What are the different Care Plan Statuses?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

There are four different possible Care Plan Statuses: Draft, Active, Archived, and Complete

Draft

A Care Plan has a Status of Draft until it is published.  When copying an Active or Complete Care Plan, the copy will become a new Draft  and must be published in order to become Active

A Care Plan Draft can be printed, edited, copied, archived, or published. 

care_plan_draft_status.png

Care Plan items that are added to a Care Plan Draft can be edited or deleting using the  edit_pencil_icon.png and trash_icon.png icons. The filter_icon_care_plan.pngicon can be used to filter the Care Plan by the specific Diagnosis, Goal, or Intervention so that you only see that item and any items that are linked to it. 

care_plan_items_draft_actions.png

Active

A Care Plan has a Status of Active after it is published. A Client can only have one Active Care Plan at a time. Publishing a new Care Plan for the Client will mark the current Active Care Plan as Complete.

An Active Care Plan can be printed, edited, copied, or completed. 

active_care_plan_status.png

You can edit, archive, resolve/complete, and view the revision history of a Care Plan item on an Active Care Plan by using the icons on each item.

  • Editedit_pencil_icon.png
  • Archivearchive_icon_care_plan.png
  • Resolve/completeresolve_complete_icon_care_plan.png
  • View revision history:  revision_history_icon_care_plan.png
  • Filter by item:  filter_icon_care_plan.png

care_plan_item_active_actions.png

Interventions and applicable Goals on an Active Care Plan will link to their corresponding Visits as Service Tasks

Complete

Once a Care Plan no longer needs to be used for a Client, it can be marked as Complete. To change a Care Plan's Status from Active to Complete, click the Complete button on the Active Care Plan

Complete_button_care_plan.png

A Complete Care Plan can be printed, copied,  or archived. 

complete_care_plan_status.png

Items on a Complete Care Plan cannot be edited. However, you can still review the revision history for an item and filter by the item. 

care_plan_item_complete_actions.png

Archived

Draft and Complete Care Plans can be archived. 

An Archived Care Plan can be printed but it cannot be copied or edited. 

archived_care_plan_status.png

Items on an Archived Care Plan cannot be edited, but you can still review their revision history and filter by the item. 

care_plan_item_complete_actions.png

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