Care Plans

Step by step

1. 1

   Open Care plans and choose the participant from Select a participant. Their plans are listed with status, planned services, the start date and when the review is due.

2. 2

   Select New care plan. Enter a title, the goals from their assessment, any clinical notes, the Start date and a Review due date, then select Create care plan.

3. 3

   Select the plan to open it, then select Add service. Search the service list, pick the item and enter the Frequency and Planned quantity before adding it.

4. 4

   Check the Medications panel in the open plan. It lists the participant's current medications from the medication chart, which workers also see on each visit in the mobile app.

5. 5

   Select Edit plan to move the Status from Draft to Active once the plan is agreed, and to Under review while you reassess it.

6. 6

   Watch the Review due column. A plan turns amber within 30 days of its review date and red once the date has passed.

7. 7

   After each review, edit the plan to update the goals and clinical notes against the participant's progress, then set the next Review due date.

The screen