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Care Plans holds care plans, visit documentation, supervisory visits and work assignments. It is where clinical intent is recorded and where the evidence that care was delivered as planned accumulates.

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Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Healthcare Providers.
Care plans and visit notes are clinical records containing protected health information. Access is logged.

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Tabs

Active and historical care plans with physician assignments and review schedules.Columns: Member · Name · Start · End · Physician · Status · Next ReviewStatus values are DRAFT, ACTIVE, COMPLETED, and DISCONTINUED. Only an active plan guides current care.Next Review is the field that keeps plans current. A plan past its review date is stale.
Clinical visit documentation with service type, duration, and billing status.Columns: Member · Date · Type · Status · Minutes · BillingBilling shows whether the documented visit has reached a claim. Minutes records actual duration, which is what supports the units billed.
Required supervisory visit records with completion and scheduling data.Columns: Member · Visit Date · Status · Completed · Next Due · CountSupervisory visits are a regulatory requirement, not an optional quality check. Next Due and Count are what a surveyor will ask to see.
Member-employee assignments with scheduling, unit tracking, and status.Columns: Member · Employee · Start · End · Units · StatusThese record which employee is responsible for which member over a period.

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Building a care plan

1

Start from the assessments

A plan should follow the member’s assessment findings. See Assessments.
2

Create the plan and assign the physician

Set the plan name, start and end dates, and the attending physician.
3

Set the next review date

Next Review keeps the plan in your review cycle. A plan without one drifts out of date unnoticed.
4

Activate it

Move the plan from DRAFT to ACTIVE once it is agreed.
5

Document against it

Visit notes accumulate on the Visit Notes tab as care is delivered.

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Supervisory visit cycle

1

Check what is due

Filter Supervisory Visits on Next Due to find members approaching or past their interval.
2

Conduct and record the visit

Record the visit date and mark it completed.
3

Confirm the next due date advanced

Next Due should move forward. If it has not, the visit was not recorded as complete.
Overdue supervisory visits are among the most common survey findings, and they are entirely avoidable. Add a recurring rule in Task Manager so the cycle does not depend on someone remembering.

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Troubleshooting

Assessments

The findings a plan should respond to.

Scheduling

Turn the plan into a recurring visit pattern.