Visit Management›Multiple Care Plan Management

Multiple Care Plan Management

Overview

Generally, there should be only one care plan, and this should cover all categories. In some rare instances, where there are specific items that can only be done in the morning or only be done in the evening, multiple care plans may be needed. If you do not have time-specific care plan items (like a morning Breakfast item and an evening Dinner care plan item), there is no need for more than one care plan. See below for the creation and management of multiple care plans.

Create Visits Page

If a second care plan is needed due to differing services in the morning and evening, either schedule using the historic Create Visits function, or adjust the Calendar Pattern after scheduling the visits in calendar-based scheduling.

To schedule with Create Visits via the Create Visits page:

  1. Click Scheduling
  2. Click Create Visits
  3. Select the Client
  4. Select the Visit Type
  5. Enter the Duration
  6. Select the Caregiver
  7. Select the Care Plan
  8. Leave the Visit Status as Scheduled
  9. Enter the Visit Start Date
  10. Select Occurrence or Repeating Visits as needed. If Repeating is selected, enter the appropriate recurrence, most likely weekly, with days selected, ending on the last day of the authorization
  11. Enter the Start Time
  12. Save

The "Create Visits" form displays Section 1 (Select Client) with a filter field containing "test" and a dropdown set to "– All –", showing "Test Client" as the selected client name with a message stating "No results found with the search criteria." Section 2 (Visit Details) shows fields for Visit ID, Visit Type (PD - Personal Care), Duration, Assigned Staff (Ankota HAL Support), Care Plan (Test Client Morning), Visit Status (Scheduled), Occurrence (Repetitive Appointment), and Start Time, along with a Notes text area and options to create a need and set matching staffs.

The recurring visit schedule configuration form shows weekly repeat settings starting on 09/10/2020, repeating every 1 week on all days of the week, with an end date of 10/10/2020. Section 3 displays the Address field set to "Client Home" with coordinates (10 Main St., Lexington, VA, 24450), and Section 4 shows Visit Documents with an "Add Attachment" button and a Save button at the bottom.

Create Visits / Calendar Pattern Tab

Alternately, visits can be scheduled via calendar-based scheduling, and the care plan assigned using the Create Visits/Calendar Pattern tab in the client's profile.

To edit the calendar pattern and assign a care plan to a calendar pattern:

  1. Click Clients
  2. Filter for the client and click on the client's name
  3. Click the Create Visits/Calendar Pattern tab
  4. Click Edit
  5. Select the Care Plan associated with each pattern
  6. Save

The Client Detail page for "Test Test" displays the Scheduling tab with a Week 1 Pattern calendar configuration showing visit types, start/end times, duration, staff assignments, and care plan details in a table format. The "Create Visits" tab is highlighted in red, and a note indicates this tab may be called "Calendar Pattern" in some environments.

Managing Default Care Plans for Multiple Care Plan Clients

For clients with multiple care plans, it may be preferable to delete the default care plan created by the DMAS97AB and build two new ones to ensure clear titling.

For example, if Jane Doe's DMAS97AB requires breakfast and dinner in her care plan, and the breakfast item should only be asked during the morning while the dinner item should only be asked in the evening, delete the automatically built care plan and create two separate care plans, "Jane Doe Morning Care Plan" and "Jane Doe Evening Care Plan," with breakfast on the Morning Care Plan and dinner on the Evening Care Plan. Include all other care plan items as normal.

The Care Plan Detail page for "Test Client Morning" displays care plan items organized by category, including Activities of Daily Living (ADLs) such as "Complete/Partial Bath" and "Supervision," and Instrumental Activities of Daily Living (IADLs) such as "Prepare Breakfast," with columns for Item, Note, Times/Week, and Days of Week. The left sidebar shows a list of care plans with "Test Client Morning" and "Test Client Evening" highlighted, and the main content area includes Update and Copy buttons for managing plan details.

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