Care Plan Templates

You can pre-create care plan templates to make writing notes easier during the actual visit itself. Here are the following types of questions that you can ask in the care plan template:

• Multiple Choice
• Dropdown
• Short Answer
• Grid
• Number
• Paragraph
• Date
• Time
• Picture
• File
• Statement
• Consent
• SSN
• Address
• Allergy
• Medication
• Condition
• Vitals
• PDF Upload
• Editor
• ICD Codes
• CPT Codes

You can find the definitions of each of the question types here.

Steps

Step 1: Create a care plan template (EMR)

To create a care plan template:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Care Plan Templates

• Click "Create a note template”

• The "Add Note Template" modal will pop up. In it, set:

  • Name: Name of care plan template
  • Description: Description of care plan template
  • Usable by: Which organization members can complete this care plan and assign it to patients. By default, care plans can be completed and assigned to a patient by any organization member. However, care plans can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain care plans are only relevant for PCPs to complete vs. other care plans are only relevant for nurses to complete.

• Click "Create Care Plan"

• Click "Add section" to add a section to the care plan template

• Click "Add question" to add a question to the care plan template

• Select the type of question you want to ask.

• For each question, set:

  • Required: Whether a response to this question is required
  • Show on Summary Card: Whether this question and its' response should show up on the summary card when a user is scanning a patient's chart
  • Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
  • Title: Title of the question where it says "type your title here"
  • All other parameters are specific per question type

• Click on any care plan template details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a care plan template and the trash can icon to delete a question in the care plan template.

• Drag a section or question card when it's in view mode to reorder it.

Step 2: Embed in logic (EMR)

You can embed in logic into the sections and questions in the care plan templates. Follow the instructions here to embed logic.

Step 3: Publish the care plan template (EMR)

Press "Publish" to publish all of the changes and make them visible to organization members and patients.

Step 4: Create smart phrases (EMR)

You can use smart phrases in care plans. Follow the instructions here to set up smart phrases.