Using document templates and export feature
The primary method of sending a care plan is to create a document template for each of your care plans. The template should be marked as "non-standard" so it doesn't get automatically
added to new clients as they are created. That could be confusing for clients when they visit your client portal and are directed to review and sign any consent forms and financial agreements you may have added as standard documents
also. At the end of each visit when you are prescribing your care plan to the client, you can make notes in the visit comments field of which care plans you provided the client. For example: 1. Mother given techniques to increase her milk production.
2. Mother is to take time off to allow her nipples to heal. Etc.
You can also add a reminder section that contains all your care plans. This can be done by customizing your reminders under the Settings->Reminders tab. Then you can touch on the reminders icon located in the upper left corner of the screen
while a visit record is open and choose which care plans you want to provide the client. These items will then also be recorded under the "completed reminders" field in the visit record. After that step, the client's document tab
can be opened and you can press the Add Document button and choose one or more of your care plans and add them. You can then navigate back to the Visits tab, open the visit record and press the Email button on the action menu
to open the Data Export screen. Then choose the care plan
documents you just added under the client's document section and the "open visit simplified" category which only includes the various notes sections from the visit. Alternatively, you can choose "currently open visit" to include all
the details from the visit in the export. It is also recommended to set the "include letterhead" field to Yes.
Then press done,
enter the client's email address and press Send.
Instead of creating separate plan documents some users will a single and very large document template that contains all the care plans. Then place check boxes at the top of the document that will be checked to indicate to the client which
sections they need to review. Although the check boxes are purely optional as the plan of care instructions are normally notated in the Plan comments of the visit record that normally included in the export.
Using Message feature
Many of our users create a separate Message template for each of their care plans by going under the Settings->Message Templates tab. Then after each visit one of these care plans can be sent to a client by going under the Visits->Messages tab and then choosing the appropriate Message template. Then optionally a document attachment can be added. Then press send and the client will receive the care plan in their email. You will also be sent a copy of the email. If the client responds to the email, their response, and any responses you have, will be all copied under the Messages tab even though you are responding back and forth by email.
With any of these approaches it's a good idea to offer them a paper copy also. Some moms would rather open the PDF on their phone however some will prefer a printed version.
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