Manage Plans: How do I make a copy of a plan/template?

Getting Started:

Step 1: To access your plans hover over the [Systems] Menu→ [Care Plan Calculator®] menu → [Search Care Plans].

Step 2: Once the [Search Care Plans] page loads, narrow your search by entering as little or as much information about the plan that you are looking for OR click the [Search] button at the bottom of the page to view all [Current] Care Plans.

Step 3: From the search results you can click on the [Actions] button on the right of the page then select [Copy Plan].

Step 4: Edit the copied plan by making changes to any of the services/products, and the number of visits. etc. 

Step 5: After making and saving any changes to the Care Plan and Calculator tabs of the plan editor, you are able to view, print, auto-debit, or copy the plan. It is recommended to change the [Plan Name] to allow for easy identification in the future.