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View/edit a patient's care plan

Updated

Table of Contents

Instructions:

View a patient's Care Plan

1. Log in to CareSimple.

2. On your dashboard, locate the patient whose care plan your want to view/edit and click on their name.

3. On the patient's page, click on Care Plan highlighted in red below. This will enable you to see the patient's care plan with Goals, Reference Ranges, Smart Events, Observations, Messages and Questionnaires.

Add/Clear a Care Plan

1. To add a Care Plan from a template, press on the three vertical dots on the right side of the Care Plan section. Click on Add from template.

2. Click on the dropdown menu in the Add Care Plan from the template window and chose the condition you want the Care Plan for. Click on Continue to confirm.

3. The template you chose will be applied to your patient profile. 

Note that you can add multiple templates to the same patient by repeating step 2.

4. To clear a Care Plan from its templates, press on the three vertical dots on the right side of the Care Plan section. Click on Clear.

Goals

The Goals section can be used to manually enter personalized goals that a patient would have to achieve.

1. You can view your patient's goals in the  Care Plan section of their profile.

Add a goal

1. Click on +Goal on the right side of the Goals section.

2. A text box will appear in which you can write your patient goal. Click on a blank space around it to confirm. Repeat to add as many goals as you want.

Edit a goal 

1. Click on the goal you want to edit. The note window will reappear, letting you modify the goal. Click on a blank space around it to confirm.

Delete a goal

1. Click on the X button of the goal you want to delete.

Reference ranges

Reference Ranges are added to your patient's Care Plan based on the templates you previously chose for their condition(s). Refer to this section for more information.

1. You can view your patient's reference ranges in their Care Plan section.

Add Reference ranges

1. You can add new Reference Ranges by clicking on + Reference ranges.

2. A new window will appear with a drop-down menu which lets you select which type of reference range you want to add.

3. All the different measurements and their signification will appear.

4. You can click on the colour of the measurement to select if it will trigger an alert or not depending on the value you choose for it. 

When you put a bell in a specific type of trigger, this means that an alert will be emitted if the value you set beside it is exceeded. Alerts can be seen in the Alerts tab of the portal or in the patient's chart.

5. You can select the value for the different significations. Make sure to make it match with the > and ≥ signs.

6. You can also delete any signification from the ranges if you want to. Click on the garbage icon to do so.

7. Click on Add to confirm. Your new reference range will now appear in the Care Plan of the patient.

Edit Reference range

1. You can Edit Reference ranges by clicking on the three dots.

2. A new window will appear with all the different measurements and their signification. Refer to the Add Reference range section above to see how to use this window.

3. Click on Save to confirm.

Delete Reference range

1. You can Delete Reference ranges by clicking on the three dots.

2. A confirmation window will appear with the measurement's information. Click on Delete to confirm.

Smart Events

Smart Events can be used to add specific alerts you would want to trigger for certain measurements your patient would take. They are added to your patient's Care Plan based on the templates you previously chose for their condition(s).  Refer to this section for more information.

1. You can view your patient's smart events in the  Care Plan section of their profile.

2. To add new smart events, click on + Smart events on the right side of the Smart Events section.

3. The Add Smart Events windows will appear. Click on the dropdown menu to select the smart events you want to add to your patient's Care Plan. You can add as many smart events as you want. To cancel an addition, click on the X button next to the smart event you want to delete. Click on Add to confirm.

4. To remove a previously added smart event, click on the garbage icon next to that smart event.

5. A Delete Smart Events window will appear. Click on Delete to confirm.

Observations

Observations are used to remind your patient when to take their measurements and display when the last reading was taken for each of those measurements. They are added to your patient's Care Plan based on the templates you previously chose for their condition(s).  Refer to the "Add Care Plan from template" section for more information.

1. You can view your patient's observations in the Care Plan section of their profile.

Add Observations

1. You can add a new Observation by clicking on + Observations.

2. A new window will appear with a drop-down menu which lets you select the type of observation you want to add.

3. You can change the message of the notification sent to the patient using the text box.

4. You can choose the date and time for the observation to happen. If it is recurring, you can select the frequency and which days of the week you want it to occur.

5. You can add an action that would happen if the observation is not completed (most likely a compliance alert) by using the drop-down menu.

You can choose the time it takes before the action would occur.

Click on  + ADD to confirm.

