Care Plans

You can create care plans for patients from customized care plan templates. Care plan templates, among other items, can consist of tasks, multiple choice questions, file uploads, consent boxes, and more.

All of the steps listed below can also be done using Avon's APIs.

Prerequisites

Part 1: Create a care plan template (EMR)

First, create a customized care plan template.

Follow the instructions here to create your care plan template.

Steps

Step 1: Create a care plan (EMR)

To create a care plan:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients > Click on "View chart" for the appropriate patient and then either:
  • Click "Add" and select "Care Plan" from the dropdown OR
  • Click the "Care Plans" shortcut on the top bar and click "Add a new care plan"
• The "Add care plan" modal will pop up. In it, select:
  • Patient: The patient should be pre-selected for you.
  • Select template: Select a care plan template
• Click "Create Care Plan"
• Note: If the selected care plan template has any tasks in it, the tasks will be auto-created. The tasks will be cross-linked between the care plans and tasks module so any tasks in a care plan will also show up as independent tasks in the Tasks module.
• Fill out the selected template
• All information set is autosaved so click “Finish and Go Back” if you are done with the care plan for now

Step 2: Mark care plan complete (EMR)

To mark a care plan complete:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients
• Click on the “View Chart” button of the appropriate patient
• Either:
  • Scroll through the patient’s chart to find the desired care plan OR
  • Click the "Care Plans" shortcut on the topbar and scroll to find the desired task
• Either:
  • Click "Mark Complete" on the care plan card
  • Click the care plan card, scroll to the bottom, and click the "Mark Complete" button

Step 2: Request review (EMR)

You can request review of the care plan. Follow the instructions here to request review.

Step 3: Add comments (EMR)

You can add comments to the care plan. Follow the instructions here to add comments.

Step 4: Sign and lock (EMR)

You can sign and lock the care plan. Follow the instructions here to sign and lock.

Step 5: Request patient signature (EMR)

You can request a patient to sign the care plan. Follow the instructions here to get a patient's signature.

Step 6: Generate a PDF (EMR)

You can generate a PDF of the care plan. Follow the instructions here to generate a PDF.

Step 7: Fax document (EMR)

You can fax the care plan. Follow the instructions here to fax it.

Step 8: View, edit, and delete care plan (EMR)

To view, edit, or delete care plan:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients
• Click on the “View Chart” button of the appropriate patient
• Either:
  • Scroll through the patient’s chart to find the desired care plan OR
  • Click the "Care Plans" shortcut on the top bar and scroll to find the care plan document
• Click on the care plan card to go into viewing mode
• Toggle the top dropdown to go into editing mode
• Scroll to the bottom right-hand corner of the card to find the “Delete” button (NOTE: the “Delete” button is only visible when you are in editing mode). When a care plan is deleted, all tasks within the care plan will also be automatically deleted.