How do I add items to a client's care plan from a care plan library on mobile?

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

If your organization has configured care plan libraries in the web application, it is possible for care providers to add diagnoses, goals, and interventions from a care plan library to a client's care plan on the mobile application. 

ACL_image.png Permissions

Field workers must be in a role with the view care plan library ACL in order to view and add items from a care plan library.

Adding items to a care plan from a care plan library

To add care plan items to a client's care plan from a care plan library on mobile, navigate to the care plan tab for the client and select care plan library.

                      iOS                                                     Android

care_plan_library_on_iOS_1.png          Android_care_plan_library_selector.png

Tap not set to select which care plan library you wish to add items from. 

                 iOS                                                    Android

select_cp_library_1.png                  Android_cp_library_not_set.png

Tap the name of the library from which you wish to add care plan items to the client's care plan.

                    iOS                                                     Android

select_library_2_iOS.png                    select_library_Android.png

You have the option to add all items from the library, all items of a certain type (diagnoses, goals, interventions), or individual items. The number of items of diagnoses, goals, and interventions will be displayed in parentheses for each type.

                      iOS                                                          Android

care_plan_library_add_items.png               add_all_items_cp_libraries.png

Tap add all items to add all diagnoses, goals, and interventions from the library to the client's care plan.

The button will be temporarily disabled while the items are being added.

                       iOS                                                   Android

added_to_queue_library.png          items_added_button_disabled_cp_libraries_Android.png

To add items of a specific type, tap diagnoses, goals, or interventions.

                       iOS                                                            Android

care_plan_types_libraries.png               select_item_type_cp_libraries_android.png

To add all items of that type, select the add all diagnoses/goals/interventions button at the top. To add individual items, select the + button.

                     iOS                                                       Android

add_diagnoses_from_library.png                   add_diagnoses_cp_libraries_Android.png

If the item is linked to other items in the care plan library, you will be asked if you wish to add all care plan library items linked to the item you are currently adding to the client's care plan. Select either include or don't include.

                        iOS                                                       Android

add_linked_items_from_library_mobile.png               adding_linked_items_android.png

 

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