Knowledge Base

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Building Care Plan Templates

To access Care Plan Templates, navigate to the “Clinical Assets”  from below Administration in the dashboard side panel. Then choose the “Care Plan Templates” tab.

Building a Care Plan Template

  1. To create a new care plan template, navigate to the “Care Plan Templates” tab and select “New Care Plan Template”.
  2. Provide a name for the template. This is a required field.
  3. You can now associate any number of problems, goals, interventions, and barriers to this care plan.
  4. Click the “Save Template” button to save your new care plan template