Important Disclaimer: Before using these care plan templates, carefully review all content. Please note that the fees included in the sample templates are for illustration purposes only. Member must edit these templates with their own fees. By proceeding, you acknowledge your full responsibility for the plan's implementation and release Cash Practice Inc. from any liability related to its use. We provide these templates as-is, without any warranty, and you use them at your own risk.

To get started, follow the sequence below.

  • A: Hover over the [Systems] menu.
  • B: Click on [Care Plan Calculator®].
  • C: Select [Search Care Plans].

Step 1: In the [Plan Name] field, type in "Sample" and click [Search].
Note: If you have already started adding plans to your account, you may want to select the [Templates] bubble icon located in the [Plans or Templates] field. That way, the system loads just the sample templates specifically. 

Step 2: Once you locate the template you wish to edit and use, click on the [More] drop-down menu and select [Edit Template].

Step 3: From the Care Plan editor page, edit the [Actual Fees] column to include your fees and make other necessary changes. Click [Calculate Template] to save your changes. 

Note: The fees preloaded into these sample plans are for illustrative purposes only.

Step 4: A preview of the template will display on the right, and additional settings will be available on the left. When you're ready to use the template, follow the instructions outlined here: Templates: How do I use a Template?