Creating a Plan of Care

Note:

Only one Plan of Care can be created per client.

1. Navigate to the Creating New Plan of Care screen. (Plan of Care > Create Plan of Care)

Create Plan of Care Button

2. Enter the search criteria.

3. Click SEARCH.

Note:

Searching with no criteria entered displays a complete list of clients.

4. Select the client using the Select column.

5. Click NEXT.

Create Plan of Care: Select Client Screen

6. Enter/Select all applicable fields on the Plan of Care tab.

The DAYS PER WEEK field will automatically populate based on the days of the week selected.

The TOTAL HOURS field will automatically populate based on the HOURS PER DAY field and the days of the week selected.

For example, 6 HOURS PER DAY X 4 days selected= 24 TOTAL HOURS

7. Click NEXT.

Create Plan of Care: Plan of Care Tab

8. Enter/Select all applicable fields on the Tasks tab.

9. Add, Edit (), or Remove () tasks.

The Plan of Care can be saved with no tasks or limit time entered.

10. Click FINISH.

Create Plan of Care: Tasks Tab