Care Plan Items and Templates

Care Plan Items must be created before creating a Care Plan Template. 

Instructions

Care Plan Items

1. Access Admin > Data Configuration > Care Plans > Care Plan Item Library > select the category for the care plan item. Note: We only recommend using the categories for General, Recall, and Education. Reference Care Plan Item Categories.
2. Click the + icon.
3. Complete the required fields. Note: The screen field options are dependent on the category of care plan item you selected in step #1. 
   • If you want a Recall to automatically generate, it must be associated to the Recall category. 
   • Click the checkbox beside "Checkout Item" if you want an encounter check out task created. 
4. Select 'Save.'
5. Log out and log in to see the changes associated to the setting. 

Note: RevolutionEHR has care plan items that are pre-populated. These items can be updated and/or deleted. 

Care Plan Templates

1. Access Admin > Data Configuration > Care Plans > Care Plan Templates.
2. Click the + icon.
3. In the Name field, input a care plan template name. 
4. In the Available Care Plan Items column, click the + button for each item to add to the template.
5. Click 'Save.'
6. Log out and log in to see the changes associated to the setting. 

Additional Information

• Add Care Plan Template to Diagnosis