Create a Patient Care Plan

This article provides an overview of managing patient care plans within the system. It covers how to create a new care plan, edit an existing care plan, and update the status of a care plan to reflect completion or patient refusal.

Creating a New Care Plan

• Enable staff permission to manage care plans.
  • Navigate to Account > Staff Permissions > Manage Care Plans.
    • Enabled permission:  User can add a new care plan or edit the information for any fields in the care plan.
    • Disabled permission:  User can only has read access to view are plans. 
• Go to the patient chart, then navigate to Patient Summary > Care Plans, and click the + Plan button to start a new care plan.
• A side drawer will appear on the screen.
• In this drawer, you'll document key details about the patient's goal, target date, status, objectives, and interventions associated with a specific problem/diagnosis.

Edit Care Plan

• Enable staff permission to manage care plans.
  • Navigate to Account > Staff Permissions > Manage Care Plans.
    • Enabled permission:  User can add a new care plan or edit the information for any fields in the care plan.
    • Disabled permission:  User can only has read access to view are plans. 
• Locate the Patient’s Existing Care Plan
  • Navigate to the patient's profile or record where the care plan is listed.
• Click the Pencil Icon
  • If a care plan already exists, click the pencil icon next to the care plan. This action opens a drawer containing the care plan fields.
• Edit Care Plan Fields
  • In the opened drawer, update any of the care plan fields as needed. You can modify existing entries or add new information.
• Choose One of the Following Actions:
  • Click "Close"
    • This closes the drawer without saving any changes. All edits are discarded.
  • Click "Save"
    • This saves all changes made to the care plan and closes the drawer.
  • Click "Add Care Plan"
    • This allows you to create and add a new care plan in addition to the existing one (if supported by your system). Follow the prompts to complete the new care plan.

Complete Care Plan Status

Finalize or Cancel

After filling in all necessary details, use the following buttons:

• Add Care Plan: Saves all entered data and closes the drawer. The care plan is now added to the patient's record.
• Close: Closes the drawer without saving any changes. The care plan will not be added.

Update Status

• Open the Care Plan Drawer
  • Click the pencil icon next to the care plan to open the drawer for editing.
• Update the Status Field
  • In the care plan drawer, change the Status to  Complete, Patient Refused, Nullified, or Suspended.
• Review the Confirmation Modal
  • Once the status is changed, a confirmation modal automatically appears. This modal informs the user that the care plan will be moved to the Past tab.
• Click the "Proceed" Button
  • Click Proceed in the modal to confirm the status change. This action manually triggers the transition.
• View the Updated Care Plan
  • After proceeding, the care plan is automatically moved to the Past tab within the care plan widget.

Learn more about the Patient Care Plan