Creating Care Plan Items

The Care Plan Library is extensive and includes any necessary triggers. Review the available items in each category before adding new Focuses, Etiologies, Goals, Interventions, or Tasks, or editing existing items.

Do one of the following:
- Single facility: Clinical > Setup > Care Plan Library.
- Multi-facility: Management Console > Standards > Care Management > Care Plan Library.
Click categories for the library.
Click items for the focus category.
Click New Focus > complete the fields as required > click Save.
Click New Etiology > complete the fields as required > click Save.
Click New Goal > complete the fields as required > click Save.
Click New Intervention or New Task > complete the fields as required > click Save.
Note

When you add a new intervention, the predictive text shows interventions with a similar description and the associated focus. You can do one of the following:
- Select an intervention that already exists to create a new instance of the intervention (to associate with a different focus).
- Type a different description to create a new intervention.
When you add a new task, the predictive text shows tasks with a similar description and the associated focus, if one applies. You can do one of the following:
- Select a task that already exists to edit it.
- Type the same description to create a new instance of the task (to associate with a different focus).
- Type a different description to create a new task.
If you EDIT an item that is already assigned to residents, you must complete an additional step of updating the edited field(s) to push out the changes to all current residents. In a multi-facility, this must be done at the facility level, in each facility. In the library, click edit for the item > click update next to the edited field. For example, if you edited a description, click update next to Description. Allow the update to fully complete before moving to another update.

Allow Multiple Focuses per CP - Select if this focus can be used more than one time in a single care plan. Best practice is to leave this cleared for most focuses. However, there can be instances when an item is needed more than one time in a care plan, for example, to identify multiple different wounds or areas of skin breakdown.
Care Plan Type - Select option using the search icon. The care plan types are automatically added when this focus is added as new to a resident's care plan.
Associated Departments - Select option(s).
Instructions - (POC only) Type informational prompts to flow to POC for care staff, if applicable. After clicking on the task tile within POC, the Instructions appear above the first follow up question. Instructions do not appear in reports or the Kardex.
Kardex Category - Select option to add the description of the item to the Kardex.
Position - Select option(s).
Personalization Required - Select to require the end user to personalize this item when adding it to a resident's care plan.
Documentation Required - (Paper ADL documentation only) Select for the task or intervention to appear on the paper care record.
POC Documentation Required - (POC only) Select for the task to appear in POC. Three additional fields appear: Follow Up Questions, Quick Entry Group, and Icon.
What will trigger this item? - In a new task or intervention, this area is blank. In an existing task or intervention, if MDS or assessment responses are configured to trigger this item, they appear here.
Where is documentation used? - (POC only) In a new task or intervention, this area is blank. In an existing task or intervention, if MDS or assessment responses are configured to show a lookback for this item, they appear here.
Simplified (POC) Frequency - (POC only) Select option.
Frequency - (Paper ADL documentation only) Select option.

Tasks Only:

Focus - Select if you want the task associated with a focus from the Care Plan Library. Select the Library > select the Focus Category > select the Focus description. If a resident has this task in their Tasks tab and this focus in their Care Plan, the task also appears in the Care Plan. If POC is enabled, a look back icon is available in the care plan to view documentation responses.
Description - Type text that appears on the task tile within POC or the task line item on the paper care record. The Description should be brief. Communicate specific instructions for care of residents through the Kardex, which is populated from the resident care plan.
Note

When typing the description, the predictive text shows tasks with a similar description and the associated focus, if one applies. You can do one of the following:
- Select a task that already exists and edit it.
- Type the same description to create a new instance of the task to associate with a different focus.
- Type a different description to create a new task.
Lock Description - Select to prevent the description from being edited at the resident level.
Auto Create Task - Select to automatically assign this task to every resident on admission.

Skilled Nursing Facilities

ContentsContents

Creating Care Plan Items

Procedure

Note

Configuration Options

Note

Skilled Nursing Facilities

ContentsContents

Creating Care Plan Items

Procedure

Note

Configuration Options﻿

Note

Configuration Options