How do I add Items from a Care Plan Library to a Client Care Plan?

Once you have published a Care Plan Library, you can add Diagnoses, Goals, and Interventions from the library to a Client's Care Plan. 

To begin, click View on a Client Care Plan in Care Documentation>Care Plan from the Client's profile. 

Next, click the library icon next to the filter icon. 

From the dropdown, select an Active Care Plan Library.

Once the library has opened, you can select which items you wish to add to the Client's Care Plan. Click +Add All Items to add the entire library. 

If you wish to add all the items in a section, select +Add All Diagnoses, +Add All Goals, and +Add All Interventions. 

To add a single Diagnosis, Goal, or Intervention, hover over the item and select the  button. 

When adding either all of the items within a section or a single Diagnosis, Goal, or Intervention, if that item is linked to another item on the Care Plan (Goal linked to a Diagnosis, Intervention linked to a Goal), a message will appear asking if you want to add all of the linked items as well or only the single item selected.

The Care Plan items from the library will be automatically added to the Client's Care Plan. When you have finished adding items, click the x in the top right corner to close the library. 

Learn More 

• How do I add/publish a Care Plan Library?
• How do I add Care Plan Items (Diagnoses, Goals, and Interventions) to a Care Plan Library?