and objective

Risk NotesCurrent risk context relevant to care planning decisions

Referral StatusWhether external referral is recommended, in progress, or completed

Coordinated Care & Referrals

When employees need specialist or external care

Internal referral management

When an employee's case is better suited to a different counselor within the team — for specialization, therapeutic fit, or continuity — referral is managed within the same platform with full record transfer.

External specialist referral

When an employee needs support beyond the scope of the internal counseling team — psychiatric care, specialist therapy, medical review — the counselor initiates a documented, managed external referral.

Referral tracking and follow-up

External referrals are tracked within the care record — status updates, follow-up actions, and outcomes — ensuring that employees who are referred do not fall through the gap between internal and external care.

Incoming referral handling

Employees referred to REVYV Workforce from external sources — GPs, EAPs, or other professionals — are onboarded with documented care context from the referring source where available.

Multi-professional care coordination

Where an employee is receiving care from multiple professionals simultaneously, REVYV Workforce supports coordinated care across providers — with documented handoffs and shared care notes where consented.

Crisis referral pathways

When an assessment or session surfaces an immediate safety concern, the platform supports a managed crisis referral — with documented action, escalation protocols, and follow-up recording.

Referral documentation

Every referral — reason, destination, date, and outcome — is documented in the care record, creating an auditable trail and maintaining continuity of care context for all professionals involved.

Post-referral care continuation

When an employee returns from external care or completes a specialist episode, REVYV Workforce supports seamless re-engagement with the internal counseling relationship and an updated care plan.

See care plans and referrals in action

Request a demo to walk through how individualized care plans connect to sessions, assessments, and managed referrals within the employee care record.

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Individualized Care Plans and Coordinated Referrals in REVYV Workforce