Skip to main content

How to Update The Plan Of Care Status

Instructions for uploading a signed plan of care document and certifying the plan of care.

Updated over 7 months ago

The plan of care status will help you track which plan of cares still has outstanding signatures/certifications. The status can be updated using two different methods.

Upload signed plan of care

By uploading the signed plan of care to the documents file cabinet the plan of care status will automatically update.
​

1. From the patient profile, click "Documents"

2. Navigate to "Certified Plans of Care"

3. Click "Add document"

4. Navigate to the patients case

5. The plan of care status has moved to "Certified"


​


Manually update the plan of care status

In some situations you will need to manually update the plan of care status:

1. Click the applicable Plan of Care

2. Click "Set Status"

3. Click "Signed"


Did this answer your question?