Define Care Plan for patient

Path: Patient>Clinical>Assessments

While completing an assessment template, you can select care plans for the patient from the predefined list through the Assessment Editor (see Attach Care Plans to the Assessment Questions). If care plans are attached to the assessment tabs, a paperclip indicator appears near the tab name. The icon is visible on all active tabs.

To select care plans for a patient:

1. In the Patient component, select a patient.
2. Go to Clinical>Assessments.
3. Select an assessment from the drop-down list or create a new one (see Create new assessment).
4. Click the Attach icon near the tab name to open the Attach Care Plans dialog with the predefined care plans.
5. If needed, select the agency predefined care plans for the patient under the Agency Recommended for this Tab group.
   If the needed care plan is not found in the Agency Recommended for this Tab group, select the Show All check box to view the Other Care Plans group with the list of all active care plans.
   You can associate care plans from both groups.
6. Select all needed care plans.
7. Click OK. 
   You can associate care plans with the patient on any active tab sheet.
   When the assessment is 100% complete and saved, the care plans move from the Attach Care Plans dialog to the Under Consideration section in Patient>Clinical>Care Plans.
   You can define care plans for a patient each time you reserve the assessment template.