When your organization transitions to Care Plan 2.0, your existing data in client care plans, care plan libraries, and daily activities will be migrated into the new care plan module. For a detailed guide to where your data will go after the migration, please see the sections below:
- Migrating client care plans
- Migrating care plan libraries
- Migrating nursing diagnoses
- Migrating nursing and client goals
- Migrating nursing interventions and daily activities (ADLs)
Roles and permissions
The following new permissions are available to configure in Settings>Roles and Permissions for Care Plan 2.0:
- Clinical>View Care Plans Library
- Clinical>Add and Remove Tags to Goals, Interventions, and Diagnoses after a Care Plan or Care Plan Item is completed
- Scheduling>Add Intervention to Visit
- Scheduling > Add Intervention to Visit
- Clinical > Add and Remove Tags to Goals, Interventions, and Diagnoses after a Care
Migrating client care plans
In Care Plan 2.0, clients can have more than one care plan. While a client can only have one active care plan at a time, other care plans can exist in other statuses. As a result, each new care plan will require a name, status, and start date.
Care Plan 2.0 field |
Data entered for migrated care plan |
Name |
Each migrated client care plan will have the name Care Plan 1.0 |
Status |
Active |
Start Date |
The earliest start date of an item on the care plan |
End Date (optional) |
Blank |
All care plans will be migrated with a status of active, even if all the items on the care plan are marked as complete. This is because the concept of statuses does not exist in Care Plan 1.0. After the migration has finished, you can choose to mark the care plan as complete.
Learn more about client care plans.
Migrating care plan libraries
For migrated care plan libraries, the description of the library in 1.0 will appear as the name of the library in 2.0. In Care Plan 2.0, care plan libraries can also have different statuses (draft, active, or archived). All migrated care plan libraries will have a status of active, since the concept of library statuses does not exist in 1.0.
Care plan 2.0 field |
Data entered for migrated care plan library |
Name |
Description entered for the library |
Status |
Active |
Care plan library (Care Plan 1.0):
Care plan library (Care Plan 2.0):
Learn more about care plan libraries.
Migrating nursing diagnoses
Nursing diagnoses on a client care plan or in a care plan library will be migrated to diagnoses on the client care plan or diagnoses in a care plan library.
Nursing diagnoses - client care plan:
Care Plan 2.0 field |
Data migrated from corresponding Care Plan 1.0 field |
Diagnosis name |
Nursing diagnosis name |
Diagnosis description |
Blank |
Diagnosis creation date |
Diagnosis creation date |
Diagnosis end date |
If the diagnosis was marked as complete, the completion date will appear. Otherwise, the field will be blank. |
Diagnosis tag |
Blank |
Diagnosis department |
Blank |
Diagnosis service |
Blank |
Primary diagnosis |
Blank |
Nursing diagnosis - Care Plan 1.0:
Diagnosis - Care Plan 2.0:
If the nursing diagnosis was not marked as complete before the migration, the diagnosis will be active in Care Plan 2.0. If the diagnosis was completed before the migration, the diagnosis will be marked as resolved.
Nursing diagnoses migrated from a care plan library:
Care Plan 2.0 field |
Data migrated from corresponding Care Plan 1.0 field |
Diagnosis name |
Nursing diagnosis name |
Diagnosis description |
Blank |
Diagnosis tag |
Blank |
Diagnosis department |
Blank |
Nursing diagnosis in care plan library - Care Plan 1.0:
Diagnosis in care plan library - Care Plan 2.0:
Learn more about care plan diagnoses.
Migrating nursing goals and client goals
Both nursing goals and client goals on a client's care plan will be migrated as care plan goals.
Nursing/client goals - client care plan:
Care Plan 2.0 field |
Data migrated from corresponding Care Plan 1.0 field |
Goal name |
Nursing/client goal name |
Goal description |
Blank |
Goal start date |
Creation date of the nursing/client goal |
Goal end date |
If nursing/client goal is marked as complete, this will be the completion date. Otherwise this field will be blank. |
Goal type |
For a nursing goal, the type will be Nursing. For a client goal, the type will be Client. |
Goal tag |
Blank |
Related diagnoses |
Blank |
Goal department |
Blank |
Goal service |
Blank |
Progress Tracking Method |
None will be selected for both nursing and client goals. |
Primary goal |
Blank |
Nursing/client goal - Care Plan 1.0:
Goal - Care Plan 2.0:
If the nursing or client goal was not marked as complete before the migration, the goal will be active in Care Plan 2.0. If the diagnosis was completed before the migration, the goal will be marked as complete.
