Care Plan Manipulation
After you have set up a new Care Plan in the Care Plan Planning screen and are rostering correctly, there are still a couple of other features which may come in handy for dealing with everyday occurrences.
At this stage, it’s probably useful to remember that the Care Plan Planning screen is essentially where you set up a baseline, or master rota that is copied/stamped into the Visit Schedule and becomes your weekly rota. It helps to keep the baseline as accurate as possible so that your weekly rotas are as near to complete as possible before you deal with inevitable changes due to sickness and holiday etc.
‘Roll Back’ the Care Plan is probably one of the most useful features in the system. After the weekly rota has been created (so the baseline/master stamped or copied into the Visit Schedule already) it is sometimes the case that the Client’s entire package changes, meaning that not only is the Care Plan Planning screen wrong but so is the weekly rota. This means you’d have to change the weekly rota that was already booked into the Visit Schedule, AND the Care Plan Planning screen, which can be time consuming!
Happily, Roll Back the Care Plan basically means ‘undo (or unstamp) the Weekly Rota’. This allows you to make the change to the package in the Care Plan Planning screen before rebooking to get you back to where you were before, but with all Visits now correct.
‘Suspend’ the Care Plan is also a useful tool. If a client was to go into hospital, you could spend a lot of time Confirming with Exception those Visits which need to be cancelled. This can continue for a long time if the hospital stay is indefinite. Suspending the Care Plan means that the Visits in the Care Plan essentially stop stamping, or being transferred, from the Care Plan to the weekly rota. This means that you don’t have to spend time Cancelling them. You can add an end date to the Suspension if you like, meaning it’ll start transferring the Visits again at a certain date. You can even choose to deal with Visits that have already been booked all at once via this screen as well, meaning you don’t have to traipse through the Schedule looking for Visits to Cancel.
Ending the Care Plan is exactly what it says on the tin. If a client is to leave, or their package is to change so much that you need a new Care Plan entry, you can End the old one. Visits from that plan will cease to copy into the Visit Schedule after the set date.
- To Roll Back a Care Plan, navigate to Client > Care Plan Planning. Right Click on the Contract at the top of the screen and select ‘Roll Back Care Plan’ from the menu that appears. Enter a date to roll back to and click Next, then Next again. All Visits in the Schedule will be removed, allowing you to make changes to the Care Plan in the bottom half of the screen. To rebook, click Book Visits in the middle of the screen
- To Suspend a Care Plan Client > Care Plan Planning. Right Click on the Contract at the top of the screen and select ‘Suspend Care Plan’ from the menu that appears. Enter a date to begin the Suspension and an End Date if known. If left blank the system will Suspend indefinitely until an End Date is entered. You may also enter a Suspension Reason from the dropdown list and choose how to deal with Visits already booked. Choose whether to De-Allocate those Visits and whether to Confirm them with and Exception by choosing one from the Dropdown list
- To End a Care Plan, navigate to Client > Care Plan Planning. Right Click on the Contract at the top of the screen and select ‘End Care Plan’. Enter a date to End the Plan. You may also enter a Reason from the dropdown list and choose how to deal with Visits already booked. Choose whether to De-Allocate those Visits and whether to Confirm them with and Exception by choosing one from the Dropdown.
Note: Getting used to manipulating the Care Plan can be a really useful time saver, especially the Roll Back element. It can be used to address errors in the Care Plan which are transferring into the Rota, and can be used to see what a potential change would look like. There is no limit to how often you can Roll Back, so experimenting will cause no issues.