Building a tailored care plan is a great way to ensure your clients receive the best possible service. Nursebuddy makes it simple to create a master template and then customise it for each individual client.
Note: The template of the built-in care plan cannot be modified. If you have a specific template, you can use the file attachment function to upload it to each client's profile and share the document with carers.
Creating the Care Plan Template (5 steps)
Only admin users can access these settings:
Go to Admin menu > Settings > Clients, then select Care plan template.
2. Use the Add new item button to add a new row to the care plan. You can think of each item as a type of category for care (e.g., Personal Care, Medication).
3. Give the item a descriptive title. If there is standard information applicable to all your clients, you can pre-fill it into the template here.
Important: Do not add any client-specific info onto the template. Any information filled in here will be visible in every client's profile.
4. Continue to add more categories your company will use. Later, you can remove the ones that do not apply for a particular client.
Tip: If your categories follow a strict order, use the numbering format 01, 02, 03...09, 10, 11 before the names to ensure they list correctly, as the system defaults to alphabetical order.
5. Lastly, don't forget to click Save!
Transferring and Customizing the Care Plan (5 steps)
After saving your template, you can customise it for the client:
Go to your client profiles: People > client name > Care plan
Specify which categories are relevant. If a section is not needed, you can delete the row or leave it blank.
Fill in any relevant sections for your client for each category. You can also add Tasks that are related to the specific care category.
Rate each category for priority as 'Non urgent', 'Needs attention', or 'Urgent'.
Once finished, save your care plan and lock it to input a review date. You will receive an alert in the Notification Centre 30 days before the review date (you can decide how soon you'd like to be notified in the Settings).
You can print or download saved care plans by selecting the print icon at the top right-hand corner of your finished care plan.
Unlocking and reviewing care plans
On the review date, the process for updating is simple:
Click 'Review'.
Add your notes before selecting 'Review and unlock' to make the necessary changes.
At this point, you can add or remove information to the existing categories, or you can remove entire categories that are no longer relevant. If needed, you can add new categories one-by-one from the Add item(s) menu.
Once you have made all the changes, be sure to click Save and Lock to keep a record of the previous care plan and to set a new review date.
You can always review past versions at the bottom of the Care Plan tab under Care Plan History.
Task instructions
You can add client-specific instructions to the Tasks either here in the Care Plan or in the Health tab in the client's profile.
To add instructions to a task (3 steps):
Hover your mouse over the task name until you see the pencil icon.
Click on it and add the client-specific instructions for that task.
Click Done.
The task will now have specific instructions for this client, and the text will be visible in the Nursebuddy for Carers mobile app. You can edit or remove these instructions at any time.
