THE CARE PLAN TOOLKIT
You already do care planning. It just lives in your head.
In scattered notes. In the twenty minutes at the end of an appointment. In what you remember from last time.
The Peony Care Plan™ makes it a repeatable process — one you can hand to a woman, and that the next practitioner she sees can actually read.
Free · No membership required · Works on paper
THE PROBLEM
She is the only one holding the whole picture.
A woman in treatment works with an oncologist, a surgeon, oncology nurses, and often a dietitian, a physical therapist, a therapist, and one or more integrative practitioners.
Each one sees a slice. She carries the rest.
She repeats her history at every appointment. She reconciles advice that doesn't agree. She decides on her own which recommendation takes priority this week. And she does it while exhausted, frightened, and processing more information than anyone could hold.
You've watched this happen. You've probably tried to fix it inside your own appointments, and run out of time.
WHAT THE CARE PLAN IS
Her document. Your process.
The Peony Care Plan™ is a personalized, living document a woman builds and owns — her priorities, her questions, her care team, her goals, her decisions, in one place that travels with her.
Unlike a treatment plan, it isn't organized around the disease. It's organized around her.
She owns it. You facilitate — never creating, prescribing, owning, or overruling the plan. That distinction isn't a technicality. It's the difference between a woman who is supported and a woman who is managed.
It functions as a decision-support tool, a communication tool, a coordination tool, a tracking system, and a living roadmap that adapts as her situation changes.
SIX SECTIONS
How the plan is organized.
1 · Know Me
Who am I, and what matters most to me?
2 · Understand My Cancer
What do I understand, what questions remain, what decisions am I making?
3 · Support My Whole Health
How am I caring for my whole self through this?
4 · Putting My Plan into Practice
What are my goals and next steps, and how do I act on them?
5 · Navigating My Care
How do I coordinate my team, appointments, and decisions?
6 · Living Beyond
How do I move forward — through survivorship, or through change?
The same six sections serve the whole continuum. At diagnosis, Know Me and Understand My Cancer come forward. During treatment, Navigating My Care and Putting My Plan into Practice carry the load. In survivorship, Living Beyond becomes central.
The tool doesn't change shape as the disease changes. Her emphasis within it does.
FOUR QUESTIONS
The part you'll use tomorrow.
Within every section, return to four questions:
What matters most to me?
What do I need to understand?
What should I focus on now?
What is my plan?
The six sections organize the plan. The four questions decide what belongs in it now.
That's the whole facilitation move, and it works in any section, with any woman, in any setting. It's also the fastest thing to learn — which is why it's what we give away.
THE FREE SAMPLE
Try it with one woman this week.
The free sample of the Care Plan Toolkit includes:
- The four questions, taught properly — what each one surfaces, what to listen for, and how to close without taking over
- One complete section — Know Me — as a usable facilitation guide, start to finish
- The two movements it requires — Connect and Understand, from the Peony Care Method™
- The one discipline that matters most — facilitate, never author, with a worked contrast so the difference is visible
- A scope note — where a care planning conversation stops
No membership. No app required. Works on paper.
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WHAT MEMBERS GET
The full Care Plan Toolkit.
Included with Peony PRO membership, alongside the Classroom, clinical protocols, patient education, and your credential-verified Directory listing.
- All eight movements of the Peony Care Method™, taught end to end
- All six sections, with the four questions applied across each
- Facilitation skill — shared decision-making, values clarification, goal setting in her own words, revisiting the plan as circumstances change
- The plan across the continuum — which sections lead at diagnosis, in treatment, in survivorship
- Scope boundaries for care planning conversations
- The three-record model — her plan, your service documentation, the clinical record, and what belongs where
It is also the prerequisite understanding for the Peony Cancer Companion Certificate.
WHAT IT ISN'T
- Not a treatment plan. Her medical team creates and manages that. This sits alongside it.
- Not a medical record. Three records stay distinct: her Care Plan, which she owns; your service documentation; and the clinical record, owned and authored by the clinical entity.
- Not a scope expansion. Care planning is coordination and preparation. It does not interpret results, recommend treatment, or evaluate whether an intervention suits an individual.
- Not app-dependent. The Care Plan works in print, as a download, or in the Peony App. Not every woman wants an app, and the Method works either way.
WHAT PRACTITIONERS SEE
- Women who arrive with their questions already written down
- Fewer repeated conversations across providers
- Recommendations that get followed because they were captured, not remembered
- Clearer handoffs between disciplines
- Less time reconstructing what happened since the last visit
None of this replaces clinical judgment. It gives clinical judgment better information to work with.
Start with four questions.
You don't need a membership, an app, or a training day. You need twenty minutes and one woman who would benefit from being asked.
Free · No membership required · Works on paper
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