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Care Plan Tab

The Care Plan tab stores care plan documents for the client.

Joshua Dean avatar
Written by Joshua Dean
Updated this week

Care Plan Table

Each row displays:

  1. Created By: The name of the person who uploaded the plan

  2. Created Date: When the care plan was created

  3. Renewal Date: When the care plan expires or needs review

  4. Action: Menu with View, Edit, and Delete options

A care plan is marked as Active if its renewal date is in the future. If the renewal date has passed, it shows as Expired.

Uploading a Care Plan

Click "Upload" to add a new care plan:

  1. Select the Date of Creation

  2. Select the Date of Renewal (must be after creation date)

  3. Upload the care plan file (PDF, Word, JPG, or PNG)

  4. Click Save

Editing a Care Plan

Click the action menu on any care plan row and select Edit. You can change the dates or upload a new file to replace the existing one. If a file is already attached, you'll see options to view or remove it.

Viewing a Care Plan

Click View to open the attached file in a new browser tab. This lets you read the care plan without downloading it.

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