Nursing/client goals - care plan libraries:
Care Plan 2.0 field |
Data migrated from corresponding Care Plan 1.0 field |
Goal name |
Nursing/client goal name |
Goal description |
Blank |
Goal type |
For a nursing goal, the type will be Nursing. For a client goal, the type will be Client. |
Goal tag |
Blank |
Related diagnoses |
Blank |
Goal department |
Blank |
Goal service |
Blank |
Progress Tracking Method |
None will be selected for both nursing and client goals. |
Nursing/client goal in care plan library - Care Plan 1.0:
Nursing/client goal in care plan library - Care Plan 2.0:
Learn more about care plan goals.
Migrating nursing interventions and daily activities
Both nursing interventions and daily activities (ADLs) from client care plans, the Daily Activities tab, and care plan libraries will be migrated to interventions in Care Plan 2.0. Like nursing interventions in Care Plan 1.0, interventions are created on the client care plan, which allows you to link them to specific goals. However, like daily activities, interventions flow through to the client's scheduled visits and have specific frequencies to determine how often caregivers will be required to complete them during visits.
If your organization is currently only using daily activities and not care plans, a care plan will be created for each client during the migration and all their daily activities will appear as interventions on that care plan.
Nursing diagnoses - client care plan:
Care Plan 2.0 field |
Data entered from corresponding Care Plan 1.0 field |
Intervention name |
Nursing intervention name |
Intervention description |
Blank |
Intervention start date |
Creation date of the nursing intervention |
Intervention end date |
If the nursing intervention is completed, then the completion date will be displayed. Otherwise this field will be blank. |
Intervention frequency type |
The frequency type for all migrated interventions will be Per Request. |
Intervention type |
Nursing will be selected as the type |
Intervention tag |
Blank |
Related goal(s) |
Blank |
Intervention department |
Blank |
Intervention service |
Blank |
Required for visit completion |
This box will be checked for migrated nursing interventions |
Capture time spent on intervention |
This box will be unchecked for migrated nursing interventions |
Include in 485 |
This box will be checked for migrated nursing interventions (only applies for US agencies) |
External link |
Blank |
AlayaCare module |
Blank |
Nursing intervention - Care Plan 1.0:
Intervention - Care Plan 2.0:
If the nursing intervention was not marked as complete before the migration, the intervention will be active in Care Plan 2.0. If the intervention was completed before the migration, the intervention will be marked as complete.
Daily activities:
Care Plan 2.0 field |
Data entered from corresponding Care Plan 1.0 field |
Intervention name |
Daily activity description |
Intervention description |
Blank |
Intervention start date |
Start date of the daily activity |
Intervention end date |
End date of the daily activity (if applicable) |
Intervention frequency type |
Frequency type and details should match the daily activity's frequency in Care Plan 1.0. |
Intervention type |
The type will correspond to the Section selected for the daily activity |
Intervention tag |
Blank |
Related goal(s) |
Blank |
Intervention department |
Blank |
Intervention service |
Any services attached to the daily activity will appear here |
Required for visit completion |
This box will be checked for migrated daily activities |
Capture time spent on intervention |
This box will be unchecked for migrated daily activities |
Include in 485 |
This box will be checked for migrated daily activities (only applies for US agencies) |
External link |
Blank |
AlayaCare module |
Blank |
Daily activity - Care Plan 1.0:
Intervention - Care Plan 2.0:
Nursing interventions - care plan libraries:
Care Plan 2.0 field |
Data entered from corresponding Care Plan 1.0 field |
Intervention name |
Nursing intervention name |
Intervention description |
Blank |
Intervention frequency type |
The frequency type for all migrated interventions will be Per Request. |
Intervention type |
Nursing will be selected as the type |
Intervention tag |
Blank |
Related goal(s) |
Blank |
Intervention department |
Blank |
Intervention service |
Blank |
Required for visit completion |
This box will be checked for migrated nursing interventions |
Capture time spent on intervention |
This box will be unchecked for migrated nursing interventions |
Include in 485 |
This box will be checked for migrated nursing interventions (only applies for US agencies) |
External link |
Blank |
AlayaCare module |
Blank |
Nursing intervention in care plan library - Care Plan 1.0:
Intervention in care plan library - Care Plan 2.0:
ADLs/daily activities - care plan libraries:
Care Plan 2.0 field |
Data entered from corresponding Care Plan 1.0 field |
Intervention name |
Daily activity description |
Intervention description |
Blank |
Intervention frequency type |
Per Request will be selected as the frequency for all migrated library items |
Intervention type |
The type will correspond to the section selected for the item |
Intervention tag |
Blank |
Related goal(s) |
Blank |
Intervention department |
Blank |
Intervention service |
Blank |
Required for visit completion |
This box will be checked for migrated daily activities |
Capture time spent on intervention |
This box will be unchecked for migrated daily activities |
Include in 485 |
This box will be checked for migrated daily activities (only applies for US agencies) |
External link |
Blank |
AlayaCare module |
Blank |
ADL/daily activity in care plan library - Care Plan 1.0:
Intervention in care plan library - Care Plan 2.0:
Learn more about care plan interventions.
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