Add New Plan: How do I create a Block of Service?

Care Plan Calculator ®: How to Edit Template Discounts

The discount settings you configure in your Care Plan Calculator Setup will automatically apply to any templates you create. However, if you need to adjust the discounts for a specific template, follow these steps.

Care Plan Calculator ®: The Concept of Template Care Plans and How To Make Copies of Them

We highly recommend creating templates for your most commonly offered and used care plans. Rather than "re-inventing the wheel" each time you're ready to enroll someone into care, make a copy of a template and save time!

Manage Plans: How do I access archived care plans/templates?

Manage Plans: How do I archive a care plan/template?

Manage Plans: How do I archive multiple care plans/templates?

Manage Plans: How do I copy an existing plan as a template?

Manage Plans: How do I delete multiple care plans/templates?

Manage Plans: How do I edit a previously saved care plan/template? (Detailed)

Manage Plans: Where do I edit a previously saved care plan/template?

Templates: How do I add a new Template?

We highly recommend creating a variety of care plan templates for your most common plan types. When you're ready to use the template you simply access it, customize for your patient and print it! You'll love how much time you'll be saving by using pre-made templates.

Templates: How do I edit an existing Template?

Templates: How do I search for my Template(s)?

Templates: How do I use a Template?