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Create and delete care plans

In this article, we explain how you can create and delete care plans.

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Written by Lucy Robbie
Updated over 3 weeks ago

If you don't have an external rostering system that integrates with Access Care Planning, such as Access Care Rostering, you can create and delete care plans.

Create care plans

To create care plans, follow these simple steps.

  1. Click the three-line menu, then click service user records.

  2. Select the relevant service user, then click care plans.

  3. Click the plus icon.

  4. Fill out all the relevant information. See the table below for details.

  5. Click save.

Field

Description

Name

The name of the care plan.

Case Plans ID

This is the care plan ID.

Description

Description of the care plan.

Start Date

The date the care plan starts.

End Date

The date the care plan ends.

Start Time

The start time of the care plan.

End Time

The end time of the care plan.

Days to give

Check the box of which days the care plan is needed.

Frequency

How often does the care plan occur?


Delete care plans

If you need to delete a care plan, follow these steps.

  1. Click the three-line menu, then click service user records.

  2. Select the relevant service user, then click care plans.

  3. Locate the correct care plan, then click the bin icon. πŸ—‘οΈ

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