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.
đNote: When you copy activities to an existing care plan, you can choose to add them to what is already there, or replace what is there. If you choose to add, any activities already on the target care plan stay, and any that match the ones you are copying are skipped, so you do not get duplicates. If you choose to replace, the activities already on the target care plan are removed first, then the copied activities are 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.
â ď¸Warning: Custom schedules are not copied. Please review and update schedules for all activities after copying.
If you copied the wrong activities
If a care plan has ended up with activities you did not want, open the care plan, remove the activities you do not need, then copy again. If you want a clean copy, choose to replace when you copy, or copy into a care plan that has no activities yet.
Care plans for couples and live-in packages
A care plan belongs to one service user. You cannot share or split a single care plan across two people. For a couple or a live-in package, create a separate care plan for each service user, each with their own activities and medication.