How do I use filters in the Care Plan Library?

Filters are now included in the Care Plan Library section, allowing users to add specific library items to the client's care plan. 

• Getting started
• Using the filters
• Searching for an individual Care Plan item from the library

Getting started

First, navigate to Care Documentation>CarePlan>Care Plan Library. 

From the "Library" dropdown menu, select your Care Plan library.

Specifically, these are the filters available:

Please note that the Item type filter will offer three additional values to select from, namely "Goals", "Diagnosis" and "Interventions". Users can then further filter and configure their choices.

Using the filters

Once you have selected a Care Plan Library, you can add an individual care plan item to your search. You can also add "Goals", "Diagnoses" or "Interventions" by clicking on the + next to Item type. Select the checkbox next to the item and click on the "Add to care plan" button.

If you want to add all items from the Care Plan Library, select the "Select All" button. By default, all items are unchecked.

Searching for an individual Care Plan item from the library

Users can further filter their search for an individual Care Plan item from the selected library using the "Care plan item" dropdown menu. Search results displayed will include all items filtered by the selected Care Plan item. For example, if a user searches for a Goal and selects it from the "Care plan item" filter, and if that Goal is linked to Diagnoses or to other Goals, all these related items would be displayed to the user as shown below:

During this filtering process, users will see a tally of their previously selected items like below:

Based on the prompts above, an example of a filtered search would appear as below.