Care Plans are created in the Initial Plan of Care or from the Care Plan Management icon in the Quick Access Toolbar.


All the patient's care plans can be viewed from the Patient Dashboard > Plan of Care > Care Plans 


The information below provides the general pattern of how you create and update Care Plans.


Creating a Care Plan


  1. In the Initial Plan of Care, toggle on the Care Plans section > Add care plan

  2. Select a Care Plan from the Dropdown > Submit

  3. Click Edit


  4. Select options for each section from the dropdowns > click the green Add button to save them to the care plan > Save



  5. Click Edit again if you need to make any changes



Updating Care Plans


After the initial Care Plans have been established, they can be updated from the Care Plan Management icon.


Update Care Plan from a Nurse Visit Note


  1. In the visit documentation you will see the Quick Access Toolbar below the top navigation bar with the Care Plan Management orange icon.

  2. Click on the orange icon and you will see the existing Care Plans. Click Add care plan or Edit an existing Care plan.


  3. In Edit mode, use the dropdown to select items and the red trash button to delete items > click submit to update.