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Therapy Plans

Therapy plans in TheraTap help you provide your clients with clear instructions for follow-up care. You can create individual plans, work with templates, export as PDF, and send directly via email.


Individual Plans

Create tailored therapy plans with a title, time period, frequency, and detailed instructions.

Use Templates

Save time with reusable templates for common therapy plans — create once, use again and again.

PDF & Email

Export the plan as a professional PDF or send it directly via email to pet owners.

In the Patient Record

Every therapy plan is automatically saved in the patient’s timeline and accessible at any time.


A therapy plan contains the following information:

  • Title — e.g., “Aftercare Plan Shoulder Area”
  • Content — free-text field with a rich text editor for detailed instructions
  • Time period — start and end date of the plan
  • Frequency — how often the exercises should be performed (daily, weekly, biweekly, monthly)
  • Notes — internal remarks for you or your team

  1. Open the patient record

    Navigate to the patient record of the affected patient. You will find the therapy plans as a dedicated section within the record.

  2. Create a new therapy plan

    Click + New Therapy Plan. A form with all fields opens.

  3. Enter the content

    Fill in the title, content, and time period. The rich text editor allows you to:

    • Use formatting (bold, italic, lists)
    • Create structured instructions with numbered steps
    • Add notes and warnings

    Use a template: You can load a template previously created under Settings > Templates to create recurring therapy plans more quickly.

  4. Set the frequency

    Choose how often the measures should be carried out:

    • Daily
    • Weekly
    • Biweekly
    • Monthly
  5. Save

    Click Save. The therapy plan appears in the patient’s timeline.


After saving, the following options are available:

  • Download PDF — Create a professional PDF document of the therapy plan.
  • Send via email — Open the email composer and send the plan directly to the pet owner. The therapy plan is attached as an attachment.

  • Edit: Open an existing therapy plan and adjust the content. Changes are saved immediately.
  • Delete: Click the delete icon. A confirmation prompt will appear before the plan is permanently removed.

Under Settings > Templates, you can create reusable therapy plan templates. When creating a new plan, simply select the desired template and customize it as needed.