How to Add or Review a Care Plan

This guide explains best practices for adding a new Care Plan, and for reviewing resident Care Plans after you complete an Evaluation and Service Plan.

The Care Plan is where you will solidify the exact tasks and their schedules for Caregivers to document on the Care Tracking pages.

You can create Care Plans manually on their own even if you are not using ALIS Evaluations and Service Plans.

• Start from scratch by going to the Care section of a resident's profile.
• Click Create Draft Plan and jump to the section Add a New Care Item for more instructions.

Post-evaluation care plan review

• When you review a Care Plan in ALIS, this is the third piece of a three-part process. The three parts are: the Evaluation, the Service Plan, and the Care Plan (the topic of this article!) which creates the schedule for Care Tracking.

• All three parts of the process can be generated as PDFs if you need to print them or or sign them on paper.

• For more information about Evaluations, read this article: How to Complete an Evaluation.

• For more information about Service Plans, read this article: How to Complete a Service Plan.

The point of this review is to see old Care Items next to new ones and to verify scheduling details.

In this step you may decide to remove older Care Items, or perhaps we will see Care Items here that necessitates going back to edit their Evaluation and Service Plan to include services your team has already been providing.

After you complete the Service Plan (after the Review Care Level step), an orange banner shows on the Evaluation & Service Plan Details page with a button to Review Care Plan. Click Review Care Plan to go to the resident's Care Plan section of their profile.

You can also access the Care Plan section whenever you are on the resident's profile.

The Care Plan section of the resident's profile will show a similar orange banner, prompting you to review the Care Items based on the most recently completed Evaluation and Service Plan.

Draft Care Plan

The next step is to review the Draft Plan in the Care section of the Resident Profile, and then click Publish to update their Active Care Plan.

You will see badges above each item on the left part of the table to help you decide whether to keep, change, or remove the item.

Some possible badges are:

• Retriggered with the Same Schedule
• Retriggered with Different Schedule
• Not Triggered

Use the Options buttons to the right of the items to either Edit or Delete the tasks.

Add a New Care Item

To add a new task, click the 'Add New Care Item to Plan' button. This section of the guide describes the same details if you are editing an existing item.

When you click to edit a task or add a new task, this takes us to a page where we can update the instructions, schedule, and more.  

Start by selecting a Care Item if you are adding a new task.

• Detailed instructions are very important to add here! This will be exactly what your care staff sees in the Care Tracking page. The more details the better.
• Review all the options for scheduling the care task (also known as Care Item).
  • By default all items must have a time selected unless you have turned off Care Times in the settings. For more information about hiding care times, read this article: How to Set Up Hidden Care Times.
• Click the Save and go back button to return to the previous page to Publish the Care Plan or review more items. Click Save and add another if you want to continue adding more care items to the Care Plan.

Once you have reviewed that all items and schedules are correct, scroll to the top of the section and click Publish. This is your final step before confirming the tasks that will show up for Caregivers.

Related articles:

Recording Care

How to Edit Resident Evaluations and Service Plans

How to Set Up Hidden Care Times