> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Care Plans

> Care plans, visit documentation, supervisory visits and work assignments.

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.

## Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Healthcare
Providers.

<Warning>
  Care plans and visit notes are clinical records containing protected health information. Access is
  logged.
</Warning>

## Tabs

<AccordionGroup>
  <Accordion title="Care Plans" icon="heart-pulse">
    Active and historical care plans with physician assignments and review schedules.

    **Columns:** Member · Name · Start · End · Physician · Status · Next Review

    Status 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.
  </Accordion>

  <Accordion title="Visit Notes" icon="notebook-pen">
    Clinical visit documentation with service type, duration, and billing status.

    **Columns:** Member · Date · Type · Status · Minutes · Billing

    **Billing** shows whether the documented visit has reached a claim. **Minutes** records actual
    duration, which is what supports the units billed.
  </Accordion>

  <Accordion title="Supervisory Visits" icon="user-check">
    Required supervisory visit records with completion and scheduling data.

    **Columns:** Member · Visit Date · Status · Completed · Next Due · Count

    Supervisory visits are a regulatory requirement, not an optional quality check. **Next Due** and
    **Count** are what a surveyor will ask to see.
  </Accordion>

  <Accordion title="Work Assignments" icon="user-round-cog">
    Member-employee assignments with scheduling, unit tracking, and status.

    **Columns:** Member · Employee · Start · End · Units · Status

    These record which employee is responsible for which member over a period.
  </Accordion>
</AccordionGroup>

## Building a care plan

<Steps>
  <Step title="Start from the assessments">
    A plan should follow the member's assessment findings. See
    [Assessments](/members/assessments).
  </Step>

  <Step title="Create the plan and assign the physician">
    Set the plan name, start and end dates, and the attending physician.
  </Step>

  <Step title="Set the next review date">
    **Next Review** keeps the plan in your review cycle. A plan without one drifts out of date
    unnoticed.
  </Step>

  <Step title="Activate it">
    Move the plan from `DRAFT` to `ACTIVE` once it is agreed.
  </Step>

  <Step title="Document against it">
    Visit notes accumulate on the **Visit Notes** tab as care is delivered.
  </Step>
</Steps>

## Supervisory visit cycle

<Steps>
  <Step title="Check what is due">
    Filter **Supervisory Visits** on **Next Due** to find members approaching or past their interval.
  </Step>

  <Step title="Conduct and record the visit">
    Record the visit date and mark it completed.
  </Step>

  <Step title="Confirm the next due date advanced">
    **Next Due** should move forward. If it has not, the visit was not recorded as complete.
  </Step>
</Steps>

<Tip>
  Overdue supervisory visits are among the most common survey findings, and they are entirely
  avoidable. Add a recurring rule in [Task Manager](/tasks) so the cycle does not depend on someone
  remembering.
</Tip>

## Troubleshooting

| Problem                                            | What to check                                                                            |
| -------------------------------------------------- | ---------------------------------------------------------------------------------------- |
| A plan is not guiding care                         | Confirm its status is `ACTIVE`, not `DRAFT`.                                             |
| Visit notes show no billing progress               | The visit must be EVV-verified before it can bill. See [Time & Attendance](/attendance). |
| Next Due did not advance after a supervisory visit | The visit was recorded but not marked completed.                                         |
| A work assignment shows no units                   | Units accrue from delivered visits. Check the member's visits.                           |
| Plans show as overdue for review                   | **Next Review** has passed. Review the plan and set a new date.                          |

## Related

<CardGroup cols={2}>
  <Card title="Assessments" icon="clipboard-check" href="/members/assessments">
    The findings a plan should respond to.
  </Card>

  <Card title="Scheduling" icon="calendar-clock" href="/scheduling">
    Turn the plan into a recurring visit pattern.
  </Card>
</CardGroup>