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Updating Careplans to Include Services
Updating Careplans to Include Services

Careplans

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

Now that our Careplans track by Services rendered rather than Appointment Types, you may have a few Careplans that need to be updated! No worries - we can get those updated in less than 5 minutes!

Head over to Settings > Careplans. Finding which Careplans need updating should be easy to spot since they will have a blank space under the column that says Services.

To update the Careplan, select the Pencil Icon under the Actions column. This will pull up a screen to the right that will allow you to add the Services associated with the Careplan.

You can add as many Products / Services as you need by selecting from the dropdown menu, and then adding the Quantity. Saving will allow you to add more Products / Services as needed. Once you've added in everything, go ahead and select Edit Careplan at the bottom:

Now, your updated Careplan should look like this!

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