Templates are an excellent way to save time enrolling your patients into plans. If you have not yet created templates within your account, click HERE for instructions.

There are two ways to use templates, both of which we've listed below:

#1 From "Add New Care Plan":

To get started, follow the sequence below.

  • A: Hover over the [Systems] menu.
  • B: Click on [Care Plan Calculator®].
  • C: Click on [Add New Care Plan].

Step 1: From the "I Want To" section, select the "Search Action" drop-down menu and choose the desired template under the "Use  Template" section. Once selected, add in the Care Plan Name, which is how the plan will now be identified once used. Click the [+Use Template] button.

Step 2: This will then load the partially complete plan. Make any necessary edits to the [Care Plan] tab, including attaching the patient to the plan. If this plan is for a new patient, select the add new button and add them to the account. Once finished, click the [Calculate Care Plan] button.

Step 3: Review the plan preview, and again, make any necessary changes to the plan from the Settings on the left side of the screen. Then click the [View & Print Care Plan] button on the top left side of the screen.

Step 4: To print, click the company logo.

 

#2 From "Search Care Plans":

To get started, follow the sequence below.

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

Step 1: The Search Options screen will load. Select the [Templates] bubble icon, located in the "Plans or Templates" field. Enter additional search criteria if you wish, then click [Search] at the bottom of the page.

Step 2: Locate the Template you want to use, click the [More] drop-down menu, and select [Use Template].

Step 3: This will then load the partially complete plan. Make any necessary edits while on the [Care Plan] tab, including attaching the patient to the plan. If this plan is for a new patient, select the [Add] button and add them to the system. Once finished, click the [Calculate Care Plan] button.

Step 4: Review the plan preview, and again, make any necessary changes to the plan from the settings on the left side of the screen. Then click the [View & Print Care Plan] button on the top left side of the screen.

Step 5: To print, click the company logo.