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 on how to complete this.

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

#1 From "Add New Care Plan":

Getting Started:

Step 1: From the [Systems] menu click on → [Care Plan Calculator™] then select [Add New Care Plan]. 

Step 2: 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 3: This will then load the partially complete plan. Be sure to 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 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.

 

#2 From "Search Care Plans":

Getting Started:

Step 1: From the [Systems] menu click on → [Care Plan Calculator­®] then select [Search Care Plans].

 

Step 2: The Search Options screen will load. Enter as much information as possible. We recommend also selecting the "Plans or Templates" as [Templates]. Click [Search] at the bottom of the page.

Step 3: Locate the Template you want to use and click the [More] drop-down menu and select [Use Template].

Step 4: This will then load the partially complete plan. Be sure to 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 5: 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 6: To print, click the company logo.