Adding a care plan

You can add a care plan, add actions to it, then activate the new care plan.

Adding, editing, and activating a care plan on a mobile

  1. From your patient list, select a patient.

  2. From Obs & Assessments, select Care Plans.

  3. Select .

  4. Find a care plan.

    • Select a care plan from the list.

      Or

    • Type to search for a care plan, then select a care plan.

    The selected care plan appears in light grey to show that it is an inactive draft.

  5. To edit or activate the care plan, select the name of the care plan.

    The care plan appears.

    Mandatory actions are marked . You can't deselect these actions.

    Pre-selected actions are marked . You can deselect these actions.

    Only actions marked appear in the care plan.

  6. Choose actions for the care plan.

    • Select for any action you don't want to include in the care plan.

      Mandatory actions are marked . You can't deselect these actions.

    • Select for any action you want to add to the care plan.

  7. To change an action, select the text of the action.

    You can edit most actions, including mandatory actions.

    For actions in italic text, you can't edit the text but you can change the RAG rating.

  8. Select OK.

  9. To add a new action, select Add.

    1. Add action text.

    2. Optional: add a RAG rating.

    3. Select OK.

  10. Activate or cancel the care plan.

    On iOS:

    • To activate the care plan, select > Activate Care Plan.

    • To cancel the care plan, select > Cancel Care Plan.

    On Android:

    • To activate the care plan, select Activate.

    • To cancel the care plan, select Cancel.

    Active care plans appear in black text.

Adding a care plan on a desktop

  1. From  Inpatients > Patient List > double-click on a patient's name > Patient Detail > Clinical, find Care Plans.

  2. From Care Plans, select .

  3. From Active Care Plans, select .

  4. Select a group of care plans.

  5. Select a care plan from the group.

    The care plan editor opens. You can add new actions from the care plan editor.

    Read more about the care plan editor

  6. Add and edit actions.

    Read about adding an action

  7. Choose which actions are active.

    Read more about the care plan action list

  8. Activate the care plan.

    Read more about activating the care plan

Active Care Plans displays a list of all active and inactive care plans.

Inactive care plans are labelled as Care plan not started.

Active care plans show the next due information.

Shows the title and description of the care plan. These are defined by system administrators.

You can edit the title. You can't edit the description.

Shows the reason and objectives for the care plan. This is defined by system administrators.

You can edit the reason and objectives.

History displays the date and time the care plan was added, and who added the care plan.

The care plan action list displays the active and inactive actions of the care plan.

From here, you can:

  • Activate and deactivate actions

  • Set a priority to an element of care

  • Edit the description of the action

Read more about the care plan action list

Select Add to add a new action.

Read about adding an action

Select an option to activate or cancel the care plan.

Previous Care Plans displays a list of past, inactive care plans. You can reactivate a previous care plan.

Read about restarting a care plan

The action list shows active and inactive actions of the care plan. Each action has three parts. The image below shows an action.

From left to right:

  • shows the action is active

  • The orange box indicates the priority of that element of care

  • The text describes the action

Actions can be mandatory or non-mandatory, default or non-default, and editable or non-editable.

This is a mandatory action. Mandatory actions always appear in the activated care plan. You can’t deselect this action.

Your organisation chooses what actions are mandatory.

Record ECG

This action is active on the care plan. Some actions might be preselected as default actions. You can deselect this action.

Record ECG

This action is not active on the care plan. Select the action to include it in the care plan.

Indicates the priority level of the action. Select the box and then select a priority level from white, green, amber, or red, where white is the lowest priority and red the highest.

Record ECG

For ____ hrs

You can edit the wording of actions written in plain text. Some actions contain placeholders ____ to show you where to edit and fill in the gaps.

Record ECG

You can’t edit the wording of actions shown in italic text.

Read about adding a new action

  1. From the care plan editor, select Add.

  2. In the free text field, type the action you want to add.

  3. Add your action or cancel.

    • To add the action, select Save.

    • To cancel, select Cancel.

  4. Actions you add are active by default.

    To make an action not active, clear the action.

When you have finished editing the care plan, select Activate.

Alternatively, select Cancel to delete the care plan.