Life Planning Template

Optimize your healthcare journey with our Life Planning Template. Achieve comprehensive wellness through strategic healthcare decisions and personalized plans.

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Written by
Bernard Ramirez
Bernard Ramirez
Reviewed by
Bernard Ramirez

What is a Life Planning Template?

A Life Planning Template is a dynamic tool designed to empower healthcare practitioners on their professional journey. It is a comprehensive framework integrating various aspects of patient care and practice management. This resource encapsulates the essence of strategic healthcare planning by providing a structured approach to address diverse patient needs.

At its core, the Life Planning Template is a versatile guide that aids practitioners in crafting personalized and efficient care plans. It streamlines workflows, fostering a more organized and patient-centric approach to healthcare delivery. The template offers a holistic view of a patient's healthcare journey, from appointment scheduling and treatment regimens to patient education and follow-up strategies.

This tool not only enhances efficiency but also promotes collaboration among healthcare teams. Facilitating clear communication and documentation ensures that every care team member is on the same page, fostering a cohesive and supportive environment.

The Life Planning Template is not just about paperwork; it is a catalyst for innovation. It encourages practitioners to embrace new technologies, adapt to evolving healthcare landscapes, and stay at the forefront of evidence-based practices. Its user-friendly design is tailored to fit seamlessly into practitioners' busy schedules, allowing them to focus more on patient care and less on administrative hassles.

In essence, the Life Planning Template is a beacon of empowerment for healthcare practitioners, offering a roadmap to navigate the complexities of modern healthcare with confidence and enthusiasm. As the healthcare landscape continues to evolve, this resource is a steadfast companion, helping practitioners deliver optimal care while finding joy and fulfillment in their professional endeavors.

Downloadable Life Planning Template PDF

Organize your life with our free Life Planning Template PDF

How does it work?

Using the Printable Life Planning Template is a straightforward and empowering process designed to facilitate effective communication and collaboration between healthcare practitioners and their clients. Follow these simple steps to harness the full potential of this resource:

1. Access the template

Download the Printable Life Planning Template from our user-friendly platform. It's easily accessible and compatible with various devices.

2. Complete Patient Information

Enter the patient's full name, date of birth, and contact information. This establishes a personalized foundation for the life planning process.

3. Provide a health snapshot

Delve into the patient's health status, medical history, and lifestyle factors. The goal is to overview the individual's health landscape comprehensively.

4. Set health goals

Collaborate with the patient to outline short-term and long-term health objectives. These goals will guide the development of a tailored action plan.

5. Express care preferences

Explore the patient's preferred communication style and collaboration preferences. This ensures the healthcare journey aligns with the patient's expectations and values.

6. Outline treatment preferences

Detail the patient's openness to medications and preferred therapeutic approaches, fostering a holistic and patient-centric care strategy.

7. Address emotional well-being

Understand the patient's stress management strategies and support system. This insight allows practitioners to integrate emotional well-being into the overall healthcare plan.

8. Define health monitoring preferences

Determine the frequency of check-ins and the patient's willingness to use monitoring tools. This step establishes a framework for ongoing communication and progress evaluation.

9. Interpretation and action plan

Analyze the gathered information, identifying alignments and considerations. Develop an immediate action plan, combining evidence-based practices with the patient's preferences and goals.

10. Review and update

Schedule regular reviews, adapting the plan based on progress and evolving circumstances. Encourage open feedback to ensure continuous improvement and patient satisfaction.

The Printable Life Planning Template transforms healthcare planning into an engaging and collaborative experience, fostering a proactive and holistic approach to well-being.

Life Planning example (sample)

The Life Planning Template PDF is a dynamic and user-friendly resource designed to streamline healthcare collaboration. This comprehensive form captures patient information, health goals, and care preferences, providing a structured framework for practitioners. With a focus on inclusivity and engagement, the template enhances communication and ensures a personalized approach.

Download the Life Planning Template PDF to empower practitioners in creating tailored action plans that align with patient preferences, fostering a proactive and holistic healthcare journey.

Download our Life Planning example PDF

Life Planning example

When would you use this template?

The Life Planning Template proves invaluable across various healthcare scenarios, serving as a versatile tool for practitioners committed to delivering personalized and patient-centric care.

Primary care physicians

Utilize the Life Planning Template during routine check-ups to comprehensively understand patients' evolving health needs. It aids in developing proactive care strategies tailored to individual preferences.


Specialists can deploy the template when managing chronic conditions, providing a structured framework to integrate specialized care with the patient's overall health goals.

Mental health professionals

Mental health practitioners find this template instrumental in gauging emotional well-being, understanding stressors, and designing holistic treatment plans collaboratively.

Geriatric care teams

The Life Planning Template offers a holistic approach to senior care, addressing physical health, emotional well-being, and social support, ensuring a comprehensive plan for aging individuals.

Wellness coaches

Wellness coaches can incorporate this template to guide clients in setting and achieving lifestyle and health goals, fostering a collaborative and goal-oriented coaching relationship.

Care coordinators

In care coordination, this template acts as a central document for multi-disciplinary teams, ensuring everyone is on the same page regarding the patient's preferences and goals.

Patient-centered medical homes

For healthcare models emphasizing patient-centered care, the Life Planning Template becomes a cornerstone in aligning care plans with patients' values, fostering a more engaging and collaborative healthcare experience.

