Enter Plan of Care

A Plan of Care (POC) consists of Duties a Caregiver must perform during a visit. To setup a Plan of Care and attach it to a visit, Agencies must first create a Duty List (a list of actual Duties which may be assigned to a POC). Complete the following steps to create a Duty List.

  1. Go to Admin > Duty List Setup and click the New button.

    Creating a New Duty List

  2. Enter a Configuration Name and click Save.

  3. Specify the applicable Office(s) the Duty List applies to and click the Add button to enter new Duties.

    Assign Duty List to an Office(s) and Add Duties

  4. The Add Duty window opens, enter a 3-digit Duty Code, the Duty Name, and the Duty Category. Ensure the Status is set to Active and click Save.

    Add New Duty

  5. The Duty is now available for POCs created for Patients assigned to the selected Office(s).

    Duty added to List

  6. Repeat Steps 3-4 to add more Duties to a POC until complete.