✅ Setting Up Care Plans in SKED
Part 1: Enable Appointment Types for Care Plans
Before creating a care plan, make sure the correct appointment types count toward frequency recommendations.
Steps
Go to the Appointment Types tab.
Find the appointment type you want to include in care plans.
Click the Display Name of that appointment type.
In the pop-up window, check the box labeled Allow on Care Plan.
Click Save.
Part 2: Create a Patient Care Plan
Steps
Go to the Clients tab.
Locate the patient you'd like to create a Care Plan for and open their file.
Select the Frequency tab.
Click Add to create a frequency and choose the care plan start date. We recommend starting the care plan at the beginning of the week (Sunday) for a cleaner look in the app.
Set the patient's frequency. To add additional frequencies, click Add again.
📱 What Happens Next
Once you set up the frequency:
The patient will see a clear schedule in their SKED app.
It helps reinforce their care recommendations and keeps them on track.