Viewing a Care Plan
Click on any care plan card to open it. Uploaded PDFs will open as a PDF viewer. Care plans created using a form template will open as a form preview.
Adding a Care Plan
There are two ways to add a care plan:
Upload
Click Upload to add an existing care plan document. Fill in the following fields and click Save:
Date of Creation – The date the care plan was created.
Date of Renewal – The date the care plan is due for renewal.
Upload File – Click to upload or drag and drop a PDF file.
Use Form
Click Use Form to create a care plan directly from a form template. You can search for a form by name or filter by category. Care plans created this way are tagged with Form on their card. You can also create a new form template from scratch by clicking + New Form at the bottom of the list.
Editing a Care Plan
To edit a care plan, open the card and select the edit option. You can update the following:
Date of Creation
Date of Renewal
Attachment – Re-upload a new file, download the current attachment, or delete it.
Deleting a Care Plan
Care plans can be deleted from within the card.
Searching
Use the search icon to find a specific care plan by name or content.
Care Plans on the Mobile App
Care workers can view a client's care plans directly from the mobile app. Only care plans for clients the staff member is assigned to will be visible, ensuring each worker sees only what is relevant to them.