Recording and Managing Care Plans

This guide walks you through recording, editing, and reviewing a patient’s care plan Clinical section of the Patient Chart.

Before you start

You’ll need to have a patient chart open. The Care Plans table lives under the Clinical section of the Chart Navigation.

How to record a care plan

1. Open the patient’s chart and go to the Care Plans table.
2. Select Add Care Plan. This opens the Care Plan modal.
3. Enter in the Plan name.
4. Add additional details such as care plan category, effective dates, associated diagnosis, goals, and care team members.
5. Select Save.

How to edit an existing care plan

1. In the Care Plan table, select care plan you want to update.
2. The Care Plan modal opens, pre-filled with the existing information.
3. Make your changes and select Save.

Understanding what you’re looking at

Care Plan fields

Field	What it means
Plan name	Name of the care plan. Either Plan Name or Category is required.
Status	Status of the plan. Required field
Category	Type of care plan. Based on SNOMED. Either Plan Name or Category is required.
Effetive start	Effective start date of the care plan
Ends	Date when care plan ends
Description	Summary of nature of plan
Goals	Desired outcome of plan
Planned activities	Action to occur as part of plan
Care team members	Who’s involved in the plan
Intent	Intentionality associated with pla, e.g. proposal, plan. Default - plan
Linked encounter	Links to encounter notes where care plan was documented via macro