Skilled Nursing Facilities

Contents

Monitoring and Managing Care Plan Reviews

After a resident care plan is completed, it is recommended the care plan be reviewed quarterly, or periodically based on your facility requirements. The care plan review provides a way to perform and document periodic review of the resident's interdisciplinary care plan.

Note

After a review is created, you must make any edits to the Care Plan through the Care Plan Review History section.

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  1. Do one of the following:

    • Clinical > Dashboard > Care Plan Reviews Overdue/Due > Find Resident with upcoming Review Not Started.

    • Clinical > Resident > Care Plan.

  2. Click New Review.

    • Complete the fields as needed and click Save.

  3. Click edit in the Review History section of the resident Care Plan. 

    1. Click edit next to the department.

    2. Click View Triggered Items Now to review any suggested care plan items.

      Note

      For more information on managing triggered items, see Managing Triggered Items in Care Plans.

    3. Click edit for the Focus(es), Goals(s), and Interventions(s) to be updated. Make changes as needed, and click Back to return to the Care Plan Reviews page.

  4. Click sign after editing the department review.

  5. Click Complete Review when all departments have signed the Care Plan review.

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    Note

    Facilities can designate staff to ensure the Care Plan review is signed off in a timely manner. Follow your facility policies.

  • The Care Plan review can be printed for the resident or family to sign by clicking print next to any review.

  • After the Care Plan Review is complete, it is important for a designated staff member to remove any remaining triggered items.