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How to Create a Care Plan for a Patient
Jim Aminloo avatar
Written by Jim Aminloo
Updated over 2 years ago

Now that you've SET UP your Care Plans it's time to create one for a patient!

To complete this follow these steps:

  1. Go to Contacts>Show Contacts and click into your desired patient

  2. You should now see "Create Care Plan" as an option (see image)

3. Choose your desired Appointment Type and click START CARE PLAN

4. Select the times for each day and click "Add Week". From here you can continue to add more weeks and/or make changes to previous weeks.

5. Once you are all done click START CARE PLAN

Tips:

  1. You can click ADD SCHEDULING OPTIONS to add another appointment type and make a corresponding care plan (see image)

2. Once a Care Plan has been started you can not make any changes or delete the Care Plan. Any changes can be made from your EHR (if applicable)

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