How to Add or Review a Care Plan

The Care Plan is where you solidify the exact tasks and schedules that Caregivers will document on the Care Tracking pages. This guide explains best practices for reviewing Care Plans after an evaluation or creating them manually from scratch.

How to add a Care Plan

There are two options for building a Care Plan in ALIS: via the "Post-Evaluation Review" or manually adding a Care Plan to a resident's profile. 

Option 1: Post-Evaluation Review (Recommended) 

Most communities have an integrated Resident Evaluation Tool (RET) and use this standard three-part process: Evaluation → Service Plan → Care Plan. 

1. Evaluation: Assessment of the resident's care needs. 

2. Service Plan: Agreement that contains the type and frequency of services to be provided.

3. Care Plan: Specific task list scheduled for care staff.

After completing a Service Plan (after the "Review Care Level" step), an orange banner will appear on the Evaluation & Service Plan Details page. Click Review Care Plan in this banner to navigate directly to the resident's profile and begin the scheduling process. 

Important: The goal of reviewing the Care Plan is to compare old Care Items against the new needs identified in the evaluation, and publishing the most recent version to be immediately actioned by caregivers.

Option 2: Manually add a Care Plan

You can create Care Plans manually even if you do not use the ALIS Evaluation/Service Plan modules.

1. Navigate to the Care section of the resident's profile.

2. Click Create Draft Plan.

3. Click on the Add New Care Item to Plan.

4. Follow the steps in the below Add and Edit Care Items section. 

Note: Manually adding a Care Plan on a resident's profile is the better option when you have other Care Programs enabled (e.g., Housekeeping) as a way to separate tasks. For assistance with setting up additional Care Programs, contact your Account Manager or our ALIS Customer Success Team. 

Review the Draft Plan

This step is especially critical for the Post-Evaluation workflow.

When you go to the Care section of a resident's profile following an evaluation, you will see a Review tab populated with suggestions based on your assessment. Review these items carefully to decide what to keep, change, or remove. 

To help you compare the new plan against the resident's previous history, you will see the page broken into 3 different sections:

1. Not on Service Plan: Any items displayed here were on the old Care Plan but did not come up in the new evaluation. You may choose to Remove (and/or investigate why it wasn't triggered) the item or Keep it on the new Service Plan.

2. Schedule Updates: The resident may still needs this item, but the new Service Plan suggests a change in scheduling. You may choose to use the Previous or New schedule suggestion. 

3. Service Plan: This shows any existing items where the schedule has not changed as well as any newly added items. 

Note: If you want to see what this version of the Care Plan will look like or need to make other changes to any items shown in your Review before publishing it, click the Go to Draft Care Plan button in the top right corner. Then, follow the below steps for how to add or edit Care Items. 

Add or Edit Care Items

Whether you need to add a new item or edit an existing one, the following page contains the same details.

• Add New: Click the Add New Care Item to Plan button. 

• Edit Existing: Click Options > Edit on the care item you need to update. 

On the Add/Edit Item page:  

1. Select care item (if adding a new task). 

2. Estimated time to complete: Once you select an item, this field will automatically populate based on your Care Settings.  

3. Special Instructions (Recommended): Type detailed instructions in the text field.

   1. Note: This text is exactly what your care staff will see on the Care Tracking page. 

4. Add Schedule: Configure the scheduling frequency and specific shifts/times for the task.

   • Note: By default, all items require a time. If your community uses "Hidden Care Times" settings, this requirement may vary.

5. Save:

   • Click Save and go back to return to the main draft list.

   • Click Save and add another to stay on this screen and add more items immediately.

Publish the Care Plan

This is a critical step to ensuring Caregivers have most up-to-date Care Plan information and are documenting accordingly. 

Once you have reviewed all items and verified that the schedules and instructions are correct:

1. Scroll to the top of the Care Plan section.

2. Click the Publish button.

This updates the resident's Active Care Plan and pushes the new tasks to the Care Tracking lists for your caregivers. 

Related articles:

• How to complete an Evaluation

• How to complete a Service Plan

• How to Edit Resident Evaluations and Service Plans

• How to Hide Care Times

• Care Tracking Reference Guide

For more assistance with Care Plans,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com