People
Care Plan
The written plan of what support this participant receives, how it is to be delivered, and anything a worker must know before they walk in. It is what a new worker reads on their first shift, so it is written for them rather than for the file.
Step by step
- 1
Open the participant and click the Care Plan tab.

- 2
Read the current plan. If there is none, the tab offers to start one.
- 3
Click Edit to change it, or the button to add a new section.
- 4
Write what a worker needs to do, in the order they will do it. Avoid clinical shorthand nobody on shift will recognise.
- 5
Record anything that affects safety — access to the home, a pet, a known trigger — where it will be read, not in a note at the bottom.
- 6
Click Save. The worker sees the current plan on their phone.
The screen

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