Multiple Care Plan Management

Overview

Generally, there should be only one care plan, and this should cover all categories. In some rare instances, where there are specific items that can only be done in the morning or only be done in the evening, multiple care plans may be needed. If you do not have time-specific care plan items (like a morning Breakfast item and an evening Dinner care plan item), there is no need for more than one care plan. See below for the creation and management of multiple care plans. 

Create Visits Page

Please note that if you need a second care plan due to differing services in the morning and evening, you will need to either schedule using the historic Create Visits function, or you will need to adjust the Calendar Pattern after scheduling the visits in calendar-based scheduling.

To schedule with Create Visits via the Create Visits page,

• Click Scheduling
• Click Create Visits
• Select the Client
• Select the Visit Type
• Enter the Duration
• Select the Caregiver
• Select the Care Plan
• Leave the Visit Status as Scheduled
• Enter the Visit Start Date
• Select Occurrence or Repeating Visits as needed
  • If you select Repeating, enter the appropriate recurrence, most likely weekly, with days selected, ending on the last day of the authorization
• Enter the Start Time
• Save

Create Visits / Calendar Pattern Tab

Alternately, you could schedule visits via calendar-based scheduling, but then assign the care plan to it using the Create Visits/Calendar Pattern tab in the client's profile. 

To edit the calendar pattern and assign a care plan to a calendar pattern,

• Click Clients
• Filter for your client and click on the client's name
• Click the Create Visits/Calendar Pattern tab
• Click Edit
• Select the Care Plan associated with each pattern
• Save

In addition, for clients with multiple care plans, you may wish to delete the default care plan created by the DMAS97AB and simply build two new ones to ensure you can clearly title them. 

For example, Jane Doe's DMAS97AB requires breakfast and dinner in her care plan. To ensure that the breakfast item is only asked during the morning  and that the dinner item is only asked in the evening, delete the automatically built care plan and instead create two separate care plans, "Jane Doe Morning Care Plan" and "Jane Doe Evening Care Plan," with breakfast on the Morning Care Plan and dinner on the Evening Care Plan. Include all other care plan items as normal.