How does data migrate from Care Plan 1.0 to Care Plan 2.0?

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:

For admin roles:

• 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

For field roles:

• 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.