What is a Care Plan?

Patient > Clinical > Care Plan

Follow the above mentioned workflow to land on ‘Care Plan’ tab.

However this component needs to be enabled from ‘Practice User’ permissions. To view how, click here.

Care Plan

Click ‘Add’ to add a ‘Desired Outcome’, ‘Priority Goal’ or a ‘General Goal’.

To record ‘Desired Outcomes’ of the respective ‘Care Plan’, click ‘Add’ adjacent to it and click ‘Save’ after writing down the desired outcome in ‘Outcome’ field.

Care Plan

The goals vital to patient’s health are recorded under ‘Priority Goals’ section.

Click ‘Add’, enter ‘Goal’ and ‘Description’ and click ‘Save’

Care Plan

Similarly, the goals that are not priority are recorded under ‘General Goals’.

User can record an ‘Evaluation’, a ‘Barrier’ or an ‘Intervention’ by clicking the menu () icon that appears next to the recorded goal. Fill in the required details and click ‘Save’. While recording an evaluation, user can record the progress from the ‘% Progress’ dropdown.

Care Plan

When a goal is listed, the percentage progress is reflected via a green bar.

User can move a general goal to priority by selecting ‘Mark Priority’ option from the carrot menu.

User can also change the status of the goal to ‘Not started’, ‘In Progress’, ‘Completed’, ‘On Hold’ and ‘Inactive’ by selecting the desired option from  dropdown adjacent to the carrot menu.

Care Plan

User can sort the Clinical Module by dragging the components to the desired position in the list. To view how, click here.

‘Audit Trail’ is maintained related to changes made in ‘Care Plan’ component. To view more, click here.

The smart phrases can be used in care plan.

This adds convenience to user experience as they don’t have to write lengthy descriptions.

In order to use smart phrase, write full stop followed by smart phrase, for example, ‘.Cardiac’ in ‘Outcome’ text field and press ‘Ctrl + Space’.

‘Outcome’ Text field

The system populates the description in the text field. Click ‘Save’.

‘Outcome’ Text field and ‘Save’ Button

Similarly, the smart phrase can be typed in text field of ‘Goal’ of ‘Priority goals’.

‘Goals’ Text field

Click ‘Save’ after the description populates in the text field.

‘Goals’ Text field and ‘Save’ Button

Similarly, the smart phrase can be typed in text field of ‘Goal’ of ‘General goals’.

‘Goals’ Text field

Click ‘Save’ after description populates in the text field.

‘Goals’ Text field and ‘Save’ Button