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Add activities and medication to care plans

Steps to add, edit or remove activities or medication from your care plans.

Written by Lucy Robbie

A well-structured care plan is essential for delivering safe and effective care. You can add activities and medications to your care plans, giving you clear information that meets your service user’s needs.

📌Note: Before adding medications to a care plan, ensure you list them in the system's supported medications. To check this, follow this handy guide.

Add activities or medications

To add an activity, follow these simple steps:

  1. Click the three-line menu, then click Service User Records.

  2. Select the relevant service user record.

  3. Click Care Plans, then select the plan you need to add to.

  4. Click Add Activity or Medication, then type the name of the activity or medication.

  5. Click the activity, then add a description of the activity.

  6. If required, set a custom schedule, then click Save.

🤓Tip: When adding a medication activity, this has a pill symbol, which means it will generate on the Medication Administration Record (MAR) sheet.


Edit activities or medications

If you need to edit your activities or medication, follow these steps:

  1. Click the three-line menu, then click Service User Records.

  2. Select the relevant service user record.

  3. Click Care Plans, then select the plan you need to add to.

  4. Find the relevant activity and click the edit button.

  5. Make the relevant changes and click update.

🤓Tip: If you need to change the order of your activities, drag and drop them where they need to be.


Delete activities or medications

If you need to remove any of your medications, it will be archived on the care plan.

  1. Click the three-line menu, then click Service User Records.

  2. Select the relevant service user record.

  3. Click Care Plans, then select the care plan you need to add to.

  4. Find the relevant activity and click the bin icon.

🤓Tip: You'll still be able to see this medication if you click default view and change this to audit view.

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