You can also delete actions by clicking on the garbage icon next to them.

6. Click on ADD to confirm. The Observation now shows on the patient's Care Plan.

Edit Observations

1. You can Edit Observations by clicking on the three dots.

2. When clicking on the Edit button, a new window will appear with this observation's information. Refer to the Add Observations section above for more information about how to use this window.

3. Click on Save to confirm.

Delete Observations

1. You can Delete Observations by clicking on the three dots.

2. A confirmation window will appear with the Observations information. Click on Delete to confirm.

Clinical tasks

Clinical tasks are used to streamline your workflow and get reminders of tasks that need to be completed in a patient's care plan.

1. You can view your patient's scheduled tasks in the Care Plan section of their profile.

Add clinical tasks

  1. You can add a new clinical task by clicking on  + Task.

  1. A new window will appear with a text box in which you can add a clinical task to the care plan. From this screen you are able to select:
    1. The "intervention" that needs to be completed within that task
    2. Assignee: the user in the clinical team that will be in-charge of completing this task
    3. Frequency of the task: if it's one-time, daily, weekly or monthly task.
    4. Start date: when the task will start
    5. End date: when the task will end

 

Scheduled messages

Scheduled messages are used to send a message at a specific time to your patient. It can be repeated to send reminders to take their measurements or even birthday wishes. 

1. You can view your patient's scheduled messages in the Care Plan section of their profile.

Add Scheduled messages

1. You can add a new Scheduled message by clicking on  + Messages.

2. A new window will appear with a text box in which you can write the message.

3. You can select the date and time when the message will be sent and make it a recurring event. You can then choose when it will occur.

4. Click on ADD to confirm. The message will now show in the patient's Care Plan.

Edit Scheduled messages

1. You can Edit Scheduled messages by clicking on the three dots.

2. When clicking on the Edit button, a new window will appear with this message's information. Refer to the  Add Scheduled messages section above for more information about how to use this window.

Delete Scheduled messages

1. You can Delete Scheduled messages by clicking on the three dots.

2. A confirmation window will appear with the Scheduled message information. Click on Delete to confirm.

Educational Content

Educational Content is a way to send articles to your patients that would help them understand their conditions or to educate them about another subject that would help them

1. You can view your patient's educational content in the Care Plan section of their profile.

1. You can add Educational Content by clicking on + Educational Content.

2. A new window will appear. 

3. You can add a Title and an URL linking to the article you want to send.  

Click on  + ADD to add more articles at the same time.

If you made a mistake, click on the X button to remove the article.

4. Then, select the Date & Time when the Educational Content will be sent. You can also make it a Recurring Event if you wish to. Click on ADD to confirm.

5. The Educational Content is now added to the patient's profile.

Edit Educational Content

1. To Edit Educational Content, click on the three dots and then on Edit.

2. A new window will appear. You can then edit the Title and URL of the article. Click on Save to confirm.

1. To delete Educational Content, click on the three dots and then on Delete.

2. A confirmation window will appear. Click on Delete to confirm.

Questionnaires

Questionnaires are used to send a list of questions to your patient for them to answer based on their condition(s).

1. You can view your patient's questionnaires in the  Care Plan section of their profile.

Add Questionnaires

1. You can add new Questionnaires by clicking on  + Questionnaires.

2. A new window will appear with a drop-down menu which lets you select the type of questionnaire to add.

3. You can preview the questionnaire by clicking on the eye icon next to it.

4. You can choose which message the patient will receive in the notification for the questionnaire.

5. You can schedule questionnaires by selecting the date and time for them to be sent and also make it a recurring event.

6. You can add an action that would happen if the questionnaire is not completed (most likely a compliance alert) by using the drop-down menu.

You can choose the time it takes before the action would occur.

Click on  + ADD to confirm.

You can also delete actions by clicking on the garbage icon next to them.

7. Click on  ADD to confirm. The questionnaire now shows on the patient's Care Plan.

Edit Questionnaires

1. You can edit questionnaires by clicking on the three dots.

2. When clicking on the Edit button, a new window will appear with this questionnaire's information. Refer to the Add Questionnaires section above for more information about how to use this window.

3. Click on  Save to confirm.

Delete Questionnaires

1. You can delete questionnaires by clicking on the three dots.

2. A confirmation window will appear with the questionnaire's information. Click on  Delete to confirm.

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