Care Plan Builder

Care Plan Builder

The Care Plan Builder allows you to review all Assessment data in a single place and use that data to build a highly personalised Care Plan for each of your Residents. 

1. Care Domains
2. Observations, Goals and Interventions
3. Other Features
4. Save Care Plan as Unfinished
5. Complete The Care Plan

Care Domains

The Care Plan Builder will display with the resident header and all Care Domains available within the organisation.  All Care Domains that were active within the residents previous Care Plan will be ticked and any Care Domains that were not active within the previous Care Plan will not be ticked.  If this is the Resident's first Care Plan, all Care Domains will be ticked as standard.

To include a Care Domain within the Care Plan ensure it is ticked.  Each Care Domain can be expanded to view the data within. 

Observations, Goals and Interventions

Once the Care Domain is expanded, all observations, goals and interventions can be viewed. If any observations, goals or interventions have dynamically updated from an Assessment Form, the Care Plan they will display with a blue icon.  If any observations, goals and interventions are mapped through to the Care Plan but have NOT been dynamically updated they will display with a red icon.  All interventions will be automatically ticked to display in the Summary Care Plan.

Add Observations, Goals or Interventions Manually

• Ensure you are looking at the Care Plan Builder screen
• To the right hand side of a Care Domain click the expand (+) icon 
• The above action will display all active Observations, Goals and Interventions associated with the expanded Care Domain
• To the right-hand side of the words Observation, Goal and Intervention you will see the words "Add New"
• Click Add New
• Enter the new Observation, Goal or Intervention as appropriate
• Click Save
• The new Observation, Goal or Intervention you entered will now appear
• You can move it's position by using the grey three lines icon  

Remove Observations, Goals and Interventions

• Ensure you are looking at the Care Plan Builder screen
• To the right hand side of a Care Domain click the expand (+) icon 
• The above action will display all active Observations, Goals and Interventions associated with the expanded Care Domain
• Below the Observation, Goal or Intervention that you wish to strike through, click Remove
• Click Remove

Move Observations, Goals and Interventions

• Ensure you are looking at the Care Plan Builder screen
• To the right hand side of a Care Domain click the expand (+) icon 
• The above action will display all active Observations, Goals and Interventions associated with the expanded Care Domain
• You can use the grey three lines icon  to drag and drop the responses into a new order

Link Goals and Interventions

• Ensure you are looking at the Care Plan Builder screen
• To the right hand side of a Care Domain click the expand (+) icon 
• The above action will display all active Observations, Goals and Interventions associated with the expanded Care Domain
• You can use the grey three lines icon  to drag and drop an Intervention onto a  Goal in order to link them
• Once successfully linked a link icon will appear

Mark Care Domain as Done

When working through the Care Plan there is a function that will enable the Care Domain to be marked as done.  Mark as Done is a useful feature that allows you to keep tabs of where you are up to.

• Ensure you are looking at the Care Plan Builder screen
• To the right hand side of a Care Domain click Mark as Done
• The above action will display "Done!" next to the appropriate Care Domain

Save Care Plan as Unfinished

Any items added or removed from the Care Plan will be automatically saved. You can also select to ‘Save as Unfinished’ at any stage and this will keep the Care Plan unpublished, ready for you to return to later. The current active Care Plan will remain the active version.

• Click Unfinished towards the upper right corner of the Care Plan Builder
• This will return you to the Documentation screen

Complete the Care Plan

Once you are happy with the content of each of your Care Domains you are ready to make your Care Plan active and you should mark the Care Plan as Complete. Once you mark the Care Plan Complete, the current active Care Plan will become Historical and the newly completed Care Plan will be the active version. On completion, a prompt will display to enter a review date will display. Once saved, a Review Action will be created if this has been configured for your facility.

• Click Complete towards the upper right corner of the Care Plan Builder
• Enter a Review Date
• Click Complete Care Plan
• This will return you to the Documentation screen