Health educators

Health educators can use the template to facilitate patient education, tailoring information to align with the patient's health literacy and preferences.

The Life Planning Template proves beneficial whenever practitioners aim to foster a deeper understanding of their patients, align care plans with individual preferences, and create a collaborative roadmap for achieving optimal health outcomes. It is a versatile resource that adapts to various healthcare contexts, promoting patient engagement and satisfaction.

What do the results mean?

The Free Life Planning Template results offer a comprehensive snapshot of an individual's health journey, providing practitioners with valuable insights to inform personalized care. Common results and their interpretations guide practitioners in tailoring strategies that align with the patient's goals and preferences.

Health snapshot

Understanding the current health status illuminates the practitioner's view of the patient's overall well-being. Common results may indicate areas of strength, like a balanced diet, coupled with potential challenges, such as irregular sleep patterns or stress.

Health goals

Results detailing short-term and long-term health goals unveil the patient's aspirations. Practitioners can interpret these goals to craft targeted action plans, whether they involve stress management techniques, lifestyle adjustments, or specific medical interventions.

Care preferences

Insights into communication and collaboration preferences shape the practitioner-patient relationship. Results may reveal a preference for detailed explanations or active involvement in decision-making, guiding practitioners in fostering a more patient-centric approach.

Treatment preferences

Results outlining medication openness and therapeutic preferences allow practitioners to tailor treatment plans. Patients interested in holistic approaches may benefit from integrative medicine or lifestyle interventions.

Emotional well-being

Examining stress management strategies and support systems offers a glimpse into the patient's emotional landscape. Practitioners can interpret these results to integrate mental health support and promote well-being.

Health monitoring

Results specifying the preferred frequency of check-ins and monitoring tools establish the groundwork for ongoing care. This information guides practitioners in structuring follow-up schedules and incorporating relevant health monitoring devices.

Interpreting these results within the context of individual preferences and goals allows practitioners to create a personalized roadmap for optimal health. By capturing these nuances, the Free Life Planning Template fosters a more engaging and collaborative healthcare experience, ensuring that care plans resonate with the patient's unique needs and aspirations.

Why use Carepatron as your life-planning app?

Carepatron is a premier Life Planning Template app that integrates various components for comprehensive healthcare management. It serves as a dynamic Electronic Health Record (EHR) and practice management solution, creating a unified ecosystem for healthcare practitioners. Carepatron's intuitive interface allows healthcare professionals to input and access crucial patient information, promoting efficiency in daily workflows. 

One of its key advantages is its ability to centralize patient data, providing practitioners with a holistic view of a patient's health journey. This integration enhances communication among care team members, fostering a collaborative approach to patient care.

The app also offers robust features for goal tracking, progress monitoring, and personalized action plan creation, transforming the template into a living document that evolves with the patient. As a practice management solution, Carepatron simplifies administrative tasks, allowing practitioners to focus more on patient care. 

Carepatron is the ideal platform for utilizing the Life Planning Template, offering a holistic and efficient approach to life planning and patient care.

Life Coach Software Benefit


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Epstein, R. M., & Street, R. L. (2007). Patient-Centered Communication in Cancer Care: Promoting Healing and Reducing Suffering. National Cancer Institute.

Engel, G. L. (1977). The Need for a New Medical Model: A Challenge for Biomedicine. Science, 196(4286), 129–136.

Lorig, K. R., Sobel, D. S., Stewart, A. L., Brown, B. W. Jr, Bandura, A., Ritter, P., Gonzalez, V. M., Laurent, D. D., & Holman, H. R. (1999). Evidence Suggesting That a Chronic Disease Self-Management Program Can Improve Health Status While Reducing Hospitalization: A Randomized Trial. Medical Care, 37(1), 5–14.

Thornicroft, G., Chatterji, S., Evans-Lacko, S., Gruber, M., Sampson, N., Aguilar-Gaxiola, S., Al-Hamzawi, A., Alonso, J., Andrade, L., Borges, G., Bruffaerts, R., Bunting, B., de Almeida, J. M. C., Florescu, S., de Girolamo, G., Gureje, O., Haro, J. M., He, Y., Hinkov, H., ... Kessler, R. C. (2011). Undertreatment of people with major depressive disorder in 21 countries. The British Journal of Psychiatry, 210(2), 119–124.

How is the Life Planning Template different from other healthcare documents?
How is the Life Planning Template different from other healthcare documents?

Commonly asked questions

How is the Life Planning Template different from other healthcare documents?

Unlike standard health forms, the Life Planning Template goes beyond basic medical information. It incorporates lifestyle factors, emotional well-being, and patient preferences, providing a comprehensive overview for practitioners to tailor personalized care plans.

Can I access a printable version of the Life Planning Template?

Yes, a printable version is available for download. It allows individuals to fill out the template manually or share it with their healthcare practitioners during appointments.

Is the Life Planning Template only for chronic conditions, or can it be used for general health planning?

The template is versatile and can be used for various health scenarios. Whether addressing chronic conditions, setting wellness goals, or enhancing overall health, the template adapts to the unique needs of each individual.

How often should I update the Life Planning Template?

Regular updates are encouraged, mainly when significant changes in health status, goals, or preferences exist. Quarterly reviews are a suggested starting point, but practitioners and clients can determine a schedule that best suits their needs.

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