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Users are able to create new Care Plan Template and submit for global approval. To create and work on Care Plan Templates users will need the Global Care Plan Template Library Agency Wide Role assigned.
Once you have the appropriate Role assigned, please follow the steps below to create a Care Plan Template and submit the template for Global Approval:
1. Click on the New link in the 'Care Plan Template' area of your FirstPage. This will open the Care Plan Template page.
2. Enter description of the problem and goal(s) for the Care Plan. All fields in this form is required. Once done, click on the 'Save and Add Approach' button.
3. Enter details for 'Approach'. You may enter the name for a Party Responsible for this approach. Click on the 'Save' button to add the Approach to the Care Plan Template.
4. You may add more approaches by clicking on the 'Save and Add Approach' button.
- Click on the Save button to 'Save' the Care Plan Template as a draft.
- Click on the 'Delete' button to delete the Template.
- To Submit the Care Plan Template for approval, click on the 'Submit for Global Approval' button.
- Once the Care Plan Template is successfully submitted for Global Approval, it will be reviewed by the Therap team for Approval.
- When your Care Plan Template is approved you will be notified via an SComm message from "Therap System"
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