When you create a new care plan or update a service requirement, such as changing the time or date in Access Care Rostering or Webroster, a new care plan is automatically generated in Access Care Planning. As a result, the previous care plan is archived, and the newly created plan will not include any activities by default.
To ensure continuity of care, you can easily re-add these activities by following these steps.
📌Note: Activities from a previous care plan that had a custom schedule will be copied over to the new plan; however, the custom schedule itself will not transfer and must be manually re-added.
Copy to an existing care plan
Click the three-line menu, then click Service User Records.
Select the relevant service user.
From the left-hand panel, select Care Plans.
Locate the care plan from which you want to copy the activities.
Click COPY TO EXISTING CAREPLAN.
Select the care plan you want the activities to show.
Copy from an existing care plan
Click the three-line menu, then click Service User Records.
Select the relevant service user.
From the left-hand panel, select Care Plans.
Locate the care plan to which you want to add activities.
Click COPY FROM EXISTING CARE PLAN.
Select the care plan from which you want to copy the activities.