Following your organization's migration to Forms 2.0 and Care Plan 2.0, you will notice certain differences in functionality and terminology across the web and mobile applications. This article provides an overview of those differences in the web application as well as information about the new functionality that is available with Care Plan 2.0.
- Creating client care plans and care plan libraries on web
- Reviewing and completing service tasks on web
- Viewing client care plans on mobile
- Reviewing and completing service tasks on mobile
- What new functionality is available in Care Plan 2.0?
Keep in mind that there are system settings to help you configure Care Plan 2.0 to best fit the needs of your organization. The options to available to you in the care plans may be different depending on which settings your system administrators have enabled.
For a detailed mapping of data and settings from Care Plan 1.0 to 2.0, please see How does data migrate from Care Plan 1.0 to Care Plan 2.0?
Creating client care plans and care plan libraries on web
In Care Plan 2.0, client care plans are found under Care Documentation>Care Plans on the client profile, just like in Care Plan 1.0. Unlike in Care Plan 1.0, however, clients can have care plans in draft, completed, or archived status in addition to their current active care plan. Clients can only have one active care plan at a time.
From the Care Plan tab, click View on the care plan you wish to review or select +Add Care Plan to create a new one.
To view the care plan within the Care Plan tab, the ACL View Facility needs to be turned on.
To add a new diagnosis, goal, or intervention to the care plan, click the + button. Keep in mind that your organization may not be using all three care plan items or may use different terms to refer to them.
Add care plan item - Care Plan 1.0:
Add care plan item - Care Plan 2.0:
The new care plans allow you to add more details about diagnoses, goals, and interventions and link certain goals and diagnoses and certain goals and interventions. You can also select the method you wish to use to track goal progress from visit to visit.
Interventions are the equivalent of Daily Activities in Care Plan 2.0. As a result, the Daily Activities tab under Care Documentation has been removed. Each intervention has a set frequency that determines how often it will appear in the service tasks for a scheduled visit for the caregiver to complete.
Note that you must publish a care plan for it to become active and for interventions and goals to flow through to the service tasks on scheduled visits. Learn more about service tasks below.
To make changes to a care plan item, hover over the item and select the appropriate button.
- Select
to edit the item. - If the care plan has not been published yet, select
to delete the item. - If the care plan has been published, select
to archive the item. - Select
to resolve a diagnosis or complete a goal or intervention. - Select
to filter the care plan to just this item and any linked items. - Select
icon to review the revision history of an intervention. - Once the care plan is active, use the
icon to view the completion history of an intervention or goal (per visit with comments progress tracking method only). - Once the care plan is active, use the
to view progress updates for goals that have the percentage progress tracking method. - If more than one item has been added to a section, you can use the
icon to bulk edit.
Certain symbols are also used to convey information about care plan items:
: intervention will appear on the 485 (US clients only).
: caregiver is required to enter the time of completion for the intervention.
: primary diagnosis or goal for the client. 
: tags added to this item. 
: added from a care plan library.
You can add items to a client care plan from a care plan library by selecting the 
button.
Add items to care plan from a library - Care Plan 1.0:
Add items to care plan from a library - Care Plan 2.0:
When adding items from a library, you can add all library items, all library items of one type, or individual items (with or without any items that may be linked to them in the library).
To create a new care plan library, go to Settings>Care Plan Libraries and select Add Care Plan Library.
Add care plan library - Care Plan 1.0:
Add care plan library - Care Plan 2.0:
Once you have created a new care plan library, you can add diagnoses, goals, and interventions in the same way you add items to a client care plan in Care Plan 2.0.
Add item to care plan library - Care Plan 1.0:
Add item to care plan library - Care Plan 2.0:
You must publish a care plan library before it will become available to select from when building client care plans.
Learn more
- How do I add/publish/edit a Care Plan for a Client?
- How do I add/edit a Diagnosis?
- How do I add/edit a Goal?
- How do I add/edit an Intervention?
- How do I complete a Care Plan?
- How do I complete/resolve a Care Plan item (Diagnosis, Goal, or Intervention) on mobile?
- 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?
- How do I add Items from a Care Plan Library to a Client Care Plan?
Reviewing, completing, and adding service tasks on web
In Care Plan 2.0, the service tasks for a visit consist of interventions and goals that require an action from the caregiver as well as any forms attached to the visit or service. Goals will appear in service tasks if percentage or per visit with comments is selected as the progress tracking method. Interventions will appear in service tasks depending on their frequency.
The View Care Plan ACL must enabled when scheduling a visit in order for any linked interventions to load.
Since interventions are replacing daily activities, there is no longer a Daily Activities tab in the visit dialogue. Instead there is a Service Tasks tab.
Daily Activities tab in visit dialogue - Care Plan 1.0:
Service Tasks tab in visit dialogue - Care Plan 2.0:
When creating a visit for the client, you can edit the interventions on the visit just as you could edit the daily activities on a visit.
Daily activities on a visit - Care Plan 1.0:
Edit interventions on a visit - Care Plan 2.0:
Note that you cannot edit interventions when creating a recurrences, just as you could not edit daily activities for recurrences.
Once you clock in to a visit, you can mark interventions and goals as complete or leave a comment if they cannot be completed. You can also complete any forms that appear in service tasks. Note that you can add additional published forms or additional interventions from the client's care plan to the service tasks.
Once all required service tasks are completed or commented on, you can clock out. Users with the Edit Service Tasks after Work Session ACL also have the ability to edit service tasks after a visit is completed.
What new functionality is available in Care Plan 2.0?
In addition to the improved design and user experience, Care Plan 2.0 gives you access to a great deal of new functionality. You can now do the following:
- Mark care plans as complete and have multiple care plans on record for a client in different statuses.
- Bulk edit, delete, and archive diagnoses, goals, and interventions.
- Review the completion history for interventions.
- Fully integrate the client's care plan and schedule with service tasks.
- Mark interventions as required or not required for visit completion and choose whether to require caregivers to enter the time it took them to complete an intervention.
- Link diagnoses to goals and interventions to goals.
- Link interventions to other care modules in AlayaCare.
- Choose progress tracking methods for goals.
- Disable diagnoses, goals, or interventions if your organization does not use all three types of care plan items and rename them according to your agency's naming conventions.
Learn more
- How do I change the Interventions for a scheduled Visit?
- How do I review Service Tasks for a Visit on web?
- How do I add/complete Interventions during a Visit on web?
- How do I update/complete a Goal during a Visit on web?
- How do I edit the Service Tasks for a Closed Work Session (a Visit in the past)?
- What happens to Interventions when a Visit is rescheduled